ALFA Finder| 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
- ₹22.34
- Market cap
- ₹201.3 Cr
- Revenue (annual)
- ₹1,800 Cr
- Net profit (annual)
- ₹-249.3 Cr
- P/E (TTM)
- -0.8×Sector 66.2×
- 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 Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹462 Cr (+4%) with EBITDA ₹5.6 Cr vs ₹0.2 Cr LY. Spencer's +7% offsets Nature's Basket -17%; losses persist.
Spencers Retail Q2 FY27 Results: Net Loss of ₹66.3 Cr, Loss Widens
Spencers Retail Ltd reported revenue from operations of ₹462 Cr (+3.8% YoY) and a net loss of ₹66.3 Cr for Q2 FY27.
- Key figure
- Net loss ₹66.3 Cr
Spencers Retail Board Meeting Date
Spencer's Retail Limited will hold a board meeting on November 5, 2026. The board will consider unaudited financial results for the quarter ended September 30, 2026.
Spencers Retail Price Movement Clarification
Spencer's Retail responded to exchange query stating price movement is market-driven with no undisclosed information. The company confirmed full compliance with Regulation 30 of SEBI LODR.
Spencers Retail Other Announcement
Spencers Retail Ltd filed its quarterly shareholding pattern under Regulation 31(1)(b), including disclosures regarding nil shareholding by certain promoter group entities.
Spencers Retail Annual General Meeting
Spencer's Retail Limited held its Ninth Annual General Meeting on September 11, 2026. Shareholders approved all agenda items, including borrowing limit increases and asset charges.