Aditya Birla Fashion and Retail Limited conducted its Q2 FY27 Earnings Conference Call on November 6, 2026. The event was an earnings call discussion focused on quarterly results performance and strategic updates.

Event Details:

  • Date: Friday, November 6, 2026
  • Type: Quarterly Earnings Conference Call
  • Purpose: Discussion of Q2 FY27 financial performance and business updates

Management Participants:

  • Mr. Ashish Dikshit – Managing Director
  • Mr. Suraj Bahirwani – Chief Executive Officer, Pantaloons
  • Mr. Jagdish Bajaj – Chief Financial Officer

Financial Period Discussed: Q2 FY27 (Second Quarter of Financial Year 2027)

Key Financial Highlights Disclosed:

  • Revenue: INR 2,030 crores, representing 2% year-on-year growth
  • EBITDA: INR 67 crores for the quarter
  • Gross Cash Position: Consolidated level - INR 1,143 crores; Standalone level - INR 628 crores
  • Retail Network: 1,268 stores spanning approximately 7.8 million square feet
  • Store Additions: 35 stores added in Q2, with over 80 stores added in first half

Business Segment Performance:

  • Pantaloons: Delivered 10% Y-o-Y growth on festive-adjusted basis
  • OWND: Recorded 58% year-on-year growth
  • Ethnic Portfolio (excluding TCNS): Grew by 12%
  • Luxury Segment: Delivered 11% growth
  • TMRW: Grew by 10% (19% including WROGN)
  • TCNS: Faced near-term challenges with rationalization of approximately 60 underperforming stores over past 12 months

Forward-Looking Statements:

  • Management expects stronger H2 performance historically better for revenue, profitability and cash generation
  • Festive and wedding-led demand expected to support business momentum
  • Focus on driving profitable growth across portfolio with emphasis on operating efficiency and store productivity

Compliance Statement: The transcript represents the discussion of already published quarterly results. No unpublished price sensitive information (UPSI) was shared during the call.

Additional Notes Section

The document includes the complete transcript of the Q2 FY27 earnings conference call. Audio recordings of the earnings call are available on the company's website at www.abfrl.com. The announcement serves as a regulatory filing under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.