Spencer's Retail Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Spencer's Retail reported Q4 FY26 consolidated sales growth of 6% to INR 436 Cr, with the Spencer's format achieving 8% YoY growth. This was driven by inventory optimization, a successful loyalty program (100k members), and a 37% surge in online sales to INR 200 Cr, which is now unit-order profitable. Spencer's store EBITDA doubled, with a target of 8% in FY27. Nature's Basket faced internal challenges; a new CEO and strategic focus on fresh inventory, loyalty, and online revamp aim for a turnaround. Management's outlook is confident, targeting operational EBITDA breakeven in FY27.