Aditya Birla Fashion and Retail

ABFRL reported a strong Q4 FY26 with revenue of ₹1,990 croreCurrent reported value: ₹1,990 crore. No comparable prior figure is available in the source record., up 16% YoYCurrent 16% vs previous available quarter 8%., driven by broad-based momentum across channels. Pantaloons delivered 19% YoY growthCurrent reported value: 19% YoY growth. No comparable prior figure is available in the source record. with 14%Current 14%. Reported change: +14pp YoY. like-to-like growth, reflecting successful strategy execution. EBITDA margin stood at 11.5%Current 11.5% vs previous available quarter 15.6%., with ethnic business expanding margins by 390bps YoY. PAT loss narrowed to ₹164 crore (adjusted for one-offs). Management highlighted healthy demand trends despite geopolitical uncertainty, with April demand normalizing. Guidance includes calibrated store expansion (20-22 Pantaloons stores in FY27) and focus on scaling newer businesses like Tasva and Tomorrow. Key risk: potential demand compression from inflationary pressures in H2 FY27.