Investec initiates 'Buy' on Vishal Mega Mart, sees 21% upside on double-engine growth
Brokerage starts coverage with Rs 144 target (CMP Rs 118.90), citing 795-store footprint, 74% private-label mix, and 10% SSSG. Projects 18% revenue and 21% EPS CAGR over FY26-29, anchored by 13% annual store additions in tier-2/3 value retail.
What happened
Investec initiated 'Buy' on Vishal Mega Mart with Rs 144 target (21% upside), citing 795-store scale, 74% private-label mix, and a double-engine growth story
Key facts
- Target Rs 144
- 21.1% upside
- CMP Rs 118.90
- 795 stores
- 74% private-label
- 10% SSSG
- 13% store additions
- 18% revenue CAGR
- 21% EPS CAGR FY26-29
Why this matters
The 795-store footprint and private-label scale make Vishal a defensive anchor in value retail, worth benchmarking against for any tier-2/3 expansion or partnership thesis.