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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 to ₹1,990Cr, led by Pantaloons' record 19% growth. The company continues its ethnic expansion while reducing losses in its digital brand portfolio (TMRW).

Why this was an Alfa AlertNot a filter event. Performance was in line with historical momentum; no explicit 10%+ guidance beat was stated.
Highlights
Revenue growth16% YoY in Q4; 11% for full year FY26.
MarginsEBITDA margin at 11.5% excluding one-offs; ethnic margins expanded 390bps.
Demand visibilityNormal demand through April; cautious on H2 FY27 inflationary impacts.
Management confidenceHigh 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.

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
₹44.82
Market cap
₹5,470 Cr
Revenue (annual)
₹8,177 Cr
Net profit (annual)
₹-775.9 Cr
P/E (TTM)
-7.0×Sector 66.8×
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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