DMart Ready Exits 7 Cities, Retreats to 11 Metros as Quick-Commerce Bites
DMart Ready shut online grocery in 7 marginal cities to focus on 11 metros amid mounting quick-commerce pressure from Blinkit, Instamart and Zepto. Parent Avenue Supermarts posted ₹18,343 crore revenue (up 15.1%) and ₹936 crore net profit (up 12.8%) in Q1FY27, adding 3 stores for a 503 total.
What happened
DMart Ready shut online grocery in 7 marginal cities, now operating in 11 metros, amid quick-commerce pressure. Avenue Supermarts posted 15.1% revenue and 12.8%
Key facts
- exited 7 cities, now 11
- revenue ₹18,343 crore up 15.1% YoY
- net profit ₹936 crore up 12.8%
- EBITDA margin 8.3%
- 503 stores, added 3
- mature store growth 5.5% vs 7.1%
Why this matters
DMart's pullback from 18 to 11 online cities opens whitespace in the 7 exited markets and highlights a potential build-vs-partner decision on quick-commerce capability against Blinkit, Instamart and Zepto.
What to watch
- Mature-store SSSG trajectory in coming quarters (below 5% signals structural erosion)
- Further online city exits or a re-expansion announcement
- Quick-commerce entrants launching in DMart's 11 retained metros
- Any express-delivery or dark-store pilot from DMart Ready
- Gross margin movement vs revenue growth divergence
- Convert metro stores into fulfillment hubs to compress delivery windows
- Reinvest online savings into store additions and pricing to defend value positioning
- Tighten assortment on high-frequency SKUs vulnerable to instant delivery
- Possible loyalty or subscription push to lock metro basket share