Investor Presentation of the Company for Q4 & FY26
ABFRL · price
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ABFRL reported strong Q4 FY26 results with revenue of ₹1,990 Cr, up 16% YoY, and EBITDA growing 29% to ₹229 Cr with margin expansion of 120 bps to 11.5%. For the full year FY26, revenue reached ₹8,177 Cr (up 11%), and EBITDA was ₹903 Cr (up 23%) with ~100 bps margin improvement. Pantaloons led growth at 19% YoY in Q4 with margin up 40 bps to 15.5%. Ethnic business showed significant profitability improvement with margin expanding 390 bps in Q4 and 560 bps for FY26 to 10.8%. TMRW (digital-first brands) grew 45% YoY with cash losses more than halved. The company added 180+ new stores during FY26 with ~600k sq.ft. net addition. Management flagged geopolitical risks and input cost pressures as key headwinds for the near term.
Strong operational execution with broad-based margin improvement across segments is positive for shareholders. TMRW's improving profitability and ethnic margin expansion signal successful portfolio restructuring. Net debt position of ₹149 Cr (vs net cash previously) warrants monitoring given lease liabilities of ₹4,495 Cr.