Conference Call with Aditya Birla Fashion and Retail Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Department Stores company Aditya Birla Fashion and Retail announced Q2FY26 results ABFRL posted 13% growth YoY in Q2, with revenue at Rs 1,982 crore Revenue in H1 was up 11% YoY to reach Rs 3,813 crore All segments posted strong growth this quarter driven by organic performance Pantaloons segment up 6% YoY. Ethnic businesses grew 11% vs LY. Designer led brand portfolio grew >30% YoY. Overall ethnic portfolio posted >20% LTL growth. TMRW’s portfolio grew 27% YoY in Q2. Luxury grew 13% vs LY. Growth driven by enhanced e-commerce and omni-channel capabilities. E-com up >20%, with share of business >15% this quarter. Q2 EBITDA for the quarter stood at Rs 116 crore, up 7% YoY. EBITDA margin stood at 5.9%, impacted due to increased advertisement spends (200 bps higher vs LY). Ethnic business posted another quarter of improved operating performance - EBITDA margin expanded 280 bps vs LY. EBITDA for H1 expanded by 24% to reach Rs 286 crore; margin at 7.5%. ABFRL expanded its retail footprint with 30+ gross store additions during Q2. Total area now spanning 7.5 million sq.ft. (~310k sq.ft. addition YoY). ABFRL launched two new concepts across the value & luxury spectrum. OWND, a bold new fashion brand designed for India's Gen Z, youthful and trend conscious consumers. Galeries Lafayette, India’s first ever flagship luxury department store bringing together 250+ luxury and designer brands from across the globe. ABFRL closed its books in Q2 with gross cash of ~Rs 2150 crore Result PDF