Aditya Birla Lifestyle Brands Limited reported a robust 12% year-on-year revenue growth to INR 2,174 crore in Q4 FY26. Driven by a broad-based performance across lifestyle and emerging brands, the company expanded its footprint to 3,348 stores. Consolidated EBITDA rose 14% to INR 375 crore, with margins expanding to 17.2%. Management remains focused on leveraging operational efficiencies and continuing aggressive store expansion while maintaining a strong path toward debt reduction.
Financial Performance Overview
For the fourth quarter of FY26, the company delivered a strong financial performance. Revenue grew by 12% YoY to INR 2,174 crore, while consolidated EBITDA reached INR 375 crore, reflecting a 14% increase compared to the same period last year. The EBITDA margin saw an expansion of 20 bps to 17.2%. The normalized profit after tax (PAT) reached INR 60 crore, marking a substantial 58% growth over the previous year.
For the full fiscal year 2026, revenue stood at INR 8,396 crore, up 7%, with EBITDA growing 13% to INR 1,429 crore. The company’s normalized PAT for the 12-month period surged 61% to INR 209 crore.
Segment and Operational Highlights
The Lifestyle Brands portfolio delivered an 11% revenue growth during the quarter, with an EBITDA margin of 20%. Simultaneously, the Emerging Business segment—comprising Reebok, Van Heusen Innerwear, and American Eagle—showed strong momentum with 18% revenue growth. Profitability for this segment improved significantly by 420 basis points, aided by positive operating leverage and reduced losses in the innerwear business.
Reebok, a key component of the emerging portfolio, delivered a 30% growth during the quarter and has seen its sales more than double since acquisition, with a network now exceeding 210 stores.
Expansion and Future Outlook
The company aggressively expanded its physical presence, adding over 300 stores during the year. The total retail footprint now spans 4.9 million square feet across nearly 800 cities and towns, with 3,348 stores in operation. Moving forward, the company intends to maintain its momentum in store expansion, targeting 250 to 300 crore in CAPEX, primarily focused on retail growth and store renovations.
Management expressed confidence in the company’s ability to maintain a double-digit growth trajectory. The firm is working toward becoming a debt-free entity within the next three years while continuing to reward shareholders, as evidenced by the maiden dividend declaration of INR 0.50 per equity share.
Source: BSE
