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Aditya Bir. Fas.

Q1 FY26

Aditya Birla Fashion & Retail Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹54
Market cap₹6.8K Cr
Updated23 Aug 2026
Read4 min read

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The short version

ABFRL expects long-term growth in ethnic wear, particularly from Tasva, targeting 200 stores over the next 3 years, with about 90 stores planned by end of this year. Pantaloons aims to improve EBITDA margins by another 300 to 500 basis points from the current ~18% level, indicating further profitability growth.

From Aditya Bir. Fas.'s Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • ABFRL expects long-term growth in ethnic wear, particularly from Tasva, targeting 200 stores over the next 3 years, with about 90 stores planned by end of this year.
  • Pantaloons aims for margin improvement by 300 to 500 basis points, with gradual network expansion focusing on larger, modern stores.
  • TCNS has moved to consistent double-digit like-to-like (LTL) growth, supported by revamped merchandising and retail execution.
  • TMRW portfolio grew 38% this quarter, focusing on offline expansion with an aim to balance online and offline channels.

2 more points from Aditya Bir. Fas.'s call on revenue

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Profitability & Margins

See what Aditya Bir. Fas. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Capital expenditure (capex) for this year is around INR 500 crores, including a one-time capex for the Galeries Lafayette store opening by the end of this year.
  • Excluding the one-time capex, regular capex for other businesses will be approximately INR 300 crores.
  • TMRW is in a capital raise process, aiming to raise north of $100 million to fund business growth, including offline expansion and brand building.
  • Part of TMRW's capital will support its existing portfolio's growth and expansion.
  • Additional capital will be deployed to accelerate offline expansion of digital-first brands such as Bewakoof, Indian Garage Company, Nobero, and Wrogn.

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Fundraising & Capital Structure

See what Aditya Bir. Fas. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The discussion focuses primarily on: - Store expansion plans (e.g., Pantaloons, Tasva) - Margin improvements and profitability outlook - Investment and fundraise details (e.g., TMRW investments)

2 more points from Aditya Bir. Fas.'s call on order book

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Aditya Bir. Fas. — Quarterly revenue & net profit

Revenue Net profit Net loss
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.0K Cr, net loss ₹164 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Aditya Birla Fashion & Retail's management said in earlier quarters

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Frequently Asked Questions

What were Aditya Bir. Fas. Q1 FY26 results?

ABFRL expects long-term growth in ethnic wear, particularly from Tasva, targeting 200 stores over the next 3 years, with about 90 stores planned by end of this year. Pantaloons aims to improve EBITDA margins by another 300 to 500 basis points from the current ~18% level, indicating further profitability growth.

What is Aditya Bir. Fas. share price analysis?

Aditya Bir. Fas. currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹6,832 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aditya Bir. Fas. planning capital expenditure?

Capital expenditure (capex) for this year is around INR 500 crores, including a one-time capex for the Galeries Lafayette store opening by the end of this year.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.