Q3 2025 Aditya Birla Fashion and Retail Ltd Earnings Call Transcript
Key Points
- Aditya Birla Fashion and Retail Ltd (BOM:535755) reported a consolidated revenue growth of 3% YoY, reaching INR4,305 crore for Q3 FY25.
- The company achieved a consolidated EBITDA growth of 13% YoY, with margins improving from 14.5% to 15.9%.
- The demerger of the western wear brands business into Aditya Birla Lifestyle Brands Limited is progressing well, expected to complete in the next two to three months.
- The company successfully raised USD490 million in equity capital, making the demerged entity debt-free and providing cash for growth.
- Lifestyle Brands reported a strong like-to-like growth of 12% across more than 2,500 stores, reflecting robust consumer franchise strength.
- Overall consumption remained subdued, with inconsistent footfalls outside the festive and wedding season.
- Pantaloons reported a revenue decline due to the shift of Pujo to Q2 and closure of over 40 stores in the past year.
- The emerging growth businesses, including youth western wear and innerwear, posted only a 5% growth, impacted by the phasing out of F21 offline operations.
- TCNS recorded a revenue decline of about 20% due to ongoing distribution optimization.
- The company reported a consolidated PAT loss of INR42 crore for the quarter, though improved from a loss of INR108 crore in the same quarter last year.
Ladies and gentlemen, good day and welcome to the third quarter earnings conference call of Aditya Birla Fashion and Retail Limited. The call will begin with a brief discussion by the company's management on the Q3 FY25 performance, followed by a question-and-answer session.
We have with us today Mr. Ashish Dikshit, Managing Director; Mr. Jagdish Bajaj, CFO; Mr. Vishak Kumar, Director and CEO, Lifestyle Business; and Ms. Sangeeta Tanwani, Director and CEO, Pantaloons.
I want to thank the management team on behalf of all the participants for taking valuable time to be with us. I must remind you that today's discussion may include certain forward-looking statements and must be viewed, therefore, in conjunction with the risk that the company faces.
Please restrict your questions to the quarter performance and to strategic questions only. Housekeeping questions can be dealt separately with the IR team. With this, I would now like to have the conference over to Mr. Jagdish Bajaj. Thank you and over to you sir.
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