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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
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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
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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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