Consumer Cyclical
Vishal Mega Mart Limited (VMM) Q4fy26: Revenue Up 22.2%, PAT Surges 45.9%
Vishal Mega Mart Limited (VMM) reports a 22.2% YoY revenue growth to ₹31,141 Mn in Q4FY26, with PAT up 45.9%.
Vishal Mega Mart Limited (NSE: VMM), a leading retail player in apparel, general merchandise, and FMCG categories, announced its audited financial results for the quarter and year ended March 31, 2026. The company reported a robust performance with revenue from operations at ₹31,141 million, marking a 22.2% year-on-year growth. The profit after tax (PAT) surged by 45.9% to ₹1,679 million. This impressive growth was underpinned by an industry-leading adjusted same-store sales growth (SSSG) of 13.2%.
Financial Highlights
The consolidated financial highlights for Q4FY26 include:
- Revenue from operations stood at ₹31,141 million, up 22.2% YoY.
- Adjusted SSSG was 13.2% (reported SSSG of 12.1%).
- Adjusted EBITDA (pre-INDAS 116 and pre-ESOP charges) stood at ₹2,753 million, with a 32.3% YoY growth.
- PAT stood at ₹1,679 million, up 45.9% YoY.
- 25 gross and 24 net stores were added.
Full Year FY26 Performance
For the full year FY26, the company reported:
- Revenue from operations at ₹129,063 million, up 20.4% YoY.
- Adjusted SSSG was 11.0% (reported SSSG of 9.8%).
- Adjusted EBITDA (pre-INDAS 116 and pre-ESOP charges) stood at ₹13,211 million, with a 27.8% YoY growth.
- PAT stood at ₹8,392 million, up 32.8% YoY.
- 105 gross and 99 net stores were added, bringing the total store count to 795.
Commenting on the results, Mr. Gunender Kapur, Managing Director and Chief Executive Officer, said: “FY26 marks another remarkable year in our journey, delivering strong operational and financial performance. The revenue from operations grew by 22.2% YoY in Q4FY26 to Rs. 31,141 million. This was driven by an industry-leading adjusted SSSG of 13.2% which is mainly an outcome of aspirational merchandise, ability to cater to diverse and evolving customer needs and great execution. For FY26, our revenue from operations grew by 20.4% YoY to Rs. 129,063 million, driven by adjusted SSSG of 11%. The performance reflects growing contribution of our aspirational own brands and high quality execution across the board. Further, growth remained broad-based across all product categories. Our expansion strategy remained firmly on track with gross new store openings of 25 during the quarter and 105 during the full year, further strengthening our network and market presence.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Vishal Mega Mart Limited
Vishal Mega Mart Limited belongs to the Consumer Cyclical › Department Stores sector. Here’s a quick read on where the business and the stock stand today.
Vishal moves sideways over three months, with neither buyers nor sellers taking control. Thin margins at 6.4% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue grows at 24.3% and profits at 46.1% CAGR. Both numbers are exceptional. The stock gains 4.3% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 24.3% and profits at 46.1%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Vishal Mega Mart Limited.
Consumer Cyclical
Cosmo FIRST Limited (NSE: Cosmofirst) Zigly Pet Care Expands Veterinary Care Footprint with Acquisition of Leading Speciality Vet Clinic
COSMO FIRST LIMITED (NSE: COSMOFIRST) announces Zigly Pet Care’s acquisition of Prolife Speciality Vet Clinic, expanding its veterinary care network in Mumbai.
COSMO FIRST LIMITED (NSE: COSMOFIRST) announced today that Zigly Pet Care, its leading omnichannel pet care brand, has acquired Prolife Speciality Vet Clinic in Malad, Mumbai. This acquisition marks Zigly Pet Care’s third strategic move to expand its veterinary healthcare network. The clinic, operational since 2000, is known for its clinical excellence and advanced surgical capabilities.
Strategic Expansion
Zigly Pet Care aims to integrate the clinic into its ecosystem and transform it into a 24×7 facility within the next nine to twelve months. This move is part of Zigly Pet Care’s broader strategy to build one of the most comprehensive pet care ecosystems in India. The clinic will continue to operate with its existing team, ensuring continuity of care for pet parents.
Clinical Excellence
Prolife Speciality Vet Clinic has treated close to 20,000 pets and reported an annual revenue of INR 4.36 crore. The clinic offers outpatient consultations, diagnostics, surgery, endoscopy, pathology, and pharmacy services. This acquisition will further strengthen Zigly Pet Care’s veterinary footprint in Mumbai and enhance its ability to deliver advanced veterinary care.
Future Plans
Commenting on the acquisition, Saurabh Jain, CEO of Zigly Pet Care, said, “India’s pet care industry is evolving rapidly, with pet parents increasingly seeking specialized healthcare. This acquisition aligns with our long-term strategy of scaling high-quality veterinary services through strategic partnerships.” The expanded footprint will improve access to timely consultations, diagnostics, and treatment, particularly for pets requiring ongoing or specialized care.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of COSMO FIRST LIMITED
COSMO FIRST LIMITED belongs to the Consumer Cyclical › Packaging & Containers sector. Here’s a quick read on where the business and the stock stand today.
COSMO posts a 5.1% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock gives back 11.0% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock holds up despite 5.2% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of COSMO FIRST LIMITED.
Consumer Cyclical
Thomas Cook (india) Limited (thomascook) Deepens Spiritual Tourism Strategy with Entry into Varanasi
Thomas Cook (India) Limited (THOMASCOOK) expands spiritual tourism with new Sterling Varanasi entry, enhancing network across India’s high-intent destinations.
Thomas Cook (India) Limited (NSE: THOMASCOOK) has announced a significant expansion in its spiritual tourism strategy with the entry into Varanasi. This move strengthens the company’s network across India’s high-intent spiritual destinations. The new Sterling Varanasi, located near the revered Sankat Mochan Hanuman Temple, offers guests convenient access to Assi Ghat, Shri Kashi Vishwanath Temple, Banaras Hindu University, and the ghats of the Ganges.
Strategic Growth in Spiritual Tourism
The opening of Sterling Varanasi marks an important addition to Thomas Cook’s growing spiritual travel footprint. With destinations like Ayodhya, Haridwar, Rishikesh, Guruvayur, Tiruvannamalai, Pushkar, Madurai, and Puri already part of its network, Varanasi further solidifies the company’s commitment to understanding why India travels and building around those reasons. Vikram Lalvani, Managing Director & CEO of Sterling Holiday Resorts, emphasized that spiritual travel is one of India’s most enduring travel motivations, and the company aims to make these experiences more comfortable, reliable, and meaningful.
Enhanced Guest Experience
Sterling Varanasi features 33 contemporary rooms, including Premier Rooms with balconies offering views of Kashi. The hotel’s vegetarian restaurant, RASA KASHI, draws inspiration from Varanasi’s food traditions while offering a wider menu for contemporary travelers. KASHI REGALIA, a distinctive glass-roof venue on the fifth floor, provides a unique setting for celebrations and special occasions. Guests can immerse themselves in the rhythms of Varanasi, from early-morning boat journeys on the Ganges to temple visits, Sarnath, Banarasi cuisine, silk, and local craft traditions.
This strategic expansion aligns with Thomas Cook’s Destination Architect strategy, which focuses on building its network around the reasons people travel rather than conventional destination categories alone. As Mr. Arya Vishwajeet Singh, Owner of Sterling Varanasi, noted, the vision was to create a contemporary hospitality address that understands why people come to Varanasi and makes that journey easier and more comfortable.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Thomas Cook (India) Limited
Thomas Cook (India) Limited belongs to the Consumer Cyclical › Travel Services sector. Here’s a quick read on where the business and the stock stand today.
Thomas trades in the lower quarter of its 52-week range. The PEG of 0.10 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. The stock sits at 19% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 18.5% and profits at 223.6% CAGR, with D/E of 0.00. Meanwhile, the stock dips 5.5% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Thomas Cook (India) Limited.
Consumer Cyclical
Landmark Cars Expands Footprint with BYD and Mahindra & Mahindra
Landmark Cars Limited (LANDMARK) expands its network with new BYD and Mahindra & Mahindra facilities in Noida and Kolkata.
Landmark Cars Limited (NSE: LANDMARK), a leading premium automotive retail network in India, is expanding its footprint with new BYD and Mahindra & Mahindra facilities in Noida and Kolkata respectively. This strategic move aligns with the company’s long-term strategy to deepen engagement with existing OEM partners and strengthen its presence across key geographies.
Expansion with BYD
Landmark Cars is BYD’s largest retail and service partner in India. The new facility in Noida further expands its network with the brand, bringing the total count of BYD outlets to 11. This addition is part of Landmark Cars’ commitment to growing its EV portfolio, which contributed around 30% of new car sales revenue in Q1 FY27.
Strengthening Mahindra & Mahindra Presence
The new Mahindra & Mahindra showroom in Kolkata helps to strengthen the Company’s presence with Mahindra & Mahindra in the region. With this addition, Landmark Cars will have 12 outlets for Mahindra & Mahindra, bringing the total count to 143 outlets across India. This move underscores the company’s dedication to building long-term, scalable relationships with its OEM partners.
Future Outlook
Landmark Cars remains focused on building long-term, scalable relationships with its OEM partners via network expansion and deeper market presence. The company’s strategic growth plans are designed to leverage its extensive dealership network and drive sustainable growth in the competitive automotive market.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Landmark Cars Limited
Landmark Cars Limited belongs to the Consumer Cyclical › Auto & Truck Dealerships sector. Here’s a quick read on where the business and the stock stand today.
Landmark posts a 8.7% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock gives back 5.5% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 12.6% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Landmark Cars Limited.
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