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 Upg [Showing first 8,000 characters — download PDF for full document]