Slides
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Performance Highlights Q2FY26
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CONTENTS Market Update Q2 & H1 Highlights Performance of Key Portfolios Financials 01 02 03 04 Q 2 F Y 2 6 A D I T Y A B I R L A F A S H I O N & R E T A I L
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Market Update Q 2 F Y 2 6 A D I T Y A B I R L A F A S H I O N & R E T A I L Underlying demand remained sluggish ▪ Cautious consumer sentiment persists ▪ Ongoing steps to drive long-term recovery Early festive offsets weak wedding calendar ▪ Partial festive shift to Q2 boosts demand ▪ Further supported by advance in online events & rollout of GST 2.0 Steady demand growth across non-metro markets ▪ Sustained traction for value-led retail proposition Rising emphasis on youth centric offerings ▪ Players launching collections & expanding formats to address Gen Z consumers
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CONTENTS 01 02 03 04 Q 2 F Y 2 6 A D I T Y A B I R L A F A S H I O N & R E T A I L Market Update Q2 & H1 Highlights Performance of Key Portfolios Financials
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Footprint (million sq. ft.) 7.2 Sep’24 7.5 Sep’25 *Includes 11 international stores **Excluding WROGN stores ABFRL also has presence in 1489 Shops in shops across Dept stores and 262 MBOs Retail format stores; Brand Stores ABFRL Network 462 Masstige & Value Retail Stores 653 Ethnic Brand Stores* 46 Luxury Retail Stores 29 TMRW Brand Stores** 42 1 2 1 13 14 12 4 4 40 82 14 910 53 28 7 13 59 28 61 86 41 36 16 16 14 62 10 20 11 11 17 31 49 4 1 2 3 2 20 2 2 21 65 5 18 3 8 9 17 5 23 21 28 Q 2 F Y 2 6 A D I T Y A B I R L A F A S H I O N & R E T A I L 1 2
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Q2 HIGHLIGHTS Q 2 F Y 2 6 A D I T Y A B I R L A F A S H I O N & R E T A I L Strong double-digit growth ▪ Revenue up 13% vs LY led by strong start to festive season ▪ Pantaloons segment reported 6% YoY growth ▪ TMRW sales up 27% vs LY ▪ Luxury grew 13% YoY ▪ Ethnic business posted YoY growth of 11% Expanding across the value–luxury spectrum ▪ Launch of OWND ▪ Targeting 40–50 new store additions this fiscal ▪ Galeries Lafayette debuts India’s first luxury department store ▪ Opening to public in Nov 2025 Business delivered robust LTL & E-com performance ▪ Strong LTL growth across all the segments ▪ Pantaloons LTL @7% ▪ >20% LTL for Ethnic business ▪ E-commerce momentum sustained with >20% YoY growth ▪ Digital share of business for the portfolio crossed 15% in Q2 ▪ Strong omni-channel traction in Pantaloons and The Collective