Spencers Retail Ltd (NSE:SPENCERS)

Q4 2025 Spencer's Retail Ltd Earnings Call Transcript

May 16, 2025 / 09:30 AM GMT

Release Date Price: ₹64.66 (-1.84%)

Transcript

Key Points

Positve

Spencers Retail Ltd (BOM:542337) achieved a significant improvement in EBITDA, increasing from 14 crores in the previous year to 60 crores in FY25.
The company successfully reduced operating expenses by 76 crores, primarily due to strategic store closures and cost optimization.
The launch of the Jiffy quick delivery service in Kolkata has shown promising growth, with a 58% increase in user growth and a 47% increase in order growth.
Spencers Retail Ltd plans to expand its Jiffy service to Lucknow and Banaras, leveraging existing store networks for efficient delivery.
Nature's Basket introduced a membership program, Elysium, which has gained traction with 4,300 members, aiming to drive customer loyalty and repeat purchases.

Negative

Spencers Retail Ltd experienced a 15% drop in top-line revenue due to the closure of stores in North and NCR regions.
Nature's Basket faced supply chain issues affecting the availability of imported gourmet products, impacting sales and margins.
The company's net debt stands at approximately 860 crores, limiting its ability to take on additional debt for growth or capital expenditures.
The financial profitability in FY25 was partly due to other income from store closures, which may not be sustainable in FY26.
Spencers Retail Ltd's balance sheet remains leveraged, and the company is exploring options to raise equity, but market conditions are currently not supportive.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SPEN.NS - Spencer's Retail Ltd
Q4 2025 Spencer's Retail Ltd Earnings Call
May 16, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Spencer retail 4QF 525 post-rele earnings conference call hosted by Patri and Karani Securities and their Private Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing start, then 0 on touch to phone.

I now hand the conference over to Mr. Rachel Pare from Barleyvi and Karani Securities Inter Private Limited.

Thank you and over to you, sir.

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Unidentified_2 [2

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