BSECompany Update1 Aug 2026 · 1 Aug 2026, 06:48 pm

Investor presentation on Unaudited Standalone & Consolidated Financial Results for the quarter ended June 30, 2026.

Aditya Birla Lifestyle Brands Ltd · 544403

✦ AI Summary▲ PositiveResults

Aditya Birla Lifestyle Brands Ltd has announced its unaudited standalone & consolidated financial results for the quarter ended June 30, 2026, with revenue growth of 11% YoY, EBITDA growth of 14% YoY, and PAT growth of 21% YoY. The company's lifestyle brands segment delivered consistent growth with healthy profitability, while its emerging business segment showed strong growth with margin expansion.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
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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August 1, 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, August 1, 2026, have inter alia considered and approved the Unaudited Standalone & Consolidated Financial Results along with Limited Review Report for the quarter ended June 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 Q1 F Y27 PE RFORMANCE H IGH L IGH TS CONTENTS 01 Market Update 02 Q1 Highlights 03 Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD Market Update Demand trend in line with Occasion wear previous quarters consumption softer vs LY • Broad-based traction remains • Inauspicious period affected intact across categories and peak wedding period channels • Premiumization trend remains • Inflation’s impact on sentiments intact to be observed Input costs witness Quick-com expands in inflationary pressure fashion from a low base • Early signs visible in raw • Platforms are scaling their material, logistics and wages rapid-delivery capabilities • Further escalation to be • Driven by impulse and last- monitored closely minute purchases Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD CONTENTS Market Update Q1 Highlights 03 Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD ABLBL Network 15 107 78 3362 800+ 121 3 Brand Stores Cities & Towns 149 32 6 presence 137 3 560+ 190+ 134 109 90 9 Small Town No. of Malls stores presence 5 104 Footprint (million sq. ft.) Jun’26 248 319 Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD Organic Growth fuels Strong Q1 Performance 11% 14% Revenue Growth EBITDA Growth L2L Growth PAT Growth Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD Q1 HIGHLIGHTS Third consecutive quarter Profitability growth ahead of double-digit growth of revenue • Overall revenue grew 11% vs LY • EBITDA up 14% YoY, with margin at 16.0% • Lifestyle Brands delivered 10% YoY • Lifestyle brands margin at 18.5% • Emerging business expanded • Emerging business margin at 19% vs LY 4.3%, up 240 bps vs LY • PBT up 39% vs LY Robust E-commerce Consistent retail like-to-like momentum continues performance • Channel grew 23% YoY driven by • Overall retail LTL growth stood at 8% • Strong marketplace performance • 7th consecutive quarter of strong LTL growth • Own E-commerce business posts strong YoY growth • Cycling a double digit LTL in same quarter LY • Hyperlocal activation & enhanced product catalogue Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD ABLBL HIGHLIGHTS | Q1 ABLBL Consolidated • Revenue up by 11% vs LY (In Rs. Cr.) Growth • Broad based growth across brands Q1 FY26 Q1 FY27 (Vs. LY) and channels Revenue 1841 2046 11% • EBITDA up 14% YoY • Margin at 16.0%, up ~50 bps YoY EBITDA 286 327 14% • PBTup 39% YoY EBITDA Margin 15.5% 16.0% • PATup 21% YoY EBIT 113 122 PBT 28 39 39% PAT 24 29 Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD ABLBL SEGMENTAL | Q1 Revenue Growth EBITDA EBITDA% Consolidated Financials (In Rs. Cr.) Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 FY26 Lifestyle Brands1 1570 1725 10% 285 319 18.1% 18.5% Emerging Business1 279 332 19% 5 14 1.9% 4.3% Elimination -8 -11 -4 -6 ABLBL 1841 2046 11% 286 327 15.5% 16.0% • Lifestyle Brands : Consistent growth with healthy profitability • Revenue grew 10% YoY, driven by sustained performance across channels • EBITDA rose 12% vs LY, with margin at 18.5%, up ~40 bps YoY • Emerging business : Strong growth with margin expansion • Delivered 19% YoY growth, led by strong retail and E-com performance • EBITDA margin expanded by 240 bps YoY, led by scale benefits and operating leverage 1. ABGL earlier classified under Emerging Businesses, since Q2 FY26 has been reported as part of Lifestyle Brands (net revenue &EBITDA), reflecting the integration of its manufacturing operations within the segment Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD CONTENTS Market Update 02 Q1 Highlights Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD ABLBL Channel Update | Q1 (in Rs. Cr.) Q1 FY26 Q1 FY27 vs. LY Retail 1170 1289 10% Wholesale 365 384 5% E-commerce 232 286 23% Others 73 86 18% Total 1841 2046 11% Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD LIFESTYLE BRANDS Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD Lifestyle Brands Q1 FY27 Update • Business delivered revenue of Rs. 1725 Cr, up 10% YoY • Overall retail channel grew 9% vs LY • LTL growth stood at 7%, with the small town network recording another double digit LTL quarter • E-commerce growth consistently on track across platforms, up 20% YoY • Own e-commerce business grew by over 50% • Wholesale performance was impacted by lower primary sales • Secondary sales remained healthy • Overall EBITDA increased by 12%, to Rs. 319 Cr • EBITDA margin at 18.5%, up ~40 bps YoY • Total network >2950 stores, spanning ~4.5 Mn sq.ft. Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD Key Stories Key Product Pipeline Upgraded Retail Experience “The Grand Slam” Key Stories Product Innovation Bespoke “Champagne & Toast” “The Infinity Suit” Key Stories Key Product Innovations Enhancing retail experience LP “Golf Lifestyle” “Pigmentum” across network Key Stories Key Product Innovations LP Jeans present “Echoes of Indus” “Permapress SOZO” Q 4 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD Key Stories Key Product Innovation Enhancing Retail Experience “Velvet Wedding” “Crafted Knits” with launch of new retail identity CRAFTED KNITS PREMIUM FLAT KNIT ACROSS SILHOUETTES & TEXTURES Key Stories Key Product Innovation Heritage Collection “Soft Formal” Key Stories Key Product Innovations Enhancing Retail Experience “Fables of Unicorn” “Astro Lite” Ultra fine wrinkle free shirt Key Stories Key Product Innovations “Black Orchid” “SoftSense” EMERGING BUSINESS Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD Emerging Business Q1 FY27 Update • Overall portfolio revenue grew 19% vs LY • Strong growth across Reebok, Innerwear and American Eagle • Retail LTL growth stood at 11% YoY • Strong E-com performance, growing over 30% YoY • Healthy secondary sales sustained across partners • EBITDA margin expansion by 240 bps to reach 4.3% • New product launches across brands broadened the portfolio and attracted new customer segments • Total portfolio network now exceeds 400 stores Q 1 F Y 2 7 ADITYA BIRLA LIFESTYLE BRANDS LTD New Launches across footwear Reebok “Multi-Court” New Launches across apparel FLOAT PREMIER Comfilux for Women SIDEWINDER 26 Regaining winning position in Complete destination for VH Innerwear Retail Store premium Departmental Store Men’s & Women’s innerwear Auto Replenishment system for distributors Direct to Retailers Q 4 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD Key Stories Key Product Pipeline American Eagle with Ananya Pandey Colored Denim Relaxed Oxfords Low rise straight Driving Reach through retail New Campaign CONTENTS Market Update 02 Q1 Highlights 03 Performance of Key Portf [Showing first 8,000 characters — download PDF for full document]