| Revenue growth | 6% YoY consolidated Q4 growth; 8% for Spencer's format. |
|---|---|
| Margins | Consolidated margins at 18.8%; Spencer's improved 90bps annually to 19%. |
| Demand visibility | Positive momentum in East/UP markets; online orders steady at 2L/month. |
| Management confidence | Balanced but cautious, focused on operational fixes over aggressive expansion. |
Growth
Spencer's grew 8% in Q4 via membership stickiness; Nature's Basket declined due to inventory-assortment mismatches.
Outlook
Targeting 8% store EBITDA and consolidated operational breakeven by FY27 through inventory optimization and reward programs.
Risks
High debt maturity of ₹108cr in H1 FY27 and continued losses at Nature's Basket pose liquidity risks.
Earnings Call filed with BSE, NSE: SPENCERS. Summary written with AI assistance from the document.
Spencers Retail Ltd: key numbers
- Share price
- ₹27.85
- Market cap
- ₹251.0 Cr
- Revenue (annual)
- ₹1,800 Cr
- Net profit (annual)
- ₹-249.3 Cr
- P/E (TTM)
- -1.0×Sector 66.8×
- Promoter holding
- 58.81%+0.00% QoQ
- FII holding
- 6.50%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Call
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- Value
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- Key figure
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