Shoppers Stop Limited — PPTs, 14-01-2025: Investor Presentation

Shoppers Stop Ltd has reported a positive Q3 performance, with sales reaching ₹1,311 Cr, a 9% increase year-over-year. EBITDA stood at ₹262 Cr, reflecting a 20% rise, while profit after tax (PAT) surged by 37% to ₹49 Cr. The improved operational metrics—average transaction value (ATV) up by 6%, average selling price (ASP) increased by 4%, and items per transaction (IPT) rose by 2%—indicate a successful premiumization strategy, with premium categories now contributing 64% of total sales, an increase of 9% year-over-year.

The company opened 16 new stores in the quarter, enhancing its footprint in the retail sector. Strategic initiatives like the "India Weds with Shoppers Stop" campaign attracted strong consumer interest, resulting in meaningful sales contributions. Notably, the First Citizen loyalty program has significantly boosted repeat sales, contributing 83% to revenue.

Investors should watch closely as the focus on premiumization and new store expansions positions Shoppers Stop for potential growth amid changing market dynamics. However, the ongoing inflationary pressures warrant careful evaluation of consumer spending trends moving forward.