Dmart | Q2FY25 Result Analysis | CA Rachana Ranade

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What is covered?
00:00 - Start
01:41 - Pain Points
08:50 - Technicals

#CARachanaRanade #ShareMarket #Dmart

[CARachanaRanade]

For any queries drop a WhatsApp message on [phone]

[Zen_Traderwala]

Using Google Gemini got this video main points mentioned -

The speaker of the video, CA Rachana Ranade, lists the following reasons for the 8.5% crash of DMart stock:

👉Intense competition from quick commerce apps in metro cities, especially in the food category which contributes to 56% of DMart's revenue.
👉Competition from companies like Trent in the general merchandise and apparel category, which accounts for 23% of revenue, impacting profitability.
👉Slower store growth than expected, with only 12 stores added in the first half of financial year 25 compared to the target of 40 stores per year.
👉Declining like-for-like (LFL) growth, indicating that existing stores are not generating as much revenue as before.


👍👍🙏🙏

[TubSuper]

It’s temporary. E-commerce also comes with a charge or fee

[garri]

Q2 is always down with dmart..due to heavyrains footfall reduces is that simple..now q3 results will be good due to festivals and these same stupid brokers will increase price target.

[manjunh]

I will hold, I feel if they focus on tier 2 cities the revenue will increase fast. Why only metro cities?

[ShivamPandey-fxrf]

Sold it @5420 after holding it for 3yrs feeling relieved😌😌😌

[VijayKumar-onck]

These quick commerce are surviving because of free wallet cashback which they are providing. This won't continue for long. Once they stop giving wallet cashback and start charging for delivery, customers will automatically shift towards dmart. Earlier I used to order food from Zomato but now the food costs twice as much as we get from restaurant after including delivery charges. Also these quick commerce are good only for buying small urgent items, nobody buys their groceries from blinkit or zepto they still prefer dmart for that. Dmart will outperform them in the long run.

[kartikeyabhat]

As a consumer, If I had a choice between fighting and struggling in smallest ails of the dmart with so many ppl cramped in, and then wait for billing in the queue while their competition is providing good deals on the products and a doorstep delivery. The choice is obvious.

Dmart need to step up their customer shopping experience along with the deals or provide similar services (hope not too much of traffic these days).

[PritamShaw]

holding since 3700
from 40% gains to 13% now
very difficult to watch

[a_common_]

Quick commerce.. He te.. Sagla aiklay. I am holding Dmart for its 1500 stores footprint.

[Troboyorker]

I'm sure management will come up with solid plan for this and totally trust Damani sir for his experience in the industry. Don't forget they have excellent pan india reach so they have a lot of things in their favor that they can do. Also to add its completely debt free company.

[bangaloreprasad]

Beware it is like subiksha, reliance, Bigbazzar types...it is very difficult to stop priliferrages and wastages on long run..10 to 15 years they may excel....but can't sustain

[rahulnikam]

E commerce rising but pricing power is with dmart ..I compare household product with e-commerce platform they sold with less discount people still gather at dmart store for buying huge crowd seen in dmart..diwali season will do better now fii and dii buy this stock with this great fall other hand retail investor sold this stocks.... e-commerce will charge platform fee ....

[Doodle]

Urban spending has collapsed which is reflected in results of FMCG and auto cos, , market is extremely overvalued now despite pathetic results, , ,

[pawanrandhawa]

This stock is very 5900 to 3000 ....then again to 5400 fir fall to 4000....

[hritikpawar]

9:50 Holding stocks as they provide jobs to so many people in my neighborhood including freshers & make student earn their first momey

[leenatayde]

Have faith in Mr Damani. Avenue supermart will go upward😂

[samruddhakolhe]

Same sale growth + 40 stores addition will take the growth to 17-18 CAGR for nxt 2 years..if store growth increase or there dmart ready picks up then it's again higher growth will come

[aamirkuvawalla]

Please can you comment on Reliance.. Sharp fall after weak Q2 numbers

[tgl]

Revenue growth slow nahi hai, as per Profit & Loss data dekhate hai to Mar 2020 me Sales 24, 870 cr thi and Net Profit 1301 cr tha and Mar 2024 me Sales 50, 789 cr hai and Net Profit 2536 cr hai....yani ye growth double se bhi jyada hai