)
Visual
test
Aditya Birla Fashion and Retail
Aditya Birla Fashion and Retail (ABFRL) investor relations material
Aditya Birla Fashion and Retail Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary6 Feb, 2026
Executive summary
Q3 FY26 revenue grew 8% YoY, with EBITDA up 13% and margin expansion of 70 bps, despite mixed demand and festive timing shifts impacting some segments.
Ethnic and luxury portfolios delivered strong double-digit growth, while value/mass segments were impacted by festive and EOSS timing.
Digital-first and new businesses, including TMRW, posted over 20% growth, with TMRW sales up 29% YoY and losses peaking.
Strategic investments in network expansion and premiumization are showing early positive results, especially in Pantaloons and ethnic segments.
Board approved unaudited results for Q3 and 9M FY26, reflecting the demerger of MFL Business and pending amalgamations.
Financial highlights
Q3 FY26 consolidated revenue: ₹2,374 crore (up 8% YoY); EBITDA: ₹370 crore (up 13% YoY); EBITDA margin: 15.6% (up 70 bps YoY).
Q3 FY26 normalized loss: ₹115 crore; reported loss: ₹137-141 crore, including a one-time exceptional item related to Labour Code.
9M FY26 consolidated revenue: ₹6,187 crore (up 10% YoY); EBITDA: ₹655 crore (up 17% YoY); margin: 10.6%.
Gross cash as of Dec 2025: ₹2,100 crore; consolidated net cash: ₹600 crore.
Standalone Q3 FY26 revenue: ₹1,641.69 crore; net loss: ₹61.57 crore; consolidated net loss: ₹137.30 crore.
Outlook and guidance
Pantaloons targets mid- to high-single-digit like-to-like growth and double-digit overall growth over the next two years.
TCNS plans to add 50-60 stores next year, with breakeven expected in FY27; Tasva breakeven targeted for FY28.
OWND! expects to open 40-50 stores in the coming year, with profitability not expected before FY29; TMRW breakeven projected for FY29.
Focus remains on premiumization, network expansion, and leveraging digital and omni-channel growth levers.
Management is monitoring Labour Code implementation and will update estimates as clarifications emerge.
Continuing ops profitability outlook
Future financial impact of new Labour Code
Strategic rationale for subsidiary amalgamations
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income. - 6 FebFFIE
Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
Next Aditya Birla Fashion and Retail earnings date
Q4 25/2622 May, 2026
Aditya Birla Fashion and Retail
Next Aditya Birla Fashion and Retail earnings date
Q4 25/2622 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage