| Revenue growth | 16% YoY in Q4; 11% for full year FY26. |
|---|---|
| Margins | EBITDA margin at 11.5% excluding one-offs; ethnic margins expanded 390bps. |
| Demand visibility | Normal demand through April; cautious on H2 FY27 inflationary impacts. |
| Management confidence | High in Pantaloons' strategy reset and ethnic portfolio scaling. |
Growth
Q4 revenue grew 16% YoY to ₹1,990Cr; FY26 revenue at ₹8,177Cr (+11% YoY). EBITDA grew 29% excluding one-offs.
Outlook
Aims for FCF positive by FY29. FY27 capex guided at ₹300-400Cr with 20-22 new Pantaloons store additions planned.
Risks
Near-term risks include 3-5% raw material inflation and potential second-half demand compression due to broader inflationary pressures.
Earnings Call filed with BSE, NSE: ABFRL. Summary written with AI assistance from 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.
More from Aditya Birla Fashion and Retail Ltd
All →Aditya Birla Fashion and Retail Acquisition
ABFRL's subsidiary, ABDFVL, acquired an additional 15.62% stake in Imperial Online Services, making it a wholly-owned step-down subsidiary.
Aditya Birla Fashion and Retail Merger & Restructuring
ABFRL subsidiary Sabyasachi India Ltd incorporated Sabyasachi Retail FZ-LLC in Ras Al Khaimah, UAE. The step-down subsidiary will deal in designer apparels, jewellery and accessories.
Aditya Birla Fashion and Retail Investor Presentation: Key Takeaways
ABFRL Q1 FY27 results show 11% YoY revenue growth driven by Pantaloons and Luxury, though EBITDA margins contracted to 8.2% due to scaling of new formats.
Aditya Birla Fashion and Retail Q1 FY27 Results: Net Loss of ₹248.7 Cr, Loss Widens
Aditya Birla Fashion and Retail Ltd reported revenue from operations of ₹2,026 Cr (+10.6% YoY) and a net loss of ₹248.7 Cr for Q1 FY27.
- Key figure
- Net loss ₹248.7 Cr
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.
Aditya Birla Fashion and Retail Q4 FY26 Results: Net Loss of ₹163.8 Cr, Loss Widens
Aditya Birla Fashion and Retail Ltd reported revenue from operations of ₹1,990 Cr (+15.7% YoY) and a net loss of ₹163.8 Cr for Q4 FY26.
- Key figure
- Net loss ₹163.8 Cr