Aditya Birla Fashion and Retail Ltd — earnings calls

1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.

Q1 FY27 — transcript filed; not yet summarisedQ4 FY26

ABFRL reported Q4 FY26 revenue growth of 16% year-on-year to INR1,990 crores, with Pantaloons delivering 19% growth and TMRW growing 45%. Adjusted for one-off gains in both years, EBITDA grew 29% year-on-year with margins at 11.5%, while the ethnic business saw margin expansion of 390 basis points due to reduced TCNS losses. Management discussed a strategic reset in Pantaloons over the past 18 months, raw material inflation of 3-5%, and plans to remain FCF positive at the standalone level by FY29.