Aditya Birla Fashion & Retail Ltd
Aditya Birla Fashion & Retail Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #14 of 29 in Retailing
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The short version
Pantaloons aims for continued growth with 15 new stores planned this year and ongoing renovations of existing stores over 3-5 years. Continued double-digit growth across all key segments including Pantaloons, ethnic, and youth-focused OWND! brand.
From Aditya Birla Fashion & Retail Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Pantaloons aims for continued growth with 15 new stores planned this year and ongoing renovations of existing stores over 3-5 years.
- The new Pantaloons retail identity and marketing investments are expected to drive higher traction and consumer engagement, with a focus on premiumization and distinctiveness.
- OWND! value retail format is showing good growth, with 43% growth and 10 new stores added; management is confident to invest and expand aggressively.
- TCNS shows a strong like-to-like growth of 19%, indicating recovery and improvement in the ethnic wear segment.
- Ethnic wear business expects a sharp increase in profitability in H2 (wedding season) with stable sales despite GST changes.
2 more points from Aditya Birla Fashion & Retail Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Capex for H2 expected around INR 100-125 crores, primarily for OWND! and Tasva store expansions (~30 stores each). (Page 9)
- New retail identity rollout for Pantaloons involves opening about 15 new stores this year and refurbishing 8-15 stores annually with the new design. (Pages 9-10)
- Refurbishment and optimization of existing stores' space and infrastructure will continue alongside new store openings. (Page 9)
- Cost per square foot for new retail identity stores expected to be similar to current levels after initial ramp-up. (Page 9)
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Top-ranked in Retailing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Aditya Birla Fashion & Retail Ltd — Quarterly revenue & net profit
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 Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Aditya Birla Fashion & Retail Ltd Q2 FY26 results?
Pantaloons aims for continued growth with 15 new stores planned this year and ongoing renovations of existing stores over 3-5 years. Continued double-digit growth across all key segments including Pantaloons, ethnic, and youth-focused OWND! brand.
What is Aditya Birla Fashion & Retail Ltd share price analysis?
Aditya Birla Fashion & Retail Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹5,467 Cr. Investors should review the full earnings analysis for detailed insights.
Is Aditya Birla Fashion & Retail Ltd planning capital expenditure?
Capex for H2 expected around INR 100-125 crores, primarily for OWND! and Tasva store expansions (~30 stores each).
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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.