ALFA Finder| Revenue growth | Consolidated +4% YoY to ₹462 Cr; Spencer's standalone +7% |
|---|---|
| Margins | Consol GM 19.0% vs 21.0% LY; standalone 17.8% due to reclass |
Growth
Consolidated revenue +4% to ₹462 Cr; Spencer's standalone +7% to ₹403 Cr; H1 revenue ₹931 Cr (+8%).
Outlook
No explicit guidance given; management highlighted sustained Spencer's growth and tight cost control.
Risks
Nature's Basket sales -17%, margin down 408 bps; consolidated PAT loss widened; accounting reclass depresses gross margin.
Last quarter's promises, checked
Delivered
- Jiffy online ~25% guided → +39% (= BEAT)
- Consol EBITDA YoY up → ₹5.6 Cr vs ₹0.2 Cr LY (= BEAT)
Partly delivered
- Spencer's offline mid-high single digit → total +7%, offline split n/a (= PARTIAL)
- Sales-led EBITDA recovery sustained → ₹5.6 Cr vs ₹9.4 Cr in Q1 (= PARTIAL)
Missed
- Consol growth ~13% sustained → +4%, ₹462 Cr (= MISS)
- NB double-digit recovery by Q3/Q4 → NB -17% vs -13% in Q1 (= MISS)
- Like-for-like GM ~19% → standalone 17.8% (= MISS)
Investor Presentation filed with BSE, NSE: SPENCERS. Summary written with AI assistance from the document.
Spencers Retail Ltd: key numbers
- Share price
- ₹19.15
- Market cap
- ₹172.6 Cr
- Revenue (annual)
- ₹1,800 Cr
- Net profit (annual)
- ₹-249.3 Cr
- P/E (TTM)
- -0.7×Sector 64.4×
- Promoter holding
- 58.81%+0.00% QoQ
- FII holding
- 6.49%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Spencers Retail Ltd
All →Spencers Retail Q2 FY27 Results: Net Loss of ₹66.3 Cr, Loss Widens
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- Key figure
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