Aditya Birla Lifestyle Brands Limited (ABLBL) delivered a robust operational and financial performance in the third quarter of fiscal 2025–26 (Q3 FY26), underpinned by broad-based momentum across retail, e-commerce and wholesale channels, continued store expansion, and improved profitability.
Key Financial Highlights — Q3 FY26 vs Q3 FY25 Revenue climbed to ₹2,343 crore (~US $259 million), a 10% year-on-year increase, driven by sustained demand across core lifestyle and emerging brand portfolios.
EBITDA rose 21% to ₹431 crore (~US $47.8 million), with margins expanding 180 basis points to 18.4%, reflecting improved operating leverage and cost discipline.
Normalized profit after tax (PAT) soared 66% to ₹100 crore, while reported PAT stood at ₹69 crore (~US $7.6 million), up from ₹60 crore a year earlier.
On a nine-month basis, revenue reached approximately ₹6,222 crore (~US $689 million) a 6% YoY increase with EBITDA margin improving by around 100 basis points to 16.9%.
ABLBL recorded its sixth consecutive quarter of positive retail like-for-like (LTL) growth, with a 6% rise in LTL sales across a network of more than 3,000 stores, building on a strong base from last year.
E-commerce and wholesale channels also delivered double-digit year-on-year growth, contributing meaningfully to the top line.
During Q3, ABLBL added over 90 gross stores, expanding its retail footprint to 3,315 outlets covering nearly 4.8 million sq ft of retail area. For the first nine months of FY26, gross store additions exceeded 220.
Includes renowned labels such as Louis Philippe, Van Heusen, Allen Solly, Peter England and Simon Carter. Reported 9% revenue growth to ₹2,002 crore, with segment EBITDA of ₹413 crore and an expanded EBITDA margin of 20.6% (up 90 bps YoY).
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The company has begun an accelerated network expansion phase with over 70 gross store additions in the quarter.A significant portion of the network (over half the stores) now offers an expanded casualwear assortment, aimed at enhancing relevance among younger consumers.
Comprising American Eagle, Reebok sportswear, and Van Heusen innerwear, this segment delivered profitable growth with 13% revenue growth and robust 16% retail LTL expansion.
EBITDA margins in the emerging portfolio expanded sharply by 790 basis points YoY, underlining strong execution and consumer traction. These brands are now present in 375+ stores, with 20+ new store openings in Q3.
ABLBL’s Board has approved a ₹500 crore non-convertible debentures issuance, aimed at strengthening the company’s capital structure and supporting its growth initiatives (pending regulatory approvals).
Broader market analysts, including brokerages, have responded positively — with some recommending a ‘Buy’ rating on ABLBL shares following the strong Q3 results.
The company stated that its growth momentum is expected to continue, bolstered by ongoing product innovation, premiumisation strategies, and accelerated distribution expansion across channels and formats.
With an established retail presence and emerging brands gaining traction, ABLBL is positioning itself for long-term value creation in the competitive lifestyle and fashion segment.
