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Investor Relations14 Oct 2025
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Aditya Birla Fashion and Retail (ABFRL) investor relations material
Aditya Birla Fashion and Retail Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 25/26 earnings summary14 Aug, 2025
Executive summary
Q1 FY26 revenue grew 9% year-over-year, led by new businesses and strong ethnic segment performance, with EBITDA up 38% and margin expansion for the fourth consecutive quarter.
PAT remained negative, impacted by higher depreciation and structural changes, including the demerger of Madura Fashion & Lifestyle and amalgamation of TCNS Clothing.
Store network expanded with over 30 new additions and continued e-commerce growth, with digital initiatives and omnichannel expansion as key priorities.
The company completed the demerger process, resulting in the creation and listing of Arista Birla Lifestyle Brands Limited.
Financial highlights
Q1 FY26 consolidated revenue was ₹1,831 crore, up 9% year-over-year, with EBITDA at ₹169 crore, up 38% YoY and margin improved to 9.3%.
PAT was -₹234 crore, slightly improved YoY, but net losses widened sequentially due to structural changes.
Gross cash as of June 2025 stood at ₹2,070 crore, with excess liquid investment and cash over debt.
E-commerce sales (excluding TMRW) grew over 20% YoY.
Discontinued operations (Madura Fashion & Lifestyle) contributed ₹1,877.50 crore in revenue and ₹137.37 crore in net profit after tax.
Outlook and guidance
The company expects sharper profitability in the ethnic business in the second half due to seasonality, with steady-state EBITDA margins for designer brands projected in the high 20s to 30s.
Ethnic wear business is expected to maintain a 20% growth rate, with portfolio-level post-IndAS EBITDA margins targeted at 20%.
Focus remains on profitable growth, omni-channel expansion, and digital initiatives amid muted market conditions.
Pantaloons network rationalization is complete, with net store additions expected and a focus on larger, modern stores.
Tomorrow business aims for EBITDA breakeven by FY29, with capital raised to accelerate growth and omnichannel expansion.
Ethnic business steady-state EBITDA target?
Pantaloons' marketing spend outlook?
TMRW's capital allocation strategy?
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Next Aditya Birla Fashion and Retail earnings date
Q2 25/267 Nov, 2025
Next Aditya Birla Fashion and Retail earnings date
Q2 25/267 Nov, 2025
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Frequently asked questions
Aditya Birla Fashion and Retail Limited (ABFRL) is an Indian conglomerate in the fashion and retail sector, part of the larger Aditya Birla Group. It represents a significant presence in India's fashion landscape through its diverse portfolio, which includes renowned brands such as Louis Philippe, Van Heusen, Allen Solly, and Peter England. ABFRL also operates Pantaloons, one of India's prominent fashion retailers. The company has an extensive retail footprint with thousands of stores across the country, serving a wide range of consumer segments. Additionally, ABFRL has expanded into ethnic wear, featuring collaborations with high-profile designers and labels like Sabyasachi and Shantanu & Nikhil. It also has a substantial international brand portfolio managed through The Collective, offering exclusive fashion brands such as Ralph Lauren and Ted Baker. The company is headquartered in Mumbai, Maharashtra, and its shares are listed on the National Stock Exchange of India.
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