ABLBL Q2FY27: ABLBL Delivers Double Digit Growth for 4th Consecutive Quarter, With PAT More Than Doubling YoY

Financial Performance

The Board of Directors of the Company, at its meeting on 31 October 2026, approved the results for the quarter ended 30th September 2026. These financials are post factoring in necessary adjustments under Ind AS. Please note these results should be read in conjunction with the investor presentation.
 

Financials ABLBL - Q2

Performance Highlights for the Quarter

1. ABLBL posts 4th straight quarter of double-digit growth
   1. Revenue grew 11% YoY to Rs. 2266 Cr
      1. Lifestyle brands was up 9%
      2. Emerging business grew 27% YoY
2. EBITDA grew ahead of revenue for 5th consecutive quarter, up 15% YoY to Rs. 390 Cr
   1. EBITDA margin stood at 17.2%, expansion of 60 bps vs LY
      1. Lifestyle brands EBITDA grew 10% vs LY with margin at 19.5%
      2. Emerging business EBITDA margin expanded 530 bps YoY to 6.8%
3. Retail sustained strong momentum, delivering its 8th consecutive quarter of healthy LTL growth
   1. Retail L2L for the quarter stood at 5.3% despite shift in festive calendar
   2. Small-town network delivered its 6th consecutive quarter of double-digit LTL growth, over a store network of 500+ stores
4. Other channels continued to complement retail, strengthening the overall growth mix
   1. E-com delivered 12% growth YoY
   2. Wholesale channel grew 18% vs LY
5. 100+ new stores added as network expansion accelerated during the quarter
   1. Recorded the highest quarterly store additions in over two years
      1. H1 gross addition stood at 180+ stores
   2. Quarter saw net additions of 70+ stores and 120k+ sq. ft. of retail space
   3. Total presence now at 3434 stores with area spanning 5.1 Mn. sq. ft.
6. PAT for ABLBL in Q2 stood at Rs. 53 Cr, up 126% YoY
   1. PBT for the quarter stood at Rs. 70 Cr, up 127% vs LY
7. Net debt for ABLBL was Rs. 966 Cr; down from Rs. 993 Cr same quarter last year

Business Performance

Aditya Birla Lifestyle Brands Limited (ABLBL) comprises of -

• Lifestyle brands – Louis Philippe, Van Heusen, Allen Solly, Peter England and Simon Carter
• Emerging Business – American Eagle, Sportswear brand Reebok and Innerwear business under Van Heusen
   

Lifestyle Brands - The business delivered another quarter of profitable growth, with healthy performance across brands and channels. Revenue grew 9% YoY to Rs. 1906 Cr, while EBITDA rose 10% to Rs. 371 Cr, with margin at 19.5%. Growth was built upon 5% retail LTL, complemented by sustained traction across wholesale and e-commerce.

Business continues to make progress on key strategic levers of product innovation, brand rejuvenation and retail expansion. Sharper assortments, new launches and targeted digital initiatives further enhanced brand relevance among younger and Gen Z consumers. Network expansion gained pace with the addition of larger, elevated stores, alongside renovations aimed at enhancing the overall shopping experience.

The business is consistently building its own e-commerce business as a key growth lever for future. This channel has built capabilities around online-exclusive merchandise, enhanced app and brand.com experiences, expanded hyperlocal capabilities and impactful go-to-market initiatives, helping it maintain strong growth momentum.

The Emerging Businesses portfolio sustained strong growth, supported by healthy performance across brands and channels, alongside consistent improvement in profitability. The portfolio has now crossed an annualised revenue run-rate of Rs. 1400 Cr, contributing over 16% of ABLBL's overall H1 revenue, reflecting its growing significance within the business.

Q2 revenue grew 27%, driven by 11% retail LTL growth and healthy traction across wholesale and e-commerce channels. Strategic retail expansion continued with the addition of 30+ stores across key markets this quarter.