Q1-FY26 · Jagdish Bajach
Our focus has remained steadfast on driving profitability through discipline, execution, and operational efficiency.
ABFRL / language trends
Read confidence between the lines.
Aditya Birla Fashion and Retail · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY26 · Ashish Dikshit
The ethnic business is a very beautiful business shaping up extremely well both in terms of size and profitability.
Q1-FY26 · Ashish Dikshit
Pantaloons has not delivered consistent same-store growth for some time, and that's the holy grail we are trying to chase.
Q2-FY26 · Ashish Dikshit
Our ethnic portfolio, the most comprehensive in the country, continues to deliver consistent growth in both revenue and profitability.
Q2-FY26 · Sangeeta Tanwani
We have covered a large part of our closures; there is restructuring is done.
Q2-FY26 · Ashish Dikshit
The only losses will still be remaining in Tasua. TCNS would have completely turned around and designer portfolio as a whole is quite profitable.
Q3-FY26 · Jagdish Baj
Our larger businesses including Pantaloons and TCNS continue to progress along a clear strategic path and are now well positioned to contribute meaningfully to overall growth.
Q3-FY26 · Sangeita Tanwani
The profile of the customer... there is clearly a shift in terms of the profile being more younger which again is in line with the stated strategy.
Q3-FY26 · Ashish Dixit
We are looking for mid to high single-digit growth in Pantaloons L2L and a double-digit growth at an overall level.
Q4-FY26 · Sangeita Tanwan
Our growths are very strong both in terms of L2L and total growth even for the period November to March.
Q4-FY26 · Ashish
We are seeing a fairly consistent uptick in almost all measurements both quantitative and qualitative gives us confidence that much of what has been worked upon in last year and a half is actually turning into a consumer benefit.
Q4-FY26 · Ashish
We have seen cycles over a long period of time. Obviously, if there is a crisis, we'll have to react differently. But we are pretty confident that this is the sort of right structure.