Aditya Birla Fashion Q4 net loss widens to Rs 266 crore, revenue up 18%

ABFRL Q4 results declared

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26 Aug, 2025 12:21

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Aditya Birla Fashion and Retail Ltd (ABFRL) on May 28 reported a net loss at Rs 266.35 crore for the March quarter of FY24,  widening 37 percent from Rs 194.54 crore a year ago.

The total revenue of the company stood at Rs 3,406.65 crore, rising 18.29 percent from Rs 2,879.73 crore last year, the retail major said in a regulatory filing.

Earnings before interest, tax, depreciation and amortization (EBIDTA) for the quarter was at Rs 283.7 crore growing by 47.1 percent. EBITDA margins have improved by 8.3 bps YoY vs 6.7 YoY.

The proposed Aditya Birla Lifestyle Brands Limited (ABLBL) comprises:

Lifestyle brands like Louis Phillippe, Van Heusen, Allen Solly, Peter England, and Simon Carter.

Youth Western Brands including American Eagle and Forever 21.

Sportswear brand Reebok.

Innerwear business operating under the Van Heusen brand.

In a slow market, lifestyle brands saw a 2 percent year-on-year growth, reaching Rs 1564 crore. The business achieved an EBITDA of Rs 305 crore, marking a 36 percent YoY growth due to better gross margins and cost management. EBITDA margin rose to 19.5 percent, up by 480 basis points compared to the previous year.

Each brand is focusing on upgrading products, introducing innovations, and expanding into new high-quality categories as part of their premiumization efforts.

This segment consists of American Eagle and Forever 21. American Eagle delivered another quarter of strong performance as sales grew 27 percent, led by strong distribution expansion. The brand added 6 more stores this quarter to exit at 65 stores, along with being available across 120+ departmental doors.

This segment posted flat revenue growth YoY in Q4, driven by a sustained decline in the athleisure segment. The innerwear category grew 12 percent this quarter. During the year, the business bolstered its reach by adding  ~3000 MBOs to exit with ~35000 trade outlets.

The segment grew 29 percent this quarter, with the brand profitably crossing Rs. 450 Cr in revenue within its first full year of operations with the Company. The brand continues to aggressively expand its distribution network and ended the year with a presence across 160+ stores and 900+ MBOs & departmental stores.

De-merged Aditya Birla Fashion & Retail Limited (ABFRL) :

Masstige & Value Retail play under Pantaloons & Style Up

Ethnic Portfolio - One of India’s most comprehensive ethnic wear portfolio

Super Premium – The Collective & Mono brands portfolio

TMRW – Leading portfolio of digital first fashion brands

The business posted quarterly sales of Rs. 895 crore representing a growth of 10 percent YoY. L2L growth for the quarter was 1 percent. With the changing market landscape over the last few years, the business decided to rationalise its store network to enhance long term strength of its distribution model. Private label (PL) sales were up 6 percent for FY24 with the mix expanding by 140bps, driven by improvement in design aesthetics of private label products along with expanding the portfolio with new labels & categories.

This segment grew 51 percent YoY this quarter (excluding TCNS), driven by higher same store sales, network expansion and category extensions.

This segment comprising the multi-brand format “The Collective” and other super-premium brands, delivered a solid performance in Q4 with YoY revenue growth of 16 percent. E-com channel for the business surpassed Rs 100 crore this fiscal year, continuing its strong organic growth. The total network, including Mono brands, spans 39 stores at the end of this fiscal.

TMRW portfolio grew to 2.1 times of LY in Q4 as it integrated the newly acquired brand, The India Garage Company. The organic growth was driven by continuing investment in brand building initiatives, expanding product portfolio and launching new categories.

Despite sluggish consumption over the past 6-8 quarters, the company remains committed to its long-term strategy of building strong, timeless brands while maintaining flexibility and agility. The apparel market is a key segment in the discretionary consumer space, with the organized market expected to grow at a double-digit CAGR in the coming years. ABFRL aims to build a significant business in this space through a brand-led strategy, leveraging its portfolio of well-known brands to gain a competitive edge.

The strategic demerger of ABFRL is creating two separate growth engines, each with a clear capital allocation strategy and unique path for value creation. Both entities will focus on specific growth areas aligned with their business models to maximize shareholder returns.

Meanwhile, shares of ABFRL closed 0.19 percent lower at Rs 285.65 apiece on BSE ahead of the earnings.