V-Mart Retail is seeing margin betterment & continued network expansion; maintaining Buy for target price of ₹1208 (50% upside): Anand Rathi

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Lower Limeroad losses, greater operational efficiencies and better offline margins drove a 166bp y/y higher EBITDA margin to 14.3% (~200bps above ARe and consensus). SSSG was 1%, hurt by advance Eid sales, an early monsoon and market sluggishness. Vmart’s apparel ASP grew 2%. However, Unlimited’s fell 3% led by focus on more value offerings.