ALFA Finder| Revenue growth | 11% YoY consolidated growth. |
|---|---|
| Margins | EBITDA margin down to 8.2% from 9.3% YoY. |
| Demand visibility | Moderation in wedding demand; broader demand stable. |
Growth
Consolidated revenue rose to Rs. 2026 Cr (up 11% YoY). Pantaloons grew 10%, TMRW 11%, and Luxury 30%.
Outlook
Ongoing expansion with 45+ stores added in Q1; focusing on scaling Galeries Lafayette and D2C brands via TMRW.
Risks
Occasion-led demand moderated due to Adhik Maas; input cost pressures emerging in raw materials, logistics, and wages.
Last quarter's promises, checked
Delivered
- Guided 20-22 new Pantaloons stores → delivered 10 in Q1 (= BEAT)
- Guided TMRW growth >30% → delivered 11% in Q1 (= MISS)
- Guided Tasva breakeven by FY28 → On track (= BEAT)
Partly delivered
- Guided FY27 capex INR 300 Cr → Scaling ongoing in Q1 (= PARTIAL)
Missed
- Guided consolidated revenue growth 16% → delivered 11% (= MISS)
- Guided EBITDA margin 11.5% → delivered 8.2% (= MISS)
Investor Presentation 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.