ABFRL

- ABFRL's subsidiary ABDFVL increased its stake in step-down subsidiary Pratyaya E-Commerce by 6.21% (from 87.57% to 93.79%) on August 14, 2026. - Pratyaya's turnover showed strong growth from ₹45.44 Cr (FY24) to ₹203.01 Cr (FY26).

- Overall business is expected to be Free Cash Flow (FCF) positive by FY2029-30, with annual losses projected to reduce this year (FY27) and next. - Newer businesses (TMRW, OWND, Tasva, Galeries Lafayette) are scaling strongly, with a focus on improving profitability and operating leverage. - TMRW is projected to achieve brand-level cash profitability in 12-18 months and sustain 20%+ organic revenue growth for FY27. - The ethnic portfolio is expected to grow over 20% for the full year FY27, with a turnaround for TCNS anticipated from the festive period. - FY27 Capex is planned at over ₹300 crores (total cash funding requirement ~₹450-₹550 crores), supporting expansion across various brands. - Plans for network expansion include adding ~20 Pantaloons stores, 25-30 Tasva stores, and 75+ TMRW stores in FY27. - Input cost inflation of 4%+ in H2 FY27 for Pantaloons and OWND is expected to impact gross margins as price increases will largely be absorbed.

- Q1 FY27 Consolidated Revenue ₹2,026Cr vs ₹1,831Cr (▲11% YoY) - EBITDA ₹167Cr vs ₹169Cr (▼2% YoY) - PAT Loss ₹249Cr vs Loss ₹234Cr (Loss increased by ₹15Cr YoY) - EBITDA Margin 8.2% vs 9.2% (▼100bps)

- Q1 FY27 Consolidated Revenue ₹2,026Cr vs ₹1,831Cr (▲11% YoY) - EBITDA ₹167Cr vs ₹169Cr (▼2% YoY) - PAT (Loss) ₹249Cr vs ₹234Cr (Loss increased by ₹15Cr YoY) - EBITDA Margin 8.2% vs 9.3% (▼110bps) - Sales up by 11% vs LY; EBITDA margin down due to lower other income (~70 bps impact) and scale up of newer businesses. - Retail footprint expanded with 45+ new stores, adding ~70k net area, reaching >7.9 Mn. sq. ft.

- Board of Directors approved the corporatization of Sabyasachi Calcutta LLP into Sabyasachi India Limited. - Aditya Birla Fashion and Retail Limited will infuse ~₹5.10 crore for a ~51% equity stake in Sabyasachi India Limited, making it a subsidiary. - The transaction is expected to be completed within ~15 days.

- The Board of Directors approved the introduction and adoption of the Aditya Birla Fashion and Retail Limited Employee Stock Option Scheme 2026 (ABFRL ESOP Scheme 2026). - The scheme proposes to grant up to 3,12,95,000 equity shares, corresponding to approximately 2.5% of the paid-up equity share capital. - The implementation of the scheme is subject to the approval of the company's members.

- Q1 FY27 Consolidated Revenue ₹2,025.56Cr vs ₹1,831.46Cr (▲10.60% YoY) - EBITDA ₹116.93Cr vs ₹111.67Cr (▲4.71% YoY) - PAT ₹(248.73)Cr vs ₹(233.73)Cr (increased loss YoY) - EBITDA Margin 5.77% vs 6.09% (▼32bps) - The Board approved the amalgamation of Jaypore E-Commerce Private Limited and TG Apparel & Decor Private Limited with the Company, effective August 1, 2026, leading to their dissolution.

- Concall Schedule for Q1 FY26-27 results - Concall Date: August 10, 2026 - Concall Time: 16:00 HRS (IST) - Board meeting to approve Unaudited Standalone and Consolidated Financial Results for Q1 FY26-27 on August 8, 2026.

- The 19th Annual General Meeting (AGM) of Aditya Birla Fashion and Retail Limited is scheduled for Tuesday, August 25, 2026, at 3:30 p.m. (IST) via Video Conferencing (VC)/Other Audio-Visual Means (OAVM). - The Integrated Annual Report for FY 2025-26 and the AGM Notice are available to members via web-links and QR code.

- Aditya Birla Fashion and Retail Limited (ABFRL) submitted its Integrated Annual Report for FY 2025-26. - Notice for the 19th Annual General Meeting (AGM) has been issued, scheduled for Tuesday, August 25, 2026, at 3:30 p.m. (IST). - For FY26, the Company reported 11% YoY revenue growth to ₹8,177 crore. - Ethnic Wear segment's EBITDA margin expanded by 560 basis points to 10.8%.

- Order from Assistant Commissioner of Sales Tax dated July 24, 2026, awarding a penalty of ₹51,52,528/- under CGST Act, 2017. The penalty relates to ISD ITC and input tax credit claims for FY 2020-21. - The company believes the demand is not tenable and intends to file an appeal. - The company states no impact on financials or operations.