Aditya Birla Fashion and Retail Limited has informed the Exchange about Investor Presentation
ABFRL · price
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ABFRL reported Q2 FY26 consolidated revenue of ₹1,982 Cr, up 13% year-on-year, driven by a strong festive start. EBITDA grew 7% to ₹116 Cr, though margin slipped 30 bps to 5.9% due to roughly 200 bps higher marketing spends across portfolios. The company swung to a larger net loss of ₹295 Cr versus ₹116 Cr a year ago, hurt by higher depreciation and finance-related items. For H1 FY26, revenue rose 11% to ₹3,813 Cr with EBITDA up 24% and margins expanding 80 bps to 7.5%. Segment-wise, TMRW surged 27%, Ethnic grew 11% (ex-TCNS 34%), and Pantaloons rose 6%. The company launched a new GenZ-focused brand called OWND and unveiled India's first Galeries Lafayette luxury department store in Mumbai, targeting 40–50 new store additions this fiscal.
Topline growth is healthy and the H1 margin expansion is a positive, but the Q2 margin dip, continued bottom-line losses, and rising gross debt (₹1,716 Cr vs ₹1,439 Cr in March) suggest profitability and balance sheet concerns remain. Shareholders should watch whether festive momentum and new launches translate into sustained margin recovery.