Buy rating cites sharper merchandising at Pantaloons, narrowing losses at TCNS, Tasva and TMRW, and potential store expansion acceleration if operating trends hold. Pricing power supported by 5-8% hikes against 3-4% inflation through FY27.

Financial Express · BrandWagon · 5/27/2026, 10:30:25 AM

Brokerage trims TP from Rs 70 to Rs 65 and stays Neutral. Pantaloons growth, TCNS loss reduction, and TASVA/OWND scale-up underpin a 13% revenue and 25% Ebitda CAGR through FY26-28E, but elevated net debt and unlikely pre-IND AS Ebitda breakeven by FY28 cap upside.

NDTV Profit · 5/27/2026, 6:13:52 AM

Aditya Birla Fashion swung to a Rs 163.81 cr Q4 net loss from Rs 23.55 cr profit a year ago, with FY26 losses ballooning to Rs 829.89 cr. Yet Q4 revenue rose 15.74% to Rs 1,990 cr — its strongest organic growth in three years — as the company added 70 new stores across Pantaloons, TASVA, TCNS and TMRW.

ET Retail · 5/27/2026, 5:23:46 AM

Aditya Birla Fashion posted Q4 FY26 revenue of ₹1,990 cr (+15.7% YoY) but net loss deepened to ₹148.4 cr. Pantaloons grew 19%, luxury 13%, TMRW 1.45x. Added 70 stores in Q4 (180+ in FY26); e-commerce now 16% of revenue, up 30%+ YoY. EBITDA margin slipped to 9.9%.

CNBC-TV18 · Companies · 5/25/2026, 12:41:34 PM

Aditya Birla Fashion is doubling down on TMRW, its digital-first house-of-brands, prioritising scale through FY30. Q3 revenue rose 29% YoY to ₹242 cr with Ebitda losses narrowing to ₹57 cr. Portfolio brands Bewakoof, Wrogn, TIGC and Nobero are expanding via EBOs, D2C apps and quick commerce, targeting ~125 stores by FY26.

Mint · 5/19/2026, 8:05:26 AM