Aditya Birla Fashion and Retail Limited has informed the Exchange about Transcript of Q4 & FY 26 Earnings Call of the Company
ABFRL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
ABFRL reported Q4 FY26 revenue of INR 1,990 crores, up 16% YoY, with FY26 full year revenue at INR 8,177 crores (11% growth). EBITDA margin expanded to 11% from 10% last year, while consolidated EBITDA grew 23% YoY to INR 903 crores. Pantaloons delivered standout performance with 17% like-to-like growth and 15.5% EBITDA margin, while the ethnic business saw margin expansion of 560 bps to 10.8%. TCNS losses more than halved, and the company added over 180 stores during the year. Management flagged 3-4% raw material inflation expecting 5-8% price increases to offset it, with cautious outlook on H2 demand due to geopolitical uncertainties. Cash consumption was INR 1,000 crores in FY26 with standalone cash at INR 1,144 crores.
Strong Q4 performance with margin improvement across segments signals execution is paying off, though rising inflation and potential demand headwinds in H2 create uncertainty. The company remains FCF negative until FY29 per guidance, requiring continued cash deployment.