| Revenue growth | 6% YoY in Q4FY26; 8% for Spencer's format. |
|---|---|
| Margins | Consolidated margins at 20.5% for FY26; Spencer's at 19%. |
| Demand visibility | Sustained sales momentum since November 2025. |
| Management confidence | High for Spencer's recovery; focusing on internal fixes for Nature's Basket. |
Growth
Q4FY26 revenue grew 6% YoY; Spencer's format grew 8% YoY. Full year FY26 revenue declined 10% to ₹1,800cr.
Outlook
Targeting EBITDA breakeven in FY27. Plans to add 3-4 Spencer's stores and scale Nature's Basket membership.
Risks
Nature's Basket internal headwinds, high stock cover, and continued consolidated PBT loss of ₹250cr.
Earnings Call filed with BSE, NSE: SPENCERS. Summary written with AI assistance from the document.
Spencers Retail Ltd: key numbers
- Share price
- ₹28.07
- Market cap
- ₹253.0 Cr
- Revenue (annual)
- ₹1,800 Cr
- Net profit (annual)
- ₹-249.3 Cr
- P/E (TTM)
- -1.0×Sector 67.6×
- 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.
More from Spencers Retail Ltd
All →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.
Spencers Retail Earnings Call Transcript: Key Takeaways
Spencer's Retail reported a 13% YoY revenue growth in Q1 FY27, driven by strong Spencer's format performance and online growth, despite a slowdown and management reshuffle in the Nature’s Basket segment.
- Call
- Guides 25% growth
Spencers Retail Q1 FY27 Results: Net Loss of ₹60.4 Cr, Loss Narrows
Spencers Retail Ltd reported revenue from operations of ₹469.5 Cr (+12.9% YoY) and a net loss of ₹60.4 Cr for Q1 FY27.
- Key figure
- Net loss ₹60.4 Cr
Spencers Retail Earnings Call: Key Takeaways
Spencer's Retail shows a modest H2 recovery with 6% Q4 revenue growth, though Nature's Basket remains a laggard. Management is prioritizing EBITDA breakeven over expansion to offset high debt and past store closures.
Spencers Retail Q4 FY26 Results: Net Loss of ₹65.6 Cr, Loss Narrows
Spencers Retail Ltd reported revenue from operations of ₹436.1 Cr (+5.9% YoY) and a net loss of ₹65.6 Cr for Q4 FY26.
- Key figure
- Net loss ₹65.6 Cr