Aditya Birla Lifestyle Brands reported strong double-digit growth in Q3 FY26, with a 10% Y-o-Y increase in revenue, reaching INR2,343 crores. Consolidated EBITDA rose by 21%, totaling INR431 crores. The company added 90-plus stores during the quarter and anticipates continued expansion. Lifestyle Brands grew by 9% Y-o-Y, while Emerging Businesses grew by 13%, signaling a positive trajectory.
Financial Highlights
Aditya Birla Lifestyle Brands showcased robust performance in Q3 FY26:
- Revenue increased by 10% Y-o-Y, reaching INR2,343 crores.
- EBITDA grew by 21%, amounting to INR431 crores.
- EBITDA margin expanded by 180 bps to 18.4%.
- PAT grew to INR100 crores, a 66% increase Y-o-Y.
For the year-to-date, overall revenue reached INR6,222 crores, a 6% Y-o-Y increase. EBITDA grew by 12% to INR1,054 crores, with a margin improvement of 100 bps to 16.9%.
Segment Performance
The company experienced growth across its segments:
- Lifestyle Brands grew by 9% Y-o-Y, with a 5% like-to-like growth.
- Emerging Businesses grew by 13% Y-o-Y.
Reebok delivered over 20% growth, doubling its network to over 200 stores. Van Heusen Innerwear also experienced a strong recovery with double-digit growth.
Strategic Initiatives
Aditya Birla Lifestyle Brands is focused on several strategic initiatives:
- Expanding its store network, adding 90-plus stores during the quarter, bringing the total footprint to 3,300-plus stores across 785 cities and towns.
- Enhancing in-store experiences and product portfolio upgrades.
- Improving operational efficiency and profitability across all businesses.
Future Outlook
The company anticipates sustained growth momentum, with emerging brands expected to contribute significantly in the next 4-5 years. Management expects continued momentum, translating into long-term value creation and improved profitability.
Q&A Highlights
During the earnings call, management addressed key questions:
- Capex for the year is expected to be north of INR300 crores.
- Retail expansion plans include adding another 90-plus stores in the next quarter.
- GST-related impacts have been digested, with no significant impact on stockholding.
Source: BSE
