Q3FY26: ABLBL delivers double-digit sales growth with strong performance across channels

Financial Performance

The Board of Directors of the Company, at its meeting today, approved the results for the quarter ended 31st December 2025. 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 – Q3

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

Performance Highlights for the Quarter

1. ABLBL posted 10% growth YoY, with revenue at Rs. 2343 Cr for the quarter 
   1. Lifestyle Brands grew 9% YoY
   2. Emerging business up 13% vs LY
   3. 9M YTD Revenue stood at Rs. 6222 Cr, up 6% YoY
2. Quarter saw strong, broad-based growth across channels
   1. ABLBL posted 6th consecutive quarter of strong retail LTL 
      1. 6% LTL growth across a 3000+ store network, building on a strong 13% LTL growth in Q3 last year
      2. All emerging brands delivered double-digit LTL growth
   2. E-com and wholesale channel posted double digit YoY growth this quarter
3. ABLBL Q3 EBITDA grew by 21% YoY, reflecting continued improvement in operating performance
   1. EBITDA Margin expanded to 18.4%, an increase of 180 bps YoY
      1. Lifestyle brands margin was up ~90 bps
      2. Emerging business portfolio margin expanded by 790 bps vs LY
   2. 9M YTD saw margin expansion of ~100 bps to reach 16.9%
4. PAT normalized for ABLBL in Q3 stood at Rs. 100 Cr vs Rs. 60 Cr LY; up 66% YoY
5. ABLBL expanded its retail footprint with 90+ gross store additions during Q3
   1. Total presence now at 3315 stores with area spanning ~4.8 Mn sq.ft.
   2. 9M YTD gross store addition at 220+
       

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 – Q3 revenue grew 9% to reach Rs. 2002 Cr. led by strong multi-channel performance. EBITDA for the business was Rs. 413 Cr. resulting in an EBITDA margin of 20.6%, up 90 bps YoY.

Brands expanded their footprint with 70+ gross store additions in Q3, kickstarting a rapid network expansion phase. Brands continued with their premiumization journey, while further strengthening relevance and adoption amongst younger consumers. Over the past year, the store network has undergone a meaningful transformation, with over 50% of stores now offering an expanded casualwear assortment, enhancing brand relevance and driving higher customer engagement.

Emerging business portfolio delivered profitable growth this quarter. Overall revenue grew by 13%. Without Forever 21 in the base quarter, growth is 19%.  Portfolio posted robust retail LTL growth of 16% in Q3 with EBITDA margin expanding 790 bps YoY. These brands are now present across 375+ stores, with 20+ new stores added during the quarter.
 

Way Forward

Our portfolio accelerated its growth momentum during the quarter, underpinned by strong performance across emerging brands and non-retail channels, further strengthening an already well-established retail presence. This growth momentum is expected to sustain as we continue to power our product innovation engine while accelerating distribution expansion.

Built on a foundation of deep consumer understanding, a portfolio of strong brands, and experienced leadership talent, these growth initiatives position the business to deliver sustained, long-term value.