Aditya Birla Fashion And Retail Ltd · NSE:ABFRL
Aditya Birla Fashion And Retail — Investor Presentation (November 2024)
26 slides from Aditya Birla Fashion And Retail's investor presentation, Nov 8, 2024
Slide 1: Corporate Presentation of the Company (stock exchange intimation)
November 8, 2024 BSE Limited National Stock Exchange of India Limited Scrip code: 535755 Symbol: ABFRL Sub.: Corporate Presentation of the Company Ref.: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regu
Slide 2: Aditya Birla Fashion & Retail Ltd (ABFRL) 2024
ADITYA BIRLA FASHION 2024 & RETAIL LTD (ABFRL)
Slide 3: India: A Secular Growth Story; Consumption at an Inflection
INDIA: A Secular Growth Story; CONSUMPTION: At An Inflection Rising GDP per capita will shift more households into Aspirers & Affluent Share of PFCE in GDP to increase to 63% by FY29 , growing at c.8% annually CAGR 6 (FY24-29) 5 41% 40% 37% 5% 3 3/4 8% 59% 60% 63% 2019 2024(E) 2029(P) 2022 2030 (P)
Slide 4: ABFRL: Leading Indian fashion player, House of Brands
₹ 13,996 Cr. ₹ 1,703 Cr. Revenue FY24 EBITDA FY24 4,538 37,952 Stores* Multi-Brand Outlets* House of Brands Play from Value-Through-Luxury ABFRL Leading Indian fashion Player With 5 Brands over ₹ 1000 Cr. sales 900+ Cities & Towns* 12.0 Mn Sq.ft. Footprint* Note: *As on 30th Sept, 2024. Brand Stores
Slide 5: ABFRL: Well crafted portfolio across key consumption themes
ABFRL: Well crafted portfolio across key consumption themes…. Themes, FY24 Market Size, 5-year growth CAGR Western • Lifestyle Brands – Louis Philippe, Van Heusen, Peter England, Allen Solly, Simon Carter ABLBL# • Sportswear – Reebok Small TAM, High growth Large TAM, High growth Brands • Van Heusen
Slide 6: Portfolio of Iconic Brands across Fashion Spectrum
….with a Portfolio of Iconic Brands across Fashion Spectrum Luxury Retail Formats Western Brands Ethnic Brands Digital-First Brands Brands Portfolio of 8 brands Masstige and Value Retail formats
Slide 7: ABFRL embarking on the next phase of growth with the proposed demerger
ABFRL embarking on the next phase of growth with the proposed demerger Creation of two separately listed companies as Proposed Demerger will: independent growth engines with distinct capital structures and parallel value creation opportunities Lead to the right operating architecture for both compan
Slide 8: Creating two independent growth engines with clear capital allocation
Creating two independent growth engines with clear capital allocation & value creation trajectories Proposed Aditya Birla Lifestyle Brands Limited Demerged Aditya Birla Fashion & Retail Limited Lifestyle Brands Value/Masstige Retail Youth Western Wear Wedding Ceremonial & Occasional Wear Sportswear
Slide 9: ABLBL: The Western Brand Powerhouse
ABLBL : The Western Brand Powerhouse Lifestyle Brands Youth Western Wear Innerwear Sportswear
Slide 10: ABLBL: Profitable Portfolio with A Proven Track Record
ABLBL: Profitable Portfolio with A Proven Track Record 1999 25 years of existence 2024 Acquisition of Madura Strongest portfolio of Western by ABG wear brands in India Lifestyle Brands Youth Western Wear Activewear & Innerwear Sportswear ➢ All 4 Brands have revenues ➢ Leveraging business partner ➢ C
Slide 11: ABLBL | Our strategy to win and create value
ABLBL | Our strategy to win and create value with superior brands, deep distribution and robust financial model Strong brand portfolio • Portfolio of India's leading lifestyle brands* with customer centric product creation • Opportunity to enter new categories through brand extensions Scalable & ass
Slide 12: Demerged ABFRL: Multiple high growth platforms
Demerged ABFRL : Multiple high growth platforms Masstige & Value Retail Luxury Retail Ethnic Brands Digital First Brands
Slide 13: ABFRL's brand portfolio playing across all themes
ABFRL’s brand portfolio playing across all themes with sizable presence Pantaloons & StyleUp: Amongst Large & growing organized Rs 3.7 Lakh Cr 7%+ leaders in value & masstige fashion value apparel market Market Size* (FY24) CAGR* (FY24 – FY29P) play to drive future growth Deepest play in Indian ethn
Slide 14: Pantaloons | Aspirational fashion retailer for Indian Middle class
Pantaloons | Aspirational fashion retailer for Indian Middle class Differentiated masstige fashion play over 25+ years of brand existence • Deep entrenched relationship with customers allowing us to understand customer needs Strong Customer Proposition • Strong loyalty program with ~16M (as of 30th
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Slide 16: ABFRL Luxury Play
ABFRL Luxury Play | Navigating retail, high-end department stores and house of brands format India’s #1 multi-brand retailer of international luxury brands Focus on expanding omnichannel distribution in House to 200+ luxury & designer brands retail and digital channels to become the largest Catering
Slide 17: ABFRL Ethnic play | Presence to capitalize on growing ethnic market
ABFRL Ethnic play | Presence to capitalize on growing ethnic market Carefully created a portfolio of category leading brands Organized ABFRL Our Portfolio - With distinct share% in Strategy brands across consumers, price FY24* points & occasions Invest in established Luxury designer brands 18-20% $$
Slide 18: Designer led Brands
ADITYA BIRLA Designer led Brands FASHION & RETAIL
Slide 19: Premium Ethnic Wear Brands
ADITYA BIRLA Premium Ethnic Wear Brands
Slide 20: ABFRL Digital Play | TMRW - Portfolio of seven digital first brands
ABFRL Digital Play | TMRW - Portfolio of seven digital first brands CASUAL & EXPRESSIVE CASUAL WEAR + EXPRESSIVE WEAR MEN’S CASUAL FASHLEISURETM DENIM LIFESTYLE KID’S WEAR WEAR (MEN/ WOMEN) FAST FASHION (MEN/ WOMEN) Celebrity-led Fashion forward, Playful kids and teen Quirky casual and Mass-premium
Slide 21: Robust established business at a right inflection point
Robust established business at a right inflection point 1 Strong brand equity with versatile ever-growing brands 2 Diversified portfolio across all consumer/price segments & usage occasions 3 Multi-channel distribution network providing large headroom for growth Significant digital presence – Combin
Slide 22: Seasoned Leadership
Seasoned Leadership ASHISH DIKSHIT VISHAK KUMAR SANGEETA TANWANI PUNEET MALIK R. SATHYAJIT Managing Director ED & CEO, Madura Fashion ED & CEO, Pantaloons CEO, Innerwear Business CEO, Luxury SOORAJ BHAT SUMATI MATTU ANANT DAGA PRASHANTH ALURU JACOB JOHN CEO, Ethnic Business CEO, Special Projects CEO
Slide 23: Thank you
Thank you
Slide 24: Disclaimer
Disclaimer This presentation has been prepared for general information purposes in respect of Aditya Birla Fashion and Retail Limited (“Company”) together with its subsidiaries, as applicable (together, with the Company, the “Group”) only, without regard to any specific objectives, suitability, fina
Slide 25: Disclaimer
Disclaimer Any person/ party intending to provide finance/ invest in the shares/ businesses of the Group shall do so after seeking their own professional advice and after carrying out their own due diligence procedure to ensure that they are making an informed decision. This presentation includes ce
Slide 26: Disclaimer
Disclaimer Information contained in a presentation hosted or promoted by the Group is provided “as is” without warranty of any kind, either expressed or implied, including any warranty of fitness for a particular purpose. This presentation is not an offer to sell or a solicitation of any offer to bu
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