Q3 2026 Aditya Birla Fashion and Retail Ltd Earnings Call Transcript
Key Points
- Aditya Birla Fashion and Retail Ltd (BOM:535755) posted an 8% year-over-year growth in revenue, reaching INR 2,374 crore.
- Overall EBITDA grew by 13% with margins improving to 15.6% from 14.9% in the same period last year.
- The ethnic business segment continued its consistent margin expansion for the eighth consecutive quarter, with Q3 margins reaching 22.7%.
- The company added a net 5.5 lakh square feet of retail space over the last 12 months, positioning itself well for future growth.
- The digital brand portfolio, Tomorrow, grew by 29% year-over-year, driven by strong technology and data science-led capabilities.
- The overall demand environment remained mixed, with consumption largely centered around festive and wedding-related shopping.
- Reported loss was INR 141 crore, including a one-time exceptional item related to a new labor court, with a normalized loss of INR 115 crore.
- The Pantaloon segment experienced a shift in festive and end-of-season sales, impacting revenue growth.
- TCNS reported flat overall revenue growth due to store rationalization, with 50 stores closed in the last year.
- The depreciation increased during the period, driven by new store additions, impacting overall profitability.
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 FY26 performance followed by a question-and-answer session. We have with us today Mr. Ashish Dikshit, Managing Director, ABFRL; Mr. Jagdish Bajaj, CFO ABFRL; 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 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 hand the conference over to Mr. Jagdish Bajaj. Thank you and over to you, sir.
Thank you. Good evening,
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