Spencer's Retail Limited — PPTs, 21-05-2026: Investor Presentation

Spencer's Retail reported Q4 sales growth of 6% YoY to Rs436 Cr, mainly fueled by the Spencer's segment's 8.1% YoY increase. Full-year FY26 sales, however, dipped 9.8% to Rs1800 Cr due to previous store closures. Despite this, the company saw its full-year gross margin expand by 92 bps to 20.5%. Consolidated Q4 EBITDA turned positive at Rs2.2 Cr, a notable improvement from a loss last year, reflecting an efficiency drive.

The company's strategy focuses on efficiency-led improvements and digital growth. Spencer's is making progress towards break-even on a reduced footprint through tight cost control. Digital initiatives are strong, with new automated CRM journeys, an online strategy boosting both customer acquisition and order generation, and Elysium Memberships jumping 69% QoQ. Organic digital engagement also soared 138% in Q4. Nature's Basket, despite a Q4 sales dip, improved its EBITDA through tight operating cost management. ORIPL's online revenue grew 54% YoY in Q4. FY26 consolidated PBT was Rs(-)249.6 Cr.