Whalesbook
DMart: मॉर्गन स्टॅनलीचा 'ओव्हरवेट' कॉल
Morgan Stanley ne Avenue Supermarts, ji DMart stores chalavte, tila 'Equal-weight' varun 'Overweight' rating madhye upgrade kele aahe. Yachyasobatach, tyani 14% ne target price vadhvun ₹5,188 paryant neli aahe. Companychya satatyapurn kamgirivar, majbut balance sheetvar aani bhavishyatil growthchya shakyatevar ha nirnay ghenyat aala aahe. Deshbharat 500 storescha tappa gathne aani Q4 FY26 madhye 19% varsha-dar-varshachya mahsulal (Revenue) vadh karat ₹17,204.50 Koti paryant pohachne, he ya upgradeche mukhya adhar aahet. Morgan Stanley chya mate, store vistar DMart la bhavishyakalat revenue milavnyasathi aani market share vadhvanyasathi madat karel. Visheshatah kami pravesh aslelya pradeshanmadhye. Mahagachya kalat 'Everyday Low Price' strategy mule grahak akarshit hotil, asahi vishwas tyani vyakta kela aahe.
Vhalyuationsvar matbhed aani tanyanchi vegwewgli mate
Morgan Stanley chya sakaratmak drushtikonanantarhi, DMart chya sharebabat bajaret matbhed aahet. Share madhye zalelya alikadil vadhmuule tyacha price-to-earning (P/E) ratio sumare 86-99x paryant pohachla aahe. Jari ha aitihasik sarvasaripeksah kami asla tari, anekansathi ha aakda khup jast aahe. Morgan Stanley che mhanne aahe ki utkrusht kamgiri mule ha premium yogya aahe. Matra, itar vishleshak savadh aahet. Ya vishleshakanchya mate 'Hold' ratingskade jhuklele aahe, jyamadhye sarasari 12 mahinyanchi target price ₹4,141.33 aahe. Yacha arth najikchya bhavishyat mothi vadh apekshit nahi. Udaharanarth, CLSA kade 'high conviction outperform' rating aahe aani tyani ₹6,185 chi target price dili aahe, ji tanyamadhyl matanchi mothi tafavat darshavte.
Spardha aani vistarateel aavhane
DMart chi takad spashta asli tari, tyaala mothya aavhananna samore jaave lagat aahe. Sadhyachi uchh valuation (High Valuation), ji alikadil sharechya vadhmuule vadhli aahe, yacha arth asa ki bhavishyat nafa lakshaniyaritya vadhvava lagel. Vishleshakanchya target price madhil mothi tafavat (₹3,100 te ₹6,185) bajartil anishchita darshavte. 500 storesparyant vegvege vistar karne, visheshatah tier II aani tier III shaharanmadhye, he ek mothe operational aavhan aahe. Mothya aani vikhurlelya network madhye kharch kami thevne aani grahakanna akarshit karne mahatvache tharel. March 2026 madhye Kalpana UnAdkat yanchi Chairperson mhanun niyukti he ek navin netrutva badal aahe, jyakade guntavnukdar laksha thevun astil.
Retail Sectorcha drushtikon aani DMart chi sthiti
Online brands aani quick commerce kadun honari tivra spardha lakshat gheta, companyla satat operational efficiency aani strategic agility thevavi lagel. Bhartiya Retail Sector 2026 madhye majbut desantargat maagni, digital pragati aani lahan shaharanmadhye vistar mule vegvege vadhnyachi apeksha aahe. FY27-FY28 madhye Avenue Supermarts cha revenue 19-20% vadhnyachi apeksha aahe. Tathapi, uchh valuation tikavun thevne he DMart chya satatyapurn vadhiche lakshya purn karnyar aani badaltya bajarpethet spardha va operational aavhananvar mat karnevar avalambun asel.