Aditya Birla Lifestyle Brands Limited — PPTs, 04-11-2025: Investor Presentation

Aditya Birla Lifestyle Brands (ABLBL) reported a strong Q2 FY26 turnaround, swinging to a PAT of Rs. 23 Cr compared to a loss last year. Revenue climbed 4% YoY to Rs. 2038 Cr, fueled by a 12% jump in EBITDA to Rs. 338 Cr, with margins expanding 125 bps to 16.6%.

The Lifestyle Brands segment delivered 7% revenue growth and impressive 12% retail like-to-like (LTL) growth, marking its fifth consecutive strong quarter. While Emerging Business revenue dipped due to the F21 exit, it showed significant margin expansion of 130 bps.

ABLBL is actively driving growth through retail expansion, adding over 75 new stores in Q2, and boosting brand leadership with new campaigns and product innovation, particularly focusing on small-town markets and youth-centric offerings. The company's e-commerce segment is stabilizing, poised for profitable acceleration. For the half-year, PAT also turned positive at Rs. 48 Cr, with revenue up 3% to Rs. 3878 Cr, reflecting solid operational execution despite cautious consumer sentiment.