Aditya Birla Fashion and Retail Limited — PPTs, 25-05-2026: Investor Presentation

ADITYA BIRLA FASHION AND RETAIL (ABFRL) posted strong Q4 & FY26 results.

**Business Performance:** Q4 revenue surged 16% YoY to ₹1990 Cr, with normalized EBITDA up 29% to ₹229 Cr. For FY26, revenue hit ₹8177 Cr (+11% YoY), and normalized EBITDA grew 23% to ₹903 Cr. Pantaloons led the charge with 19% Q4 growth & 14% like-for-like sales. Ethnic businesses grew 14% for FY26, and TMRW's digital brands exploded 45% in Q4. Q4 PAT was -₹164 Cr, and FY26 PAT was -₹830 Cr.

**Growth Drivers/Strategy:** ABFRL is on an aggressive expansion drive, adding 70 new stores in Q4 & over 180 for FY26, especially for value retail & ethnic brands. Key strategies include enhancing Pantaloons' consumer experience and scaling TMRW's D2C omni-channel platform.

**Recent Developments:** Galeries Lafayette shows strong early traction in luxury retail. TMRW notably slashed cash losses by over 50% in Q4. E-commerce sales across the board jumped over 30% in Q4.

**Outlook:** Consumption trends remain stable, with value retail and omni-channel initiatives being key focus areas for continued profitable growth. The company aims for further e-commerce expansion.