Shoppers Stop Limited
3,843words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
10%
11%
8%
16%
Rs.1,346
7%
Rs. 331
22%
Rs. 70
70%
6%
Guidance — 7 items
Management Comments
opening
“Our EBITDA grew by 42% and Profit before tax turned the corner from a loss in FY25 to a profit of Rs.9 Crs in Q2.”
Management Comments
opening
“We will be launching brands by EuroItalia, a global player in luxury beauty industry, known for promoting the "Made in Italy" craftsmanship worldwide, with luxury fragrances and cosmetics.”
Management Comments
opening
“As we step into busy festive season I expect the demand to increase and stabilize.”
Note
opening
“-17 -142 66 95 -5 0 -31 22 FINANCIALS H1 FY26 (STANDALONE) Particulars Rs in Crs Gross Revenue Net Revenue Other Income Total Revenue Margin Margin% Non GAAP GAAP FY26 FY25 Gr% FY26 FY25 Gr% 2756 2441 47 2558 2260 40 2487 2300 904 843 8% 8% 17% 8% 7% 2548 2270 19 2289 909 2362 2102 13 2115 845 8% 8% 47% 8% 8% 37.0% 37.3% -20 Bps 40.0% 40.2% -20 Bps Operating Exp. 902 847 EBITDA Depreciation Finance Cost PBT ESOP/RSU/Excep.”
Note
opening
“-14 -143 67 96 -5 0 -27 26 FINANCIALS H1 FY26 (CONSOLIDATED) Particulars Rs in Crs Gross Revenue Net Revenue Other Income Total Revenue Margin Margin% Non GAAP GAAP FY26 FY25 Gr% FY26 FY25 Gr% 2946 2602 47 2649 2337 40 2649 2377 957 873 11% 11% 17% 11% 10% 2726 2418 20 2459 2184 13 2437 2197 960 877 11% 11% 47% 11% 9% 36.8% 37.3% -60 Bps 39.7% 40.1% -50 Bps Operating Exp. 945 872 EBITDA Depreciation Finance Cost PBT ESOP/RSU/Excep.”
Note
opening
“City Presence 70 Cities Capex and Deposits Rs 34 Crs (Q2); Rs 54 Crs (H1) Inorbit Malad, Mumbai 31 OPERATIONAL KPIs IN Q2 ATV (Rs/-) ASP (Rs/-) +8% +6% 4199 4348 4729 5109 1472 1529 1640 1744 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Items per Txn.”
Note
opening
“(Nos.) +2% 2.85 2.84 2.88 2.93 0.0 0 FY23 FY24 FY25 FY26 (Excluding Online and INTUNE) 32 MARKETING HIGHLIGHTS Pujo Campaign “Pujor Prothom Stop” Rakshabandhan- GIFTS OF LOVE Denim Decode with Levis and Vogue Views: 76.4M Views: 33.3M Click on the images to watch the campaign/event clips 33 PERSONALISATION THAT SPEAKS EVERY REGION’S LANGUAGE Hariyali Teej @ Lucknow Pujo @ Agartala Independence Day Rakshabandhan @ Hyderabad Onam @ Trivandrum 34 BEAUTY MARKETING HIGHLIGHTS”
Speaking time
1
1
1
1
Opening remarks
Management Comments
Commenting on the Q2FY26 results, Mr. Kavindra Mishra, MD and CEO, Shoppers Stop Ltd, said, “I am pleased to share our sustained good performance and outgrowing quarter after quarter. Our Core business has delivered stupendous growth through number of initiatives such as premiumization, developing our own IPs to drive the premiumization, Engagement with First Citizen Customers, Higher enrolment of Premium Black Card customers, Increased Personal Shoppers Share, etc. resulting in sales Public growth of 7%. More importantly the department LFL grew by 9.4% .Our sales growth has further amplified by Customer Entry growth of 6% LFL, a positive growth for the first time in many years. Our EBITDA grew by 42% and Profit before tax turned the corner from a loss in FY25 to a profit of Rs.9 Crs in Q2. Our new business, i.e. INTUNE and ss.beauty.in, which we have been investing has been performing appreciably, despite headwinds. The sales growth has been 75%, with marked improvement in the busines
Note
We have published a detailed Non-GAAP and GAAP Income Statement. Our non-GAAP measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be read only in conjunction with our consolidated financial statements prepared in accordance with GAAP. About Shoppers Stop Limited: Shoppers Stop Ltd. is the nation's leading premier retailer of fashion and beauty brands established in 1991. Spread across 111 department stores, the Company also operates 10 premium home concept stores, 84 Specialty Beauty stores of M.A.C, Estée Lauder, Bobbi Brown, Clinique, Jo Malone, NARS, ARMANI beauty, PRADA BEAUTY and SSBeauty, 78 INTUNE stores and 20 Airport doors, occupying area of 4.5 M sq. ft. Shoppers Stop is home to one of the country's longest running and most Public coveted loyalty program 'First Citizen'. The Company's one-of-a-kind shopping assistance service, 'Personal Shopper' is revolutionizing the way Indian’s shop, bringing more value, comfort,
Launched new IP
“SSBeauty All Access” Biggest Beauty IP “Showstoppers’25” with actress Vani Kapoor as the face of the campaign Reach: 16.5M ; Views: 17.5M Sales generated: Rs 90 Cr+ Click on the image to watch the campaign clip
Milestone achieved
1 million Followers on Instagram 35 DISCLAIMER Certain statements in this release concerning our future growth prospects are forward-looking statements within the meaning of applicable securities laws and regulations, and which involve number of risks and uncertainties, beyond the Control of the company, that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to attract and retain highly skilled professionals, political instability, cost advantage, wage increases, legal restrictions on raising capital or acquiring companies outside India, and unauthorized use of our intellectual property and General economic conditions affecting our industry. Shopper’s Stop Ltd. may, from time to time, make additional written and oral forward looking statements, including our reports to shareholders