Did management answer the analysts?
12 analyst questions audited, 4 evaded or deflected.
View Claim Ledger →Aditya Vision delivered a strong Q4 FY26 with revenue of ₹625 crore (+28% YoY) and PAT of ₹24 crore (+36% YoY), driven by robust festive and summer demand despite a weak H1.
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Aditya Vision delivered a strong Q4 FY26 with revenue of ₹625 crore (+28% YoY) and PAT of ₹24 crore (+36% YoY), driven by robust festive and summer demand despite a weak H1. Full-year revenue reached ₹2,672 crore (+18% YoY) with EBITDA margin of 8.5%. The company added 102 stores in three years, now totaling 207 stores across four states, and entered Chhattisgarh. Management highlighted a strategic inventory build of ₹840 crore to mitigate supply risks and price hikes. Guidance for FY27 includes 25+ store additions, with a focus on Uttar Pradesh and Madhya Pradesh. EBITDA margin is expected to remain in the 8-10% range. A key risk is the impact of unseasonal weather on summer product demand, which could pressure margins.
12 analyst questions audited, 4 evaded or deflected.
View Claim Ledger →Unseasonal weather impacting summer demand
View Risks →Full transcript text is available on this route.
Read Transcript →Same-store sales grew 18% in Q4, indicating strong underlying demand in mature stores.
Store count doubled in three years, with 53 stores in Uttar Pradesh and 3 in Chhattisgarh.
Strategic inventory build to pre-empt supply disruptions and price hikes from OEMs.
Higher mobile ASPs increased revenue mix of low-margin products, compressing gross margins.
Management guided for at least 25 new stores, with focus on Uttar Pradesh, Chhattisgarh, and entry into Madhya Pradesh.
A weak summer in H1 FY26 hurt cooling product sales; similar weather patterns could repeat and pressure margins.
View Risks →