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Aditya Birla Fashion and Retail (ABFRL) investor relations material
Aditya Birla Fashion and Retail Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary5 Nov, 2025
Executive summary
Q2 FY26 saw robust double-digit revenue growth of 13% YoY, driven by a strong festive season start, e-commerce momentum, and new brand launches, despite cautious consumer sentiment and regional disruptions.
All key segments, including Pantaloons, Ethnic, Luxury, and TMRW, reported healthy like-for-like and double-digit growth, with new luxury partnerships and Gen Z-focused brands enhancing the portfolio.
Strategic investments in brand building, marketing, and retail experience are driving sustainable growth, though margins moderated due to higher marketing spend.
Unaudited standalone and consolidated financial results for the quarter and six months ended September 30, 2025, were approved and released following board and audit committee review.
Results reflect the impact of the demerger of the Madura Fashion & Lifestyle (MFL) business, which became effective May 1, 2025.
Financial highlights
Consolidated revenue for Q2 FY26 was ₹2,036.20 crore, up 13% YoY; H1 FY26 revenue was ₹3,813 crore, up 11% YoY.
Q2 EBITDA grew 7% YoY to ₹116 crore, with margin at 5.9% versus 6.2% last year; H1 EBITDA rose 24% to ₹286 crore, margin at 7.5%.
Q2 PAT loss was ₹295 crore, compared to a normalized loss of ₹277 crore in Q2 FY25; H1 PAT loss was ₹529 crore.
Standalone revenue for Q2 FY26 was ₹1,542.80 crore; standalone net loss after tax was ₹59.93 crore.
Discontinued operations (MFL) contributed ₹1,883.35 crore in revenue for Q2 FY26.
Outlook and guidance
Expectation of significantly higher cash collection and profitability in H2 due to seasonality, especially in Ethnic and wedding-related segments.
No immediate need for additional capital; cash position expected to improve in the second half.
Targeting 40-50 new store additions in the fiscal year and plan to exit FY26 with ~95 OWND stores.
Galeries Lafayette to open India's first luxury department store in Nov 2025.
The company continues to focus on operational efficiency and integration post-demerger, with ongoing investments in subsidiaries and digital ventures.
Pantaloons segment margin outlook FY26?
TCNS profitability timeline and drivers?
H2 cash flow generation and capital needs?
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Next Aditya Birla Fashion and Retail earnings date
Q3 25/2616 Feb, 2026
Next Aditya Birla Fashion and Retail earnings date
Q3 25/2616 Feb, 2026
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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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