Press Release

August 8, 2026 BSE Limited National Stock Exchange of India Limited Scrip code: 535755 Symbol: ABFRL Sub.: Press Release on Unaudited Standalone & Consolidated Financial Results of the Company for the quarter ended June 30, 2026 Ref.: 1. Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 2. Our intimation dated August 4, 2026 Dear Sir/ Madam, With reference to the captioned subject, this is to inform you that the Board of Directors of the Company at its meeting held today i.e., Saturday, August 8, 2026, have inter alia considered and approved Unaudited Standalone & Consolidated Financial Results for the quarter ended June 30, 2026. Enclosed herewith is the Press Release in this regard. The above is being made available on the website of the Company i.e.,www.abfrl.com. Thanking you, Sincerely, For Aditya Birla Fashion and Retail Limited Rajeev Agrawal Company Secretary & Compliance Officer ACS 18877 Encl.: As above ADITYA BIRLA FASHION AND RETAIL LIMITED Registered Office: Piramal Agastya Corporate Park, Building ‘A’, CIN: L18101MH2007PLC233901 Website: www.abfrl.com 4th and 5th Floor, Unit No. 401, 403, 501, 502, Tel.: +91 86529 05000 E-mail: secretarial@abfrl.adityabirla.com L.B.S. Road, Kurla, Mumbai - 400 070 Fax: +91 86529 05400 8th August 2026 PRESS RELEASE ABFRL continues to grow double digit; posts 11% revenue growth in Q1 FY27 Financial Performance The Board of Directors of the Company, at its meeting today, approved the results for the quarter ended 30th June 2026. These financials are post factoring in necessary adjustments under Ind AS. Please note these results should be read in conjunction with the investor presentation. Financials ABFRL – Q1 Growth In Rs. Cr. Q1 FY26 Q1 FY27 (vs LY) Revenue 1831 2026 11% EBITDA 169 167 -2% PBT -260 -320 PAT -234 -249 Performance Highlights for the Quarter 1. ABFRL delivered another quarter of double-digit growth with healthy performance across segments a. Revenue up 11% YoY, to reach Rs. 2026 Cr 2. Broad-based retail performance continued to underpin growth, driven by strong execution and an expanding footprint a. Pantaloons segment up 10% vs LY i. Pantaloons format retail LTL stood at 4% YoY ii. OWND grew 55% led by store additions b. Luxury portfolio grew 30% YoY, led by Galeries Lafayette scale up and strong performance from The Collective & Mono brands (TCMB) i. Double digit LTL growth for TCMB c. TMRW portfolio delivered 11% YoY growth, with offline contribution exceeding 15% this quarter d. Ethnic posted 5% LTL growth in a shortened wedding period 3. Expansion momentum remained strong and broadly distributed across the portfolio, sustaining the pace of recent quarters a. Added 45+ new stores, taking the total retail footprint beyond 7.9 Mn sq. ft. 4. EBITDA for the quarter stood at Rs. 167 Cr vs Rs. 169 Cr LY a. EBITDA margin for the quarter was 8.2%, down vs LY due to i. Lower other income vs LY (~70 bps impact) ii. Scale up in OWND and Galeries Lafayette b. Cash losses for TMRW continued to narrow YoY c. Ethnic portfolio margins remained stable YoY Business Performance ABFRL’s portfolio comprises the following:  Masstige & Value Retail play under Pantaloons & OWND  Ethnic Brands One of India’s most comprehensive ethnic wear portfolios comprising of - o Designer led brands of Sabyasachi, Tarun Tahiliani Shantnu & Nikhil and House of Masaba o Premium ethnic wear brands of Jaypore, Tasva & TCNS portfolio  Luxury Retail - The Collective & Mono brands portfolio, Galeries Lafayette  TMRW - Leading portfolio of digital first fashion brands Masstige & Value Retail Segment recorded revenue of Rs. 1204 Cr. growing 10% YoY. EBITDA Margin for the segment stood at 15.9%, down vs LY primarily due to investment in OWND's growth and scale-up journey. Pantaloons format delivered another strong quarter, with revenue growing 7% and LTL growth at 4%. Momentum was supported by refreshed stores, sharper merchandise and a more evolved omnichannel proposition. OWND continued to scale, delivering 55% YoY growth, driven by network expansion. During the quarter, 10 stores were opened across both formats—1 Pantaloons and 9 OWND. At the end of the quarter, the network stood at 399 Pantaloons stores and 88 OWND stores. Ethnic Brands Our ethnic portfolio is India’s largest & most comprehensive ethnic wear portfolio with 2200+ Cr annual revenue and 670+ stores across brands.  Designer led brands portfolio delivered profitable growth, supported by strong product traction and high-impact collaborations with leading domestic and global celebrities and platforms. With 60+ stores across prime locations, retail remains a key growth engine.  Premium ethnic wear brands – The portfolio continued to make measured progress, with a sharper focus on disciplined execution, improving operating efficiency and building a more sustainable business model. TCNS continued to sharpen its model, with a clear focus on driving stronger economics and sustainable scale. Retail remained the key growth engine, supported by 8 new store additions during the quarter, while other channels were recalibrated to improve productivity and quality of growth. Continued focus on product, assortment freshness and customer relevance are expected to support growth across channels. TASVA, the premium men’s ethnic wear brand, delivered strong 35% YoY sales growth, supported by robust LTL performance—marking its 8th consecutive quarter of sustained momentum. Brand rolled out TASVA Custom across 40 stores, providing tailored fits and extended sizing to better serve diverse customer needs. Jaypore delivered double digit YoY growth during the quarter, driven by continued network expansion and renewed thrust on e-commerce. The brand’s retail footprint now spans 44 stores. Luxury Retail The Collective & Mono Brands (TCMB) business posted double digit growth enabled by curated in-store experiences, strategic partnerships for customer acquisition and continued network expansion. The business footprint, including mono-brand stores, now spans 51 locations; strengthening its reach and customer engagement. Galeries Lafayette, India’s first flagship luxury department store, has steadily built momentum since commencing operations in November 2025, with continued improvement across key consumer metrics. The platform is strengthening awareness, aspiration and purchase intent, while attracting new customers and driving repeat engagement. TMRW The portfolio delivered 11% YoY growth in Q1 primary sales, driven by category expansion and continued premiumisation. The secondary sales growth was higher at 16%. Cash losses narrowed further, supported by scale efficiencies and operating leverage. The portfolio also strengthened its omnichannel footprint, ending the quarter with 140+ stores, including WROGN, across key markets nationwide. Way forward The year has begun on an encouraging note, with Q1 delivering steady business momentum supported by network expansion, stronger brand traction and sharper execution across key markets. While profitability remained moderate during the quarter, the underlying operating performance continued to strengthen as newer businesses scaled in line with our stated strategy on building a diversified play. The focus remains on driving sustainable growth through measured expansion, deeper consumer engagement and improved productivity across channels. As the cost environment evolves, the company will undertake appropriate cost optimisation and calibrated pricing interventions to protect profitability while maintaining consumer value and competitiveness. The structural opportunity in organised retail remains compelling. The strength of our brands, the relevance of our portfolio and disciplined execution of our strategic priorities position us well to navigate near-term volatility and build a stronger, more efficient and sustainable business. About Aditya Birla Fashion and Retail L [Showing first 8,000 characters — download PDF for full document]