BSECompany Update31 Oct 2026 · 31 Oct 2026, 03:38 pm
Investor Presentation on Unaudited Financial Results for the quarter and half year ended September 30, 2026
Aditya Birla Lifestyle Brands Ltd · 544403
✦ AI Summary▲ PositiveResults
Aditya Birla Lifestyle Brands Ltd has announced unaudited financial results for Q2 FY27, showing revenue growth of 11% YoY, EBITDA growth of 15% YoY, and PAT growth of 126% YoY. The company has also highlighted strong multi-channel execution, double-digit growth in emerging business, and margin expansion across segments.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10
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Aditya Birla Lifestyle Brands Ltd - 544403 - Announcement under Regulation 30 (LODR)-Investor Presentation
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October 31, 2026
BSE Limited National Stock Exchange of India Limited
Scrip code: 544403 Symbol: ABLBL
Sub.: Investor Presentation of the Board Meeting of the Company
Ref.: Regulation 30 (read with Schedule III - Part A) of the Securities and Exchange Board of India (Listing
Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”)
Dear Sir/ Madam,
Pursuant to the above referred Listing Regulation, kindly note that the Board of Directors of the Company
at its meeting held today i.e., Saturday, October 31, 2026, have inter alia considered and approved the
Unaudited Standalone & Consolidated Financial Results along with Limited Review Report for the quarter
and half year ended September 30, 2026.
Enclosed is the investor presentation in this regard.
The above is being made available on the Company’s website i.e., www.ablbl.in.
Thanking you.
Yours Sincerely,
For Aditya Birla Lifestyle Brands Limited
Rameez Shaikh
Company Secretary and Compliance Officer
A24939
Encl.: As above
Aditya Birla Lifestyle Brands Limited
Corporate Office: Registered Office: Website: www.ablbl.in
Kh No. 118/110/1, Building 2, Divyashree Piramal Agastya Corporate Park, Building ‘A’, E-mail: cs@ablbl.adityabirla.com
Technopolis, Yemalur Main Rd, off HAL Airport 4th and 5th Floor, Unit No. 401, 403, 501, 502, Tel.: +91 86529 05000
Road, Bengaluru- 560037 L.B.S. Road, Kurla, Mumbai - 400 070 CIN: L46410MH2024PLC423195
Q 2 FY2 7
PE RFORMANCE H IGH L IGH TS
CONTENTS
01 Market Update
02 Q2 Highlights
03 Performance of Key Portfolios
04 Financials
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
Market Update
Demand remains steady Festive shift impacts
in line with past quarters YoY performance
• Consumption steady despite a • Deferred festivities this year shift
key regional festivals
volatile operating environment occasion-led purchases to Q3
• Growth momentum remains • Regional specific nuances further
stronger in lower tier markets influence YoY comparability
Changing cost dynamics Positive start to the
festive season
Onam and recent • Rising input prices and operating
expenses driving cost inflation
• Good Onam business heralds a
• Higher minimum wages, logistics strong festive season ahead
and sourcing expenses adding to
• Good start to Pujo as well
operating costs
• Last year had seen multiple
disturbances during Pujo
season
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
CONTENTS
01 Market Update
02 Q2 Highlights
03 Performance of Key Portfolios
04 Financials
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
ABLBL Network
14 110 81
3434 800+
124 3 7
Brand Stores Cities & Towns
151 32 6
presence
147 3
560+ 190+ 136 114 90 9
Small Town No. of Malls
stores presence
5 370
Footprint
(million sq. ft.)
Sep’26 249 320
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
KEY Q2 YoY HIGHLIGHTS
Strong Multi-Channel Execution Fuels Q2 Growth
11% 15%
Revenue Growth EBITDA Growth
5.3% 126%
L2L Growth PAT Growth
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
Q2 HIGHLIGHTS
Double-digit growth for Fifth consecutive quarter of
fourth straight quarter margin expansion
• Overall revenue grew 11% vs LY • EBITDA up 15% YoY, margin at 17.2%
• Lifestyle Brands delivered growth • Lifestyle brands margin at 19.5%
of 9% YoY
• Emerging business margin
• Emerging business grew 27% vs LY expanded by 530 bps YoY to 6.8%
• PAT more than doubled, up 126% vs LY
Strong multi-channel Store expansion picks up
performance pace
• Retail L2L of 5.3%, marking 8th • 100+ new stores added in Q2 vs ~70
consecutive quarter of robust retail in Q1 FY27
performance • Highest in more than 2 years
• Wholesale and e-commerce delivered • Accelerated store expansion in first half
double-digit growth of the year
• 180+ gross addition
• Net addition of 86 stores
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
ABLBL HIGHLIGHTS | Q2
ABLBL Consolidated
(In Rs. Cr.)
Growth
Q2 FY26 Q2 FY27
(Vs. LY)
• Revenue grew 11% vs LY
Revenue 2038 2266 11%
• EBITDA up 15% YoY at the back of
operating leverage
EBITDA 338 390 15%
• Margin expanded ~60 bps YoY to
17.2%
EBITDA Margin 16.6% 17.2%
• PBT up 127% YoY
EBIT 129 167
• PAT up 126% YoY
PBT 31 70 127%
PAT 23 53 126%
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
ABLBL SEGMENTAL | Q2
Revenue Growth EBITDA EBITDA%
Consolidated Financials
(In Rs. Cr.)
Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27
FY26
Lifestyle Brands 1754 1906 9% 338 371 19.3% 19.5%
Emerging Business 292 371 27% 4 25 1.5% 6.8%
Elimination -8 -11 -5 -6
ABLBL 2038 2266 11% 338 390 16.6% 17.2%
• Lifestyle Brands: Another quarter of profitable growth driven by strong brand momentum and focused execution
• Revenue grew 9% YoY despite shift in the festive calendar
• EBITDA up 10% vs LY, with margin at 19.5%
• Emerging business: All round portfolio performance across channels driven by 11% portfolio LTL and distribution expansion
• Delivered 27% YoY revenue growth
• EBITDA margin expanded by 530 bps YoY to 6.8%
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
ABLBL HIGHLIGHTS | H1
ABLBL Consolidated
(In Rs. Cr.)
Growth
H1 FY26 H1 FY27
(Vs. LY)
• Revenue up by 11% vs LY
Revenue 3878 4311 11% • Healthy growth momentum across
all brands and channels
EBITDA 623 717 15%
• EBITDA up 15% YoY
• Margin at 16.6%, up ~50 bps YoY
EBITDA Margin 16.1% 16.6%
• PBT up 85% YoY
EBIT 242 289
• PAT up 73% YoY
PBT 59 110 85%
PAT 48 82 73%
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
ABLBL SEGMENTAL | H1
Revenue Growth EBITDA EBITDA%
Consolidated Financials
(In Rs. Cr.)
H1 FY26 H1 FY27 H1 FY26 H1 FY27 H1 FY26 H1 FY27
FY26
Lifestyle Brands 3324 3631 9% 623 690 18.7% 19.0%
Emerging Business 571 703 23% 10 39 1.7% 5.6%
Elimination -16 -22 -9 -12
ABLBL 3878 4311 11% 623 717 16.1% 16.6%
• Lifestyle Brands: Healthy growth and margin expansion reinforce the strength of the brand portfolio
• Revenue grew 9% YoY, driven by sustained performance across channels; H1 retail LTL growth stood at 6%
• EBITDA rose 11% vs LY, with margin expanding ~30 bps YoY to 19.0%
• Emerging business: Increasing scale, wider distribution reach and operating leverage further strengthens the portfolio
• Delivered 23% YoY growth, led by double digit retail LTL and strong E-com performance
• EBITDA margin expanded by 390 bps YoY to 5.6%
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
CONTENTS
01 Market Update
Q2 Highlights
Performance of Key
Portfolios
04 Financials
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
ABLBL Channel Update | Q2
(In Rs. Cr.) Q2 FY26 Q2 FY27 vs. LY
Retail 1123 1209 8%
Wholesale 506 597 18%
E-commerce 322 360 12%
Others 86 99 15%
Total 2038 2266 11%
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
LIFESTYLE BRANDS
LOUIS PHILIPPE
VAN HEUSEN
ALLEN SOLLY
PETER ENGLAND
SIMON CARTER
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
Lifestyle Brands
Q2 FY27 Update
Businessdelivered revenue of Rs. 1906Cr, up 9% YoY
• EBITDA grew by 10% to Rs. 371 Cr with margin at 19.5%
Consistently robust retail performance
• Retail LTL growth stood at 5% YoY
• Small-town network continues to outperform – 6th consecutive quarter of double-digit LTL
Non-retail channels providing complementary growth momentum
• E-commerce sustained its growth trajectory, delivering high-single-digit growth
• Wholesale accelerated further, growing double digit, led by robust primary sales
Strengthening consumer relevance through product innovation and digital engagement
• Engaging Gen Z consumers through new offerings like Vybe by Peter England
• Targeted digital marketing initiatives driving consumer acquisition
• H1 own app visits up 250% YoY
• Own e-commerce business up 70% in Q2, led by enhanced hyperlocal capabilities, improved
app performance and better customer service
Q 2 F Y 2 7
ADITYA BIRLA LIFESTYLE BRANDS LTD
Launch of Vybe by Peter England
KKeeyy SSttoorriieess
Key Product Innovations Upgraded retail experience
AlAlellne nS oSlolyll y“ T“hTea mGurarankdo Smlaam” ”
Key Stories Product Innovation
Allen Solly “The Infinity Suit” “Starboy”
KKeeyy SSttoorriieess Key Product Innovations
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