Aditya Birla Fashion and Retail Limited — PPTs, 08-08-2026: Investor Presentation

Aditya Birla Fashion and Retail (ABFRL) saw consolidated revenue grow 11% to Rs. 2026 Cr this quarter. Profitability, however, moderated, with EBITDA at Rs. 167 Cr (down 2%) and an 8.2% margin, mainly due to lower other income and ramping up newer ventures like OWND and Galeries Lafayette. The company reported a net loss of Rs. 249 Cr.

Growth was broad-based, with Pantaloons segment revenue up 10% to Rs. 1204 Cr, and Luxury retail delivering strong 30% growth. The digital-first TMRW portfolio also grew 11%, significantly narrowing its losses. Ethnic businesses grew 4% amidst a shorter wedding season.

ABFRL continues its retail footprint expansion, adding over 45 stores and 70,000 sq. ft. of net area, bringing its total footprint to over 7.9 million sq. ft. Pantaloons saw its e-commerce revenue jump 37%. Strategic focus areas include enhancing fashion relevance and expanding omnichannel presence, especially for digital brands.

Management noted a moderation in occasion-led demand and emerging input cost pressures, which remain a key monitorable.