Aditya Birla Lifestyle Brands Limited — PPTs, 07-05-2026: Investor Presentation

Aditya Birla Lifestyle Brands (ABLBL) delivered strong Q4 and FY26 financial results.

**Business Performance:** Q4 revenue climbed 12% YoY to Rs 2,174 Cr. EBITDA rose 14% to Rs 375 Cr, with margins at 17.2%. Normalized PAT surged 58% to Rs 60 Cr. For the full year FY26, revenue increased 7% to Rs 8,396 Cr, EBITDA grew 13% to Rs 1,429 Cr (17.0% margin), and normalized PAT jumped 61% to Rs 209 Cr. Lifestyle Brands revenue saw 11% Q4 growth, and Emerging Business expanded 18%. ABLBL's overall retail LTL was 6% in Q4 and 9% for FY26, showing consistent retail execution.

**Growth Drivers:** Strategic focus includes integrating Tech & AI across operations and aggressive network expansion, adding over 300 stores in FY26. Consistent brand refreshes and celebrity tie-ups further boost brand relevance.

**Recent Developments:** E-commerce and wholesale channels maintained robust double-digit growth. Key product innovations like Allen Solly’s 'Travel Chinos' were highlighted. Reebok expanded its Pro format stores and onboarded a new brand ambassador, while VH Innerwear launched in Shoppers Stop.

**Management Commentary:** Management notes a robust start for ABLBL as a standalone entity, driven by strong retail execution and aggressive medium-term expansion. Emerging businesses are nearing breakeven.