Aditya Birla Fashion & Retail: Transcript of Q4 and FY 25 Earnings Call of the Company

  • Aditya Birla Fashion & Retail: Transcript of Q4 and FY 25 Earnings Call of the Company

  • ABFRL
    • ABFRL with a sharpened brand portfolio, a comprehensive diversified play across high-growth segments and a gross cash balance of INR2,350 crores is set to unlock the next phase of growth, targeting a 3x revenue scale up and 2x margin expansion over the next 5 years. 
    • For the full year FY '25, demerged ABFRL posted revenue of INR7,355 crores, registering a 14% increase over the previous year
    • ABFRL is evolving into one of India's most versatile multi-format, multi-brand fashion platform
    • House the largest and most comprehensive ethnic brand portfolio in the Indian fashion industry, spanning designer-led and premium segment
    • Designer-led ethnic portfolio, which includes Sabyasachi, Tarun Tahiliani, House of Masaba and Shantanu and Nikhil
      • Sabyasachi business operates with very few stores and expansion, while selective, is not going to be the primary driver for this business
    • Anchored in a clear strategy of profitable scale-up across its diverse, high-potential business segment with leadership positions across ethnic wear, masstige and value retail, luxury fashion and digitalfirst brands. 
    • The company remains well positioned to capture growth in India's evolving fashion landscape
    • Infused tremendous strength into the balance sheet of demerged ABFRL with an availability of INR2,350 crores cash at consolidated level to pursue aggressive growth across its multiple high-growth platform
  • ABLBL
    • ABLBL, backed by a robust portfolio over 3,200 stores and healthy free cash flows, is positioned to double in scale and expand margins meaningfully over the next 5 years with 300-plus stores already in the pipeline for FY '26.
    • ABLBL stands today as India's most formidable premium lifestyle brand platform built on the backbone of strong operational excellence perfected over years and powered by strong brands, innovation-led cultures and industry-leading talent.
    • Net debt of ABLBL at the end of fiscal stand at INR781 crores with repayment targeted within next 2 to 3 years. 
    • ABLBL shall be a dividend-distributing company at the earliest appropriate opportunity
    • For the full year '25, ABLBL reported normalized revenue of INR7,830 crores with a normalized EBITDA margin of 16.2%, a 100 basis point improvement over the previous year. 
    • Full year revenue under discontinued operations stood at INR7,619 crores. 
    • For full year FY '25, revenue for Brands stood at INR6,575 crores with EBITDA margin of 19.3%. 
    • All of  Lifestyle Brands have earlier surpassed the INR1,000 crores revenue mark with 2 exceeding INR2,000 crores, making them amongst the very few brands in the Indian fashion industry to achieve such a scale.
    • Other businesses include Reebok, American Eagle and Van Heusen Innerwear
    • Strategic distribution expansion continues to be a critical growth driver for ABLBL businesses. 
    • Over the next 12 months, leveraging its strong cash flows, ABLBL is set to embark on a historic expansion drive with an aggressive retail rollout across its brand portfolios, adding over net 300 stores across the country to accelerate growth and deepen market presence

Comments

Post a Comment

Popular posts from this blog

Transcript of NMDC Limited post Q4 & FY 2024-25 Results

Image
Transcript of NMDC Limited post Q4 & FY 2024-25 Results Growth in PAT on an annual or a year-on-year 12-month basis of around 19% and PBT after exceptional item of around 16% Gold operations in Legacy, the first year was have also stabilized Legacy in the last 2 months, 3 months.  And hopefully, in this financial year, Legacy would also be showing good profits IMPORTS India which imports around 55 million, 60 million tons is likely to go up to 150 million to 160 million tons of import for India in terms of coking coal.  Have entered into arrangement with SAIL 60% of total sales as of date is routed through SAIL because send it to their stocking yard.  So based on the user charge, they also market mmdc products 40% still Nmdc market directly in terms of HR coils 2025 year will be much more substantially action packed in terms of NMDC Open new mines within India, coal and iron ore Outside India, we hope to acquire a few mines.  This will be a year where it will be ...
Read more

Looking to park some excess funds for the short term.?

Image
Looking to park some excess funds for the short term.  LiquidBeES by Nippon - has been the default choice for years. But lately, it’s become muscle memory to run everything past ChatGPT.  Just a quick: “Is there a better option than LiquidBeES?” It turns out, there is.  LIQUIDCASE by Zerodha AMC.  Difference was not subtle and decision was easier : - Expense ratio: Less than half of LiquidBeES - Net returns: ~6.2% vs ~5.7% (1-year annualized) - Same safety, same liquidity - AUM already >1/3rd of LiquidBeES in record time This is how discovery is changing. And this is how smart products go viral. Zerodha didn’t try to educate the market.  Discovery is no longer driven by ads or advisors.  It’s driven by habit, trust, and tools like ChatGPT. And when you get it right, traction follows fast. I won’t be surprised if LIQUIDCASE overtakes LiquidBeES in under 18 months. Thank you for contacting Rounaq! Please let us know how we can help you.  About me :...
Read more

𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚?

Image
  𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚? Whether you're living in the US, UAE, UK, or Singapore; India continues to be a hotspot for wealth creation. But why do so many NRIs still invest here? Here’s why 👇 ✅ Higher Returns – Indian equity markets, mutual funds, and even fixed deposits offer attractive long-term returns. ✅ Tax-Free Income – Interest from NRE and FCNR deposits is tax-free in India. Plus, DTAA helps avoid double taxation. ✅ Currency Edge – You invest in INR, and with the right timing, your gains in foreign currency terms could be even higher. ✅ Diversification – Indian assets like gold, real estate, and stocks add balance to a global portfolio. ✅ Future Ready – Planning to return to India someday? Build your base early with property or retirement-focused investments. ✅ Emotional Roots – Beyond numbers, India is still home. 💡 Whether it’s for wealth creation, retirement planning, or building assets back home, India offers a solid mix of growth + stability...
Read more