Investor update and Press Release for the quarter ended June 30, 2026.

SRL:SEC:SE:2026-27/25 August 13, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor Phiroze Jeejeebhoy Tower Plot No. C/1, G-Block Dalal Street Bandra-Kurla Complex Mumbai – 400 001 Bandra (East), (Scrip Code: 542337) Mumbai – 400 051 (Symbol: SPENCERS) Dear Sir/Madam, Sub: Investor Update and Press Release for the quarter ended on June 30, 2026 Pursuant to Regulation 30 of SEBI (LODR) Regulation, 2015, please find annexed herewith a copy of the Investor updates and press release dated August 13, 2026 for the quarter ended on June 30, 2026. This information is also available on the website of the Company at www.spencersretail.com. You are requested to kindly take the abovementioned information on record and oblige. Thanking you. Yours faithfully, For Spencer’s Retail Limited Navin Kumar Rathi Company Secretary & Compliance Officer Encl: As above Spencer's Retail Limited Regd. Office: Duncan House, 31, Netaji Subhas Road, Kolkata-700 001 Corp. Office: RPSG House, 2/4 Judges Court Road, Kolkata-700 027 Tel: +91 33 2487 1091 Web: www.spencersretail.com CIN: L74999WB2017PLC219355 Spencer’s Retail Limited Kolkata: August 13, 2026 Unaudited Consolidated Financial Results Highlights for the quarter ended June 30, 2026 Strong Q1 FY 27 with a 13% Y-o-Y Sales growth and a 2X improvement in EBITDA  Revenue for the quarter ₹ 469 Cr vs ₹ 416 Cr in Q1 LY & ₹ 436 Cr in Q4 LY  Gross Margin ₹ 93 Cr vs ₹ 86 Cr in Q1 LY & i₹ 82 Cr in Q4 LY  2X Improvement in EBITDA, ₹9.4 Cr ( 2% of sales) vs ₹4.7 Cr (1.1% of Sales) in Q1 LY  PBT (-)₹60 Cr vs (-)₹62 Cr(-) in Q1 LY & (-) ₹66 Cr in Q4 LY Spencer’s Highlights  2nd Consecutive quarter of growth with 18% YoY growth (vs Q1 LY) & 8% QoQ growth  Online Business grew at 50% with profitability at unit order level,  Offline business grew at 14%,with improvement in consumer retention & frequency  Margins were steady at 19% and operational expenses lower by 5% over Q1 LY  EBITDA improved to ₹18 Cr (4.4% of sales) vs ₹15 Cr (4.2% of Sales) in Q1 LY Mr. Shashwat Goenka, Chairman, said, “Spencer’s Retail delivered a strong Sales Led performance in Q1, driven both across the online and offline business segments. This marks the second consecutive quarter of growth and is both encouraging and a validation of our strategy focused on driving higher level of effectiveness (same store growth, sales per sq ft) and executing these with improved efficiencies (lower operating expenses). Given the sales momentum we have been building since the last 9 months and the success of the underlying initiatives we remain confident of sustaining this momentum in the coming Quarters”. About Spencer’s Retail Limited: Spencer’s Retail Limited (www.spencersretail.com | NSE: Spencers | BSE: 542337), part of RP-Sanjiv Goenka Group, is a multi-format retailer providing a wide range of quality products across categories such as FMCG, fashion, food, staples, general merchandise, personal care, home essentials, electrical and electronics to its consumers specialty sections such as Spencer’s Gourmet, Patisserie, Wine & Liquor and Epicuisine section are some of the key differentiators in our hypermarket stores and in Natures Basket Limited L’exclusif, Healthy alternatives and Natures. The first ever hypermarket in India was launched by Spencer’s in Hyderabad in 2000. Today, Spencer’s runs 131 stores (including Natures Basket) with a total 10.34 Lacs Square Feet in over 27 cities in India. Spencer’s brand positioning – Makes Fine Living affordable – embodies its philosophy of delighting shoppers with the best products and services that enable a fine living at reasonable prices, while providing them with a warm, friendly and educational retail environment. Value Market format is ‘maha bachat har din’ on your daily essentials household needs with best quality. Natures Basket Limited is a one shop destination for all multi cuisine cooking needs, healthy food including international food products. ORIPL is an E-commerce company 100% owned Subsidiary of Spencer’s Retail Limited. It is an OMNI Channel platform for Food, Grocery, Fresh, Apparel, General Merchandise and Liquor. Disclaimer: Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like government actions, local political or economic developments, technological risks, and many other factors that could cause our actual results to differ materially from those contemplated by the relevant forward-looking statements. Spencer’s Retail Limited will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances. Q1 FY 27 Results Presentation 13th August 2026 Aug-26 | RP-SanjivGoenka Group Presentation 1 • Q1 Sales at Rs469 Crs vs Rs416 Crs in Q1 LY and Rs436 Crs in Q4 LY • +13% YoY growth and +8% QoQ growth • 2nd consecutive quarter of growth • Driven by strong sales momentum @ Spencer’s • YoY +17.8% vs Q1 LY , +7.5% vs Q4 LY. (Offline : +14% and Online : +49%) • Margins at 18.2% vs Q1 LY margins of 19.1% (impact of Accounting treatment of membership costs) • Decrease in overall expenses to Rs57 crs vs Rs60 crs in Q1 LY & Rs61 crs in Q4 LY • Q1 EBITDA at Rs18 crs (4.4% of Sales) vs Rs14.6 crs (4.2% of sales) in Q1 LY. • Top line growth of +8% QoQ (vs Q4 LY) and -13.5% de-growth YoY at Natures Basket • Sales at Rs59 Crs vs Rs55 Crs in Q4 LY and Rs69 Crs vs Q1 LY • Margins flat at 27.4% vs 25.6% in Q4 LY and 28.2% in Q1 LY • Tight control on Expenses at Rs19.6 crs. vs Rs19.4 crs. in Q4 LY • Financial EBITDA of Rs (-)2.6 crs vs Rs (-)4.4 crs in Q4 LY and Rs 0.8 crs in Q1 LY • Q1 EBITDA at consolidated level @ Rs 9.4 crs vs Q1 LY at Rs. 4.7 crs • Q1 PBT at consolidated level Rs (-)60 crs. vs Rs (-)66 crs. in Q4 LY & Rs (-)62 crs. in Q1 LY Aug-26 | RP-SanjivGoenka Group Presentation 2 Aug-26 | RP-SanjivGoenka Group Presentation 3 F Y 2 6 Q 4 F Q 1 F Y 2 7 1 9 .8 % Steady Margins @ 19.8% better than LQ EBITDA at 100% growth Q1FY26 Q4FY26 Q1FY27 1 F Y 2 6 Q 4 F 6 Q 1 F Y 2 7 4 6 9 Q1: Double Digit (13%) Growth with 2X EBITDA vs Q1 LY Sales in ₹ Cr Gross Margin % +13% YoY +8% QoQ Operating Exp ₹ Cr EBITDA ₹ Cr Reduced Operating Expense, lower than Q1 and Q4 LY Q1FY26 Q4FY26 Q1FY27 Business Highlights – Spencer’s Aug-26 | RP-SanjivGoenka Group Presentation 4 Sales in ₹ Cr Gross Margin % Q1 LY Q4 LY Q1 CY Operating Exp ₹ Cr EBITDA in ₹ Cr 60 61 57 Q1 LY Q4 LY Q1 CY Q1 LY Q4 LY Q1 CY Aug-26 | RP-SanjivGoenkaGroup Presentation 5 1 9 .1 1 L Y Strong (+18%) Growth, steady margins & tight cost controls led EBITDA improvement Delivered steady margin at 18.2% (includes adjustment for Membership)-LFL Margins steady Y-o-Y growth of 18% @19% Q-o-Q growth of 8% Reduced Operating Expenses EBITDA growth QoQand YoY Jiffy (online segment) Highlights Customer Experience gains are driving durable customer stickiness Aug-26 | RP-SanjivGoenka Group Presentation 6 Business Highlights •APRIL | OWN THE SEASON MAY | BUILD EMOTIONAL CONNECTION JUNE | LOCAL + COMMUNITY •Theme:Summer + Mango + IPL Theme:Mother's Day + Partnerships + Community Theme:Father's Day + Wellness + Store •The Great Gourmet Summer •Mother's Day in-store experience Discovery •All Hail The King –Mango Season •Jamie Oliver Pizzeria collaboration •Father's Day Challenge •Gourmet Premier League •Chef's Tables with premium partners •Nandita Mishra collaboration •Elysium / Quick Serves •EasternSweetsby Sangeeta •Saanika Shah ×ProRush session •Strong VM & in-store merchandising •Tribe Kombucha •Aumlife× Nature's Basket Chef's Table •Chef's Table experiences •Organic Mother's Day content •Bandra Hill Road influencer activation •Highlight: •Award recognition for Mango campaign •Localized content to drive store awareness All Hail The Kingbecame the standout campaign Highlight: of the quarter —eventually winning t [Showing first 8,000 characters — download PDF for full document]