Q2 2026 Aditya Birla Fashion and Retail Ltd Earnings Call Transcript

Nov 5, 2025 / 11:30 AM GMT

Release Date Price: ₹84.12

Transcript

Key Points

Positve

Aditya Birla Fashion and Retail Ltd (BOM:535755) reported a robust double-digit growth during the quarter, with all segments showing healthy like-to-like growth.
The company launched a new Gen Z-focused brand, opening its first store in Bangalore, which has shown promising early traction.
The ethnic business segment sustained its profitable growth trajectory, achieving a 280 basis points year-on-year improvement in margins.
The company successfully raised 450 crore in capital infusion during Q2, strengthening its financial position.
Pantaloons segment reported a 7% like-to-like growth, supported by the early onset of the festive season, which helped drive higher footfalls.

Negative

EBITDA margins decreased to 5.9% from 6.2% in the same period last year, primarily due to higher investment in brand building and marketing initiatives.
The company reported a loss of INR 295 crore in Q2F526 compared to a normalized loss of 277 crore in the same quarter last year.
Localized disruptions in the east during peak festive week impacted sales momentum for the Pantaloons segment.
The Tomorrow segment experienced higher losses than expected due to increased marketing expenses aimed at driving growth.
The luxury retail segment showed volatility in margins, with a decrease to 25% this quarter from over 40% in previous quarters.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADIA.NS - Aditya Birla Fashion and Retail Ltd
Q2 2026 Aditya Birla Fashion and Retail Ltd Earnings Call
Nov 05, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the second quarter earnings conference call of Adiabilla Fashion and Retail Limited.

The call will begin with a brief discussion by the company's management on the Q2 F26 performance, followed by a question-and-answer session.

We have with us today Mr. Ashish Dikshit, Managing Director, A BFRL, Mr. Jagdish Bajaj, CFO ABF RL, Mrs. Sanita Tanwani, director and CEO Pantaloon segment.

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

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