ADITYA BIRLA FASHION & RT

During the Q1 FY27 earnings conference call, management reported that Aditya Birla Fashion and Retail Limited (ABFRL) achieved a revenue of INR 2,026 crores, reflecting an 11% year-on-year growth. The demand environment was stable, with better consumer traction noted in May, while June saw a moderation due to market dynamics. The retail channel performed strongly, supported by improved merchandise and consumer engagement. Established businesses showed high-single digit growth, while newer businesses grew around 30% year-on-year. EBITDA for the quarter was INR 167 crores, with a margin of 8.2%. Management indicated that the company ended the quarter with gross cash of approximately INR 1,000 crores, sufficient to fund operations for the next two years. The call also highlighted ongoing investments in expanding the retail network, with 1,286 stores currently operational. Management expressed confidence in the diversified portfolio's resilience and growth potential.

The management provided a balanced overview of performance and growth across various segments.