| 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
- ₹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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- Key figure
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- Key figure
- Net loss ₹163.8 Cr