Aditya Birla Lifestyle Brands Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Aditya Birla Lifestyle Brands reported robust Q4 FY26 revenue of 2,174 Cr, up 12% YoY, with EBITDA at 375 Cr, up 14%. Full-year revenue hit 8,396 Cr, up 7%, with EBITDA at 1,429 Cr, up 13%. Normalized PAT grew 58% in Q4 and 61% for the full year.

Management is confident about sustained double-digit growth, driven by aggressive store expansion (300+ new stores in FY26) and strong performance in Emerging Businesses. Reebok sales more than doubled since acquisition, with 40-50 new stores planned annually. Van Heusen Innerwear is on track for profitability by Q3 FY27. The company declared a 50 paisa dividend per share, aiming for 15-25% of net profit as dividend, and expects continuous margin improvement. Net debt reduced to 726 Cr.