Aditya Birla Fashion and Retail Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Aditya Birla Lifestyle Brands Limited (ABLBL) posted Q4 revenue of ₹1,942 Cr (+3% YoY) with a 17% EBITDA margin (+200 bps), driven by premium brands and network optimization. Full-year revenue reached ₹7,830 Cr with margin gains. Aditya Birla Fashion and Retail (ABFRL) reported Q4 revenue of ₹1,719 Cr (+9% YoY), EBITDA doubling to ₹199 Cr (+103%), led by Pantaloons, Ethnic Wear (+19% revenue, +700 bps margin), and digital-first label TMRW (+27% growth). Pantaloons expanded store presence, targeting 15–20 new openings; Style Up aims to grow from 46 to 300+ stores in 3 years. Management expects company-wide EBITDA positivity by FY27 excluding TMRW. Capex guidance includes ~₹400 Cr annually for ABFRL and significant investment for ABLBL’s store expansion. Both firms hold strong cash positions and remain focused on profitable growth and margin enhancement with stable demand and a confident outlook.