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Informist, Thursday, Feb. 5, 2026

By Shumaila Firoz 

MUMBAI – Aditya Birla Fashion and Retail Ltd. Thursday reported a higher-than-expected consolidated loss for the December quarter as total expenses of the company rose faster than its top line for the three months on a year-on-year basis. The bottom line of the company for the reporting quarter was further weighed down by a one-time cost arising from the changes prompted by the new labour codes. The company missed the Street's expectation for the December quarter by a substantial margin. 

Meanwhile, the consolidated top line of the company surpassed analysts' consensus estimate with a high single-digit year-on-year growth for the reporting quarter. This growth was, however, slower than in the trailing quarter.

The company reported a consolidated net loss of INR 1.52 billion for the December quarter, compared with a net loss of INR 513 million in the corresponding quarter last year and INR 2.63 billion for the trailing quarter. Analysts had expected the company to report a net loss of INR 704.67 million for Oct–Dec.

The company reported a one-time cost of INR 284.8 million for the December quarter due to an increase in obligations tied to gratuity and compensated absences. 

The company's consolidated revenue for the quarter was up nearly 8% on year to INR 23.74 billion. Analysts had estimated a top line of INR 23.38 billion for the reporting quarter. Sequentially, the revenue was up nearly 20% for the quarter. 

The pantaloons segment contributed INR 12.76 billion to the company's overall top line in the December quarter, down 2% on year. "Pantaloons segment performance reflected a shift of festive and end-of-season sales into Q2 (Jul-Sep) and Q4 (Jan-Mar), respectively," the company said in its investor presentation. The company's ethnic portfolio contributed INR 7.03 billion in the its revenue, up 20% on year with EBITDA margin up 350 bps to 22.7%. The TMRW digital-first business also saw healthy revenue growth during the quarter with a growth of 29% on year to INR 2.32 billion in the quarter under review.

The company's total expenses for the reporting quarter added up to INR 25.47 billion, up nearly 9% on year and almost 8% sequentially. Within this, expenses related to purchase of stock-in-trade stood at INR 7.24 billion, up over 19% on year, while other expenses rose almost 19% to INR 6.76 billion. Employee benefit expenses for the reporting quarter were up by almost 8% on year to INR 3.42 billion.

For the first nine months ended Dec. 31, Aditya Birla Fashion reported a consolidated net loss of INR 6.3 billion compared with INR 3.5 billion in the year-ago period. Revenue from operations rose nearly 10% on year to INR 61.87 billion during the period.

Thursday, shares of Aditya Birla Fashion ended over 3% higher at INR 70.89 on the National Stock Exchange. The company announced its December quarter results after market hours.  End

Edited by Deepshikha Bhardwaj

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