ALFA Finder| 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
- ₹39.97
- Market cap
- ₹4,878 Cr
- Revenue (annual)
- ₹8,177 Cr
- Net profit (annual)
- ₹-775.9 Cr
- P/E (TTM)
- -5.7×Sector 66.2×
- Promoter holding
- 46.61%+0.00% QoQ
- FII holding
- 10.11%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 Management Change
Aditya Birla Fashion and Retail Limited disclosed that Independent Director Sunirmal Talukdar completed his second consecutive term and ceased to be a director effective close of business on 10 Nov 2026. No monetary value is involved.
Aditya Birla Fashion and Retail Other Announcement
Aditya Birla Fashion filed a monitoring agency report for the quarter ended 30 September 2026. It shows no deviation in utilisation of rights issue proceeds.
Aditya Birla Fashion and Retail Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 2030 Cr (+2% YoY), EBITDA Rs 67 Cr (-43%, margin 3.3%), PAT loss Rs 376 Cr. Festive shift hit operating leverage.
Aditya Birla Fashion and Retail Results Update
ABFRL's Q2 FY27 revenue rose 2% to Rs 2,030 Crore, but EBITDA fell 43% amid a festive date shift. Press release accompanies unaudited quarter results.
Aditya Birla Fashion and Retail Q2 FY27 Results: Net Loss of ₹376.4 Cr, Loss Widens
Aditya Birla Fashion and Retail Ltd reported revenue from operations of ₹2,030 Cr (+2.4% YoY) and a net loss of ₹376.4 Cr for Q2 FY27.
- Key figure
- Net loss ₹376.4 Cr
Aditya Birla Fashion and Retail Employee Stock Options
ABFRL's postal ballot passed two special resolutions adopting the ABFRL ESOP Scheme 2026 and extending it to subsidiary employees. Both cleared with over 96% of votes polled.