Aditya Birla Fashion and Retail Limited — Investor Meet, 11-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ABFRL reported Q2 FY26 revenue of ₹1982 Cr (+13% YoY) with EBITDA up 7% (margins 5.9%). PAT was a loss of ₹295 Cr. Key segment growth: Pantaloons like-to-like +7%, ethnic business >20%. Highlights include launching Gen Z brand OWND! and the Galeries Lafayette India store. TMRW secured ₹450 Cr funding. Management is confident in continued strong, broad-based growth, driven by sustained strategic investments in brand building and retail excellence, with TCNS nearing profitability and Tasva expanding rapidly.