Spencer's Retail Limited — PPTs, 10-11-2025: Investor Presentation

Spencer's Retail reported Q2 consolidated sales of ₹445 Cr, a 7% QoQ jump, though down YoY due to store footprint adjustments. Spencer's standalone grew 9% QoQ, fueled by a strong 53% surge in online sales. Gross margins improved to 19.6% for Spencer's and held steady at 27.6% for Nature's Basket, which saw flat sales at ₹68 Cr. Consolidated EBITDA was neutral at ₹0.2 Cr, impacted by higher marketing spend and lower other income, but PBT losses narrowed significantly to ₹(64) Cr from ₹(87) Cr last year.

Strategic focus includes leveraging online growth and tight cost management. Recent initiatives saw the launch of Healthy Alternative Snacks, generating ₹6-7 lakh monthly. Nature's Basket celebrated its anniversary in Ahmedabad with events, boosting local sales by 20% MoM. Customer engagement efforts like 'Elysium Days' and 'Friendship Weekend Edit' also took place. Overall, the company is seeing margin improvements and managed operating costs, despite top-line challenges from store rationalization.