Aditya Birla Fashion and Retail Limited

9%

mance Demerged ABFRL continues to grow profitably ◉ Third consecutive quarter of ◉ Sales grew 9% vs LY despite tough positive retail LTL market ◉ Lifestyle Brands Q4 LTL @9% ◉ Ethnic busines

19%

tough positive retail LTL market ◉ Lifestyle Brands Q4 LTL @9% ◉ Ethnic business – Sales grew 19% ◉ Overall sales grew 4% YoY ◉ Lifestyle Brands up 5% ◉ EBITDA margin up 200 bps ◉ Luxury sales

4%

L market ◉ Lifestyle Brands Q4 LTL @9% ◉ Ethnic business – Sales grew 19% ◉ Overall sales grew 4% YoY ◉ Lifestyle Brands up 5% ◉ EBITDA margin up 200 bps ◉ Luxury sales up 11% ◉ TMRW revenue su

5%

Q4 LTL @9% ◉ Ethnic business – Sales grew 19% ◉ Overall sales grew 4% YoY ◉ Lifestyle Brands up 5% ◉ EBITDA margin up 200 bps ◉ Luxury sales up 11% ◉ TMRW revenue surged 27% ◉ Comparable EBITDA

200 bps

usiness – Sales grew 19% ◉ Overall sales grew 4% YoY ◉ Lifestyle Brands up 5% ◉ EBITDA margin up 200 bps ◉ Luxury sales up 11% ◉ TMRW revenue surged 27% ◉ Comparable EBITDA more than doubled vs LY ◉

11%

Overall sales grew 4% YoY ◉ Lifestyle Brands up 5% ◉ EBITDA margin up 200 bps ◉ Luxury sales up 11% ◉ TMRW revenue surged 27% ◉ Comparable EBITDA more than doubled vs LY ◉ Pantaloons segment mar

27%

◉ Lifestyle Brands up 5% ◉ EBITDA margin up 200 bps ◉ Luxury sales up 11% ◉ TMRW revenue surged 27% ◉ Comparable EBITDA more than doubled vs LY ◉ Pantaloons segment margin up by ~480 bps ◉ Eth

480 bps

nue surged 27% ◉ Comparable EBITDA more than doubled vs LY ◉ Pantaloons segment margin up by ~480 bps ◉ Ethnic margin up ~700 bps Demerger effective from 1st May 2025, likely listing by end June ◉ Ma

700 bps

EBITDA more than doubled vs LY ◉ Pantaloons segment margin up by ~480 bps ◉ Ethnic margin up ~700 bps Demerger effective from 1st May 2025, likely listing by end June ◉ Marks a beginning of two focuse

1%

S ABLBL maintains strong profitability in a challenging growth environment ◉ Overall sales grew 1% YoY ◉ Emerging brands* up 5% YoY ◉ Strong LTL performance in H2 ◉ Q3 @12%, Q4 @9% ◉ 100 bps EBI

12%

t ◉ Overall sales grew 1% YoY ◉ Emerging brands* up 5% YoY ◉ Strong LTL performance in H2 ◉ Q3 @12%, Q4 @9% ◉ 100 bps EBITDA margin gain vs LY ◉ Lifestyle Brands @19.3% Demerged ABFRL up 14% vs LY

100 bps

les grew 1% YoY ◉ Emerging brands* up 5% YoY ◉ Strong LTL performance in H2 ◉ Q3 @12%, Q4 @9% ◉ 100 bps EBITDA margin gain vs LY ◉ Lifestyle Brands @19.3% Demerged ABFRL up 14% vs LY with improved pro

“Same revenue will be reported going forward as an independent company 2.”

“Exceptional item is on account of restructuring of operations of a business unit ◉ ABLBL’s FY25 reported PAT of Rs.”

“exceptional items) & commensurate interest benefits due to restructuring of operations of a business unit * ABLBL Highlights | Q4 & FY25 | Segmental ABLBL Conso.”

“1639 Cr ◉ Another quarter of positive retail LTL ◉ LTL @9% ◉ Margin at 20%, 50+ bps gain vs LY FY25 Update ◉ Revenue at Rs.”

“LY Retail Wholesale Others 825 292 447 879 373 387 7% 28% -14% FY25 Channel-wise Revenue (in Rs.”

“Cr.) Retail Wholesale Others FY24 3310 1461 1789 FY25 3412 1350 1813 vs.”

“LY 3% -8% 1% ◉ Continued strong retail performance, LTL at ◉ 9% in Q4 ◉ 4% in FY25 ◉ Focused strategy of de-prioritizing high-discount & low profitability channels Q 4 F Y 2 5 A D I T Y A B I R L A F A S H I O N & R E T A I L A person and person standing on stairs in front of a stone building AI-generated content may be incorrect.”

“** Excluding WROGN stores De-merged ABFRL also has presence in 1632 Shops in shops across Dept stores and 276 MBOs Mar’24 7.3 Mar’25 Retail format stores; Brand Stores 1 1 2 11 2 20 1 2 2 2 51 29 10 21 7 15 14 10 1 4 16 25 2 6 21 25 4 13 21 70 41 57 16 / 13 26 46 11 7 4 3 8 39 82 16 16 5 17 39 38 Q 4 F Y 2 5 A D I T Y A B I R L A F A S H I O N & R E T A I L Demerged ABFRL | HIGHLIGHTS | Q4 & FY25 De-merged ABFRL Conso.”

“(In ₹ Cr.) Revenue EBITDA comparable EBITDA Reported EBITDA Margin EBIT Reported PAT Reported Q4 FY24 Q4 FY25 1575 98 98 6.2% -190 -287 1719 199 2951 17.2% -6 -161 Growth (Vs.”

“LY) 14% 46% 64% (In ₹ Cr.) Revenue EBITDA comparable EBITDA Reported EBITDA Margin EBIT Reported FY24 6441 520 520 8.1% -496 Exceptional item 2 - PAT Reported -907 FY25 7355 757 8541 11.6% -312 +161 -624 1.”

Registered Office

1

Registered Office

Piramal Agastya Corporate Park, Building ‘A’, 4th and 5th Floor, Unit No. 401, 403, 501, 502, L.B.S. Road, Kurla, Mumbai - 400 070 CIN: L18101MH2007PLC233901 Tel.: +91 86529 05000 Fax: +91 86529 05400 Website: www.abfrl.com E-mail: secretarial@abfrl.adityabirla.com Q4 FY25 Performance Highlights CONTENTS 01 02 03 Market Update Q4 & FY25 Highlights Performance of Key Portfolios 04 Financials Q 4 F Y 2 5 A D I T Y A B I R L A F A S H I O N & R E T A I L Market Update Under-lying demand remains subdued ◉ Cautious consumer spending Divergent pattern across categories ◉ Winterwear underperformed continues ◉ Low footfalls Green shoots in select pockets ◉ Value remains a strong performer ◉ Uptick in lower tier markets ◉ Premium and occasion-wear in line with past trends ◉ Non-apparel continues to outperform Focused expansion with network correction ◉ Exiting underperforming stores ◉ Streamlining costs Q 4 F Y 2 5 A D I T Y A B I R L A F A S H I O N & R E T A I L CONTENTS 01 Market Update 02 0