DMart Ready’s FY26 loss widens 24% to ₹306.53 crore as expansion accelerates
Avenue E-commerce, which operates DMart Ready, posted FY26 revenue growth of 17% to ₹4,093.61 crore while adding eight net fulfilment centres and extending its service footprint to 18 cities.
What happened
DMart Ready operator Avenue E-commerce reported a wider FY26 loss of ₹306.53 crore as it expanded home delivery, technology and fulfilment infrastructure.
Key facts
- FY26 net loss: ₹306.53 crore
- FY25 net loss: ₹247.37 crore
- FY26 revenue from operations: ₹4,093.61 crore
- FY25 revenue from operations: ₹3,502.42 crore
- Revenue growth: 17%
- Service footprint: 18 cities
- Net new fulfilment centres: 8
Why this matters
DMart Ready’s move into 18 cities and addition of eight fulfilment centres strengthens its omni-channel strategic footprint, but partnerships or acquisitions that improve last-mile density could help curb expansion-led losses.
What to watch
- FY27 revenue growth relative to the current 17% pace and whether it accelerates after the eight-centre addition.
- Loss growth versus revenue growth; a narrowing loss ratio would indicate improving operating leverage.
- Net fulfilment-centre additions, utilisation levels and any slowdown in new-city launches.
- Average order value, repeat rates, delivery costs per order and private-label mix, if disclosed.
- Competitive discounting and expansion by Blinkit, Zepto, Swiggy Instamart, BigBasket and JioMart in DMart Ready cities.
- Management commentary on contribution profitability, mature-city economics and breakeven timing.
- Prioritise fulfilment-centre utilisation and delivery-route density over aggressive geographic expansion after the current rollout.
- Push higher-margin private labels, fresh categories and larger planned baskets to improve gross margin per order.
- Use DMart stores and sourcing infrastructure to lower replenishment, inventory and customer-acquisition costs.
- Segment the network by city maturity and disclose or manage toward contribution-margin milestones for older cohorts.
- Defend against quick commerce through reliable scheduled delivery, sharp value pricing and targeted rather than blanket promotions.