Aditya Birla Fashion and Retail Limited — PPTs, 13-08-2025: Investor Presentation

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**1. Financial Highlights:**

ABFRL's consolidated Q1 revenue grew 9% YoY to 1831 Cr. EBITDA surged 38% to 169 Cr, expanding margins to 9.3% (up 200 bps). Net loss narrowed to 234 Cr. Ethnic business revenue up 25% (EBITDA positive); TMRW revenue up 38%.

**2. Strategic Initiatives & Growth Drivers:**

Expanded network with 30+ new stores adding ~260k sq.ft. net area, favoring larger formats. Profitable e-commerce growth continues. TMRW scaling D2C/offline, leveraging its Centre of Excellence.

**3. Business Developments:**

Ethnic business showed strong momentum. TMRW secured a 437 Cr investment from ServiceNow Ventures, enhancing its tech with AI. Pantaloons launched a new retail identity and expanded 'Style Up' stores. Jaypore achieved Q1 EBITDA positivity.

**4. Market Position & Competitive Advantage:**

ABFRL's diverse brand portfolio and 4th consecutive quarter of margin expansion showcase operational strength. Multi-channel growth and strategic diversification offer a competitive edge in a muted market.

**5. Investor Implications:**

Strong EBITDA growth and expanding margins signal positive operational momentum. Strategic digital investments suggest long-term growth potential. Investors should monitor execution given the current demand environment.