ABLBL Q4 FY2026: Another quarter of double-digit sales growth

Financial Performance

The Board of Directors of the Company, at its meeting today, approved the results for the quarter ended 31st March 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 – Q4

Financials ABLBL – FY

* PAT & PBT normalized excludes one-time exceptional item pertaining to Statutory Impact of New Labour Code 
 

Performance Highlights for the Quarter

1. ABLBL posted 12% growth YoY, with revenue at Rs. 2174 Cr for the quarter    
   1. Lifestyle Brands grew 11% YoY   
   2. Emerging business up 18% vs LY   
   3. FY26 Revenue stood at Rs. 8396 Cr, up 7% YoY
2. Quarter saw strong, broad-based growth across channels, maintaining momentum from the previous quarter   
   1. 6% retail LTL growth across a large store network   
      1. All emerging brands posted strong double‑digit LTL growth   
   2. E-com and departmental store business posted double digit YoY growth   
   3. Strengthened omni-channel ecosystem with added capabilities   
      1. ~50% network is omni-enabled
3. Delivered healthy profit growth during the quarter, Q4 EBITDA up by 14% YoY   
   1. EBITDA Margin at 17.2% in Q4   
      1. Emerging business portfolio margin expanded by 420 bps vs LY   
   2. FY26 saw margin expansion of ~80 bps to reach 17.0%
4. PAT normalized for ABLBL in Q4 stood at Rs. 60 Cr vs Rs. 38 Cr LY; up 58% YoY   
   1. For FY26, PAT normalized was Rs. 209 Cr growing 61% vs LY
5. Expansion continued to be a key growth lever    
   1. FY26 gross store addition at 300+; 90+ net additions   
   2. Total presence now at 3348 stores with area spanning ~4.9 Mn sq.ft.
6. Net debt for ABLBL was Rs. 726 Cr; down from Rs. 781 Cr 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 – Q4 revenue grew 11% to reach Rs. 1829 Cr. led by strong multi-channel performance. EBITDA for the business was Rs. 366 Cr. resulting in an EBITDA margin of 20.0%.

Digitally driven marketing and go-to-market execution remained central through the year for the brands. This was complemented by the renovation of 175+ lifestyle brand stores in FY26, enhancing in-store experience and driving stronger engagement and conversion. Product assortments were also refreshed with a higher mix of natural, breathable blends, alongside trend-led trims and craft-inspired detailing; strengthening relevance and consumer appeal.

Emerging business portfolio continued its profitable trajectory this quarter as overall revenue grew by 18% YoY. Portfolio posted strong retail LTL growth of 16% in Q4 with EBITDA margin expanding 420 bps vs LY. These brands are now present across 390+ stores, with 15+ new stores added during the quarter. 
 

Way Forward

The year marked a strong debut for ABLBL, reflected in robust retail growth, recovery across other channels and clear momentum in network expansion. The year also delivered solid profits alongside overall growth. This momentum is expected to continue, supported by a strong pipeline of store additions, continued product innovation and disciplined, technology led execution across the value chain.

The company remains well positioned in a dynamic operating environment, supported by the strength of its brands, a healthy balance sheet and execution agility. Focus remains on improving availability, reducing lead times and driving execution consistency through sharper assortments, closer partner collaboration, and tech-enabled replenishment. Alongside, the business continues to deepen consumer relevance and build a differentiated fashion proposition to support sustainable, competitive growth.