Aditya Birla Lifestyle Brands Limited — PPTs, 13-08-2025: Investor Presentation

Here's a summary of the attached document:

**1. Financial Highlights:**

Aditya Birla Lifestyle Brands (ABLBL) reported Q1 FY26 consolidated revenue up 3% YoY to ₹1,841 Cr, with PAT up 5% to ₹24 Cr. EBITDA grew 1% to ₹286 Cr, with margin at 15.5% (vs 15.9% LY), attributed to amplified brand investments (over 2x LY spend). Lifestyle Brands grew revenue 6% to ₹1,570 Cr, achieving strong 15% retail Like-for-Like (LTL) growth. Youth Brands & Innerwear saw revenue dip 2% but halved their losses.

**2. Strategic Initiatives & Growth Drivers:**

The company is prioritizing profitable growth through aggressive brand investments and youth-focused campaigns. Retail expansion continues, with 50+ new stores added in Q1 and a target of 250+ for the year, emphasizing larger, high-impact locations. There's a strong pipeline for store rollouts. Product innovations include Van Heusen's 'Transit' range and Innerwear's 'Invisilite' series.

**3. Business Developments:**

ABLBL has successfully completed its de-merger and is nearing network consolidation, anticipating net positive expansion from Q2 FY26. The company is phasing out Forever21. Strategic collaborations include Peter England's 'Bollywood wedding' campaign and Reebok's new partnerships. American Eagle marked 7 years in India with a new brand identity.

**4. Market Position & Competitive Advantage:**

ABLBL demonstrates industry-leading LTL growth (14% overall, 15% for Lifestyle Brands) across its 3200+ stores, highlighting strong retail execution. The company is well-positioned to leverage casualization trends, growing Gen-Z influence, and wedding season demand. Youth Brands & Innerwear are progressing towards profitability with established models.

**5. Investor Implications:**

Strong LTL growth and strategic brand investments signal positive growth potential, building long-term brand equity. The ongoing retail expansion and profitability improvement in emerging segments suggest a solid business trajectory. Investors should observe continued execution on expansion and margin trends following significant marketing spend.