Aditya Birla Fashion and Retail posts 57% jump in Q4 EBITDA
Revenue climbed 16% to ₹1,990 crore, fueled by a 45% surge in the TMRW digital portfolio and a 19% gain at Pantaloons.
— 6 earlier stories on Aditya Birla Fashion and Retail Ltd. →What's new
- Q4 revenue rose 16% to ₹1,990 crore.
- EBITDA margins expanded 410 bps to 15.7%.
- The company added 180 gross stores during the fiscal year.
Why this matters
The margin expansion of 410 bps suggests the company is successfully capturing scale benefits across its diverse retail portfolio. With the TMRW digital segment growing at 45%, the shift toward a multi-channel model is yielding tangible bottom-line results.
What we're watching
- Whether the 390 bps margin gain in ethnic wear sustains in the coming quarters.
- Footfall and conversion rates at the new Galeries Lafayette Mumbai store.
- The pace of store additions in FY27.
The full read
Aditya Birla Fashion and Retail delivered a strong finish to the year, with Q4 revenue rising 16% to ₹1,990 crore. The standout figure is the 57% surge in EBITDA to ₹311 crore, which pushed margins up by 410 bps to 15.7%. Growth is clearly coming from the company's newer bets: the TMRW digital portfolio expanded by 45%, while the core Pantaloons chain grew 19%. Ethnic wear also provided a lift, with margins in that segment widening by 390 bps.
Expansion is relentless.
The company added 180 gross stores this year to reach a total footprint of 7.9 million square feet, while luxury revenues climbed 13% thanks to the new Galeries Lafayette location. These results show a clear path to better profitability as the company scales its diverse retail brands across both digital and physical channels.
Questions answered
- What drove the 16% revenue growth in the fourth quarter?
- Growth was led by a 19% increase in the Pantaloons chain and a 45% surge in the digital-first TMRW portfolio.
- How did profitability change during the quarter?
- EBITDA jumped 57% to ₹311 crore, with margins expanding 410 bps to reach 15.7%.
- What is the status of the company's retail footprint?
- The company added 180 gross stores during the financial year, bringing its total retail footprint to 7.9 million square feet.
- How did the luxury segment perform?
- Luxury revenues grew 13%, bolstered by early traction at the new Galeries Lafayette store in Mumbai.
Story so far
All notes on ABFRL →- 25 May 2026 · 5:54 PM IST Aditya Birla Fashion and Retail posts 57% jump in Q4 EBITDA
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- 3d ago Aditya Birla Fashion and Retail narrows losses as revenue hits ₹1,990 cr