Retail

V-Mart Retail reported a robust 22.8% increase in net profit for the third quarter, reaching Rs. 88 crore, driven by strong same-store sales and operational efficiencies. Revenue growth was supported by expanding retail footprint, increased customer footfall, and higher average transaction value across its portfolio of value-focused apparel and lifestyle stores. Analysts noted that effective inventory management and cost control measures further strengthened margins, even amid macroeconomic challenges.

IndiaMART InterMESH reported a robust financial performance in the third quarter, with net profit rising 55 percent year-on-year to Rs. 188 crore. The strong earnings growth was supported by steady revenue expansion, disciplined cost management and sustained demand from small and medium enterprises adopting digital commerce platforms. Despite a cautious macroeconomic environment, the company benefited from operating leverage and improved monetization of its marketplace services.

Reliance Retail, the consumer-facing arm of Reliance Industries, reported a 2.7 percent increase in net profit for the third quarter, reaching Rs. 3,551 crore. The growth was driven by steady demand across its diversified retail formats, including grocery, fashion, and electronics, coupled with operational efficiencies and strategic store expansions. While revenue growth remained robust, margin pressures from inflation and competitive pricing moderated profitability gains.

Reliance Industries Ltd reported a largely unchanged profit performance for the third quarter, reflecting a balance between strength in its consumer-facing businesses and continued pressure in its energy operations. Net profit stood at Rs. 18,645 crore, broadly in line with the year-ago period, as gains from retail and digital services helped counter weaker margins in the oil-to-chemicals segment. The results highlight the conglomerate’s diversified business model, which continues to cushion earnings volatility amid global commodity fluctuations and uneven demand conditions.

Reliance Industries continues to strengthen its position across India’s key growth sectors, leveraging scale, capital strength, and diversification to navigate a complex economic environment. The conglomerate’s energy, retail, and digital businesses remain central to its expansion strategy, with steady investments aimed at long-term value creation. While global volatility and domestic cost pressures persist, Reliance’s integrated business model provides resilience and earnings visibility.

India’s electric vehicle (EV) market recorded a strong acceleration in 2025, with retail sales rising 16.37 percent year on year, according to data from the Federation of Automobile Dealers Associations (FADA). The growth underscores rising consumer acceptance of electric mobility, supported by improving charging infrastructure, expanding model choices and supportive government policies. From two-wheelers to passenger cars and commercial fleets, EV adoption gained momentum across segments.

The Federation of Retailers Association of India (FRAI) has urged the government to reassess the current excise duty framework on tobacco products, citing growing concerns over market imbalance, revenue leakage, and the expansion of illicit trade. According to the association, steep and uneven taxation has strained legal supply chains while inadvertently encouraging unregulated alternatives. FRAI argues that a calibrated duty structure could protect government revenues, support legitimate businesses, and ensure better regulatory oversight.

Shares of Titan Company Ltd. moved sharply higher after the Tata Group-backed consumer goods major reported strong revenue growth for the third quarter, reinforcing optimism around demand resilience across its core businesses. The performance was driven by steady traction in its jewelry segment, supported by festive-season demand and strategic pricing, alongside continued momentum in watches and wearables. Investors responded positively to signs of volume-led growth and disciplined cost management despite a challenging macroeconomic environment.

India’s automobile retail market recorded a 7.71 percent year-on-year growth in 2025, reflecting resilient consumer demand and a gradual recovery across vehicle segments, according to data from the Federation of Automobile Dealers Associations (FADA). The expansion was supported by improved supply conditions, easing inflationary pressures, and steady financing availability. While two-wheelers and passenger vehicles led the momentum, commercial vehicle sales showed signs of stabilization.

Shares of Trent Ltd. declined sharply, falling 8 percent in a single trading session after the company’s latest revenue update failed to meet market expectations. The sell-off reflected investor unease over growth momentum in the near term, despite the retailer’s strong long-term positioning in India’s organized retail space. Broader market weakness added to the pressure, amplifying losses in consumer-facing stocks.