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Earnings Call

Aditya Birla Fashion and Retail Earnings Call: Key Takeaways

ABFRL delivered a strong Q4 FY26 with 16% revenue growth and 29% normalized EBITDA growth, driven by a 19% surge in the Pantaloons segment and significant margin expansion in Ethnic businesses.

Highlights
Revenue growth16% YoY for Q4; 11% YoY for FY26.
MarginsNormalized EBITDA margin up 120bps in Q4; Ethnic margin up 390bps.
Demand visibilityStable consumption trend; sustained momentum in value retail.
Management confidenceHigh, citing highest organic growth in 12 quarters.

Growth

Q4 revenue grew 16% to ₹1990 Cr; FY26 revenue rose 11% to ₹8177 Cr. Normalized EBITDA grew 23% in FY26.

Outlook

Strong expansion with 180+ new stores in FY26; scaling OWND format and ramping up luxury (Galeries Lafayette).

Risks

Geopolitical factors affecting input costs; lower wedding dates in Q4 impacting ethnic wear demand.

Source

Earnings Call filed with BSE, NSE: ABFRL. Summary written with AI assistance from the document.

Read the document ↗

Aditya Birla Fashion and Retail Ltd: key numbers

Share price
₹49.14
Market cap
₹5,998 Cr
Revenue (annual)
₹8,177 Cr
Net profit (annual)
₹-775.9 Cr
P/E (TTM)
-7.7×Sector 67.6×
Promoter holding
46.61%+0.00% QoQ
FII holding
12.87%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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