S D Retail Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 28 May 2026 | Textiles & Apparels | Market Cap: ₹164 Cr
S D Retail aims to grow at high double-digit rates over the next two years, driven primarily by the rapid expansion of Exclusive Brand Outlets (EBOs) and digital sales. S D Retail Limited expects high double-digit revenue growth over the next two years, driven primarily by rapid expansion of Exclusive Brand Outlets (EBOs) and strong digital (D2C) growth north of 50% YoY.
From S D Retail Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹82
Market Cap
₹164 Cr
P/E Ratio
15.4
Revenue Rank
Margin Rank
How does S D Retail Ltd rank in Textiles & Apparels?
Compare S D Retail Ltd against every Textiles & Apparels company this quarter on revenue, margins and earnings-call signals.
📊 Revenue & Sales Performance
Rank 2- →S D Retail aims to grow at high double-digit rates over the next two years, driven primarily by the rapid expansion of Exclusive Brand Outlets (EBOs) and digital sales.
- →EBO sales are expected to double year-on-year, targeting revenues in excess of INR 80 crores for the current year.
- →Digital Direct-to-Consumer (D2C) channel is projected to grow northwards of 50% year-on-year.
- →The company plans to continue adding 8-9 EBOs each quarter, reaching over 100 EBOs this financial year.
- →Overall company revenue growth is expected to accelerate from the current ~15% range toward high double digits, possibly closer to 20% base case next year.
- →Expansion in EBOs and digital channels is seen as the key lever to drive volume, value, and ultimately margins, while operational efficiencies will materialize over the next 1-2 years.
📈 Profitability & Margins
Rank 4- →S D Retail Limited expects high double-digit revenue growth over the next two years, driven primarily by rapid expansion of Exclusive Brand Outlets (EBOs) and strong digital (D2C) growth north of 50% YoY.
- →EBO sales are targeting in excess of INR 80 crores this year, with plans to double EBO sales year-on-year.
- →Operating leverage and margin expansion are anticipated but likely to take 1-2 years before significant improvements materialize as the company prioritizes scaling sales, marketing, and infrastructure investments.
- →EBITDA margins have improved but full double-digit margins at the company level are still some time away due to continued investments in manpower, marketing, and technology.
- →Profit after tax has grown modestly and is expected to improve as operational efficiencies kick in post expansion scale.
- →Management expects EPS and operating profits to rise significantly aligned with revenue growth and improved operational efficiencies in the medium term.
🏗️ Capital Expenditure Plans
Yes- →The company plans continued capex primarily for expanding Exclusive Brand Outlets (EBOs).
- →For FY 2027, capex depends on the store format: opening 20 COCO stores could require around INR 6 crores.
- →Capex per 500 sq ft store averages about INR 20 lakhs for setup, with deposits INR 10-15 lakhs and inventory INR 10-15 lakhs, totaling approximately INR 50 lakhs.
- →Focus on increasing store size to 1000-1200 sq ft for better operational efficiency and higher top line.
- →The company prefers adding franchise partners (COFO model) to reduce direct capex burden; franchisees invest in capex and inventory.
- →No immediate equity raising is planned to fund this expansion.
- →Investment priority remains on building infrastructure, hiring manpower, marketing, and opening more EBOs to capitalize on unorganized market potential.
💰 Fundraising & Capital Structure
No- →No immediate plans to raise equity for expansion or other purposes.
- →The company is focusing on opening 8-9 Exclusive Brand Outlets (EBOs) per quarter using existing resources.
- →Expansion plans primarily involve adding franchise partners to share capital expenditure.
- →No mention of new debt fundraising in the provided excerpts.
- →Operational growth and marketing investments are currently being funded internally.
- →Equity raising may be considered in the longer term but is not planned in the near future.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were S D Retail Ltd Q4 FY26 results?
S D Retail aims to grow at high double-digit rates over the next two years, driven primarily by the rapid expansion of Exclusive Brand Outlets (EBOs) and digital sales. S D Retail Limited expects high double-digit revenue growth over the next two years, driven primarily by rapid expansion of Exclusive Brand Outlets (EBOs) and strong digital (D2C) growth north of 50% YoY.
What is S D Retail Ltd share price analysis?
S D Retail Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 15.4 with a market cap of ₹164 Cr. Investors should review the full earnings analysis for detailed insights.
Is S D Retail Ltd planning capital expenditure?
The company plans continued capex primarily for expanding Exclusive Brand Outlets (EBOs).
Keep S D Retail Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.