Aditya Birla Fashion and Retail Ltd reported a consolidated net loss of ₹163.81 crore for Q4 FY26, marking a significant deterioration from the net profit of ₹23.6 crore recorded in the same period last year. According to the company's latest financial results, revenue from operations demonstrated resilience with 16% growth to ₹1,990.13 crore compared to ₹1,719.48 crore in Q4 FY25. However, on a sequential basis, revenue declined 16% from ₹2,374 crore reported in Q3 FY26, while net loss widened from ₹137.3 crore in the previous quarter. Total income including other income rose 16.43% to ₹2,113.67 crore.
Total expenses for ABFRL increased 16% to ₹2,287.58 crore during Q4 FY26, driven by higher employee benefit expenses, finance costs and operational expenses. The company added 70 new stores across its business portfolio, including OWND, TMRW brands, TASVA, and TCNS. Employee benefit expenses rose to ₹295.3 crore from ₹282.2 crore a year ago, while finance costs increased to ₹145.7 crore. The results were impacted by exceptional expenses of ₹11.4 crore related to the implementation impact of the new labour code. According to the company's earnings presentation, consumption trends remained stable with demand aligning with the previous quarter, despite the quarter witnessing low wedding dates compared to the corresponding quarter of the last fiscal.
Pantaloons revenue stood at ₹1,048.3 crore during Q4 FY26, while the Ethnic and Others segment contributed ₹950.2 crore. Segment losses continued in both businesses, though revenue improved year-on-year. Profit before tax loss from continuing operations stood at ₹194.8 crore against a loss of ₹140.9 crore in the previous quarter. Basic and diluted loss per share from continuing and discontinued operations stood at ₹1.22 each for the quarter. For the entire FY26, ABFRL's consolidated revenue from operations increased 11% to ₹8,176.9 crore from ₹7,354.7 crore in FY25, while net loss widened to ₹829.9 crore compared with ₹455.8 crore in the previous financial year.
For the entire FY26, ABFRL's loss widened to ₹829.89 crore, while total consolidated revenue climbed 12.29% to ₹8,486.53 crore. The company's portfolio restructuring was completed with the Aditya Birla group demerging its Madura business into Aditya Birla Lifestyle Brands Limited (ABLBL) effective May 1, 2025. ABLBL now houses lifestyle brands like Louis Philippe, Van Heusen, Allen Solly, Peter England, Simon Carter and American Eagle, while ABFRL retains ethnic brands including Sabyasachi, Shantnu & Nikhil, House of Masaba and Tarun Tahiliani. Shares of Aditya Birla Fashion and Retail Ltd closed at ₹67.46 on Monday, down 0.07% from the previous session. The stock movement reflects investor reaction to the mixed quarterly results showing revenue growth despite widening losses, with value retail continuing to grow driven by small-town expansions.
