Can DMart Win The Race Against Quick Commerce Giants? | Dmart Share Price

Aditya Soman, Senior Research Analyst at CLSA, shares his views on the evolving dynamics of the retail sector. Despite heavy discounting, DMart has maintained its gross margins, even as EBITDA margins have been impacted. The company is positioning itself for accelerated store additions, which, coupled with a shift in retail from unorganized to organized, ensures long-term growth and market share gains. While quick commerce will experience rapid growth over the next three years, its profitability challenges may reduce competitive pressure on DMart, which continues to cater to urban consumers seeking deep value. Aditya Soman highlights two distinct consumer segments—value-driven DMart and convenience-focused Quick commerce, indicating room for both to grow. Speaking on management changes at DMart, he said that this could renew focus on strategy and store expansions. Urban growth remains robust, rural recovery is on the horizon, and consumption is expected to stay strong, with food and beverages being the best plays in FMCG. listen in

#quickcommerce #dmart #stockmarket


Follow NDTV Profit here