ABFRL

What Aditya Birla Fashion and Retail promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 21 tracked 5 delivered 0 missed 16 open
  • Demerger Completion delivered said Q3 FY25 Promised: set for completion within the next 2, 3 months Q1 FY27: No new information, promise achieved.
  • Company-level Free Cash Flow delayed said Q4 FY26 Promised: aim to be FCF positive in FY '29 Q1 FY27: And by FY 2029 and '30, we expect the business to be FCF positive.
  • Tasva Profitability delayed said Q1 FY26 Promised: FY '27 end is where we'll get to the breakeven in Tasva Q1 FY27: Management did not provide a new timeline but noted profitability will come at a revenue scale of INR 400-500 crores. The delayed target of FY28 remains the active guidance.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 21 tracked commitments for Aditya Birla Fashion and Retail — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens