Dikshit notes that Aditya Birla Lifestyle Brands or ABLBL is well-positioned to double its scale and expand margins significantly over the next five years
Emphasising that the business demonstrated resilience despite the challenging consumption environment in the last fiscal year (FY25), Ashish Dikshit, Managing Director of Aditya Birla Fashion and Retail or ABFRL, stated that the company is now aiming for a three-times scale-up in revenues and a two-times expansion in margins over the next five years.
In the company’s annual report, Dikshit noted that looking beyond the short-term volatility, India’s long-term growth pillars remain intact. As the country witnesses a rising share of the younger generation with high disposable incomes adopting a digital-first lifestyle, and rising urbanisation, we are creating strong tailwinds for the rise of organised retail, particularly in fashion and lifestyle categories in the branded space, he added.
“Backed by a gross cash balance of Rs 2,350 crore, ABFRL is poised to unlock the next phase of growth, targeting a 3x scale-up in revenues and a 2x expansion in margins over the next five years. With strong expansion plans and continued strong LTL growth, Aditya Birla Lifestyle Brands or ABLBL is well-positioned to double its scale and expand margins significantly over the next five years,” the MD added.
Dikshit said that ABLBL is well-positioned to accelerate growth and expand market share across India. The company has a retail footprint of over 3,200 stores and plans to add over 250 stores in FY26. In FY25, ABLBL delivered normalised revenues of Rs 7,830 crore, supported by sustained consumer demand across its core categories.
ABFRL delivered revenues of Rs 7,355 crore in FY25, supported by contributions from both its core businesses and strategic new investments. The comparable EBITDA margin expanded by 220 basis points to 10.3 per cent, amidst a challenging consumption environment.
TMRW, ABFRL’s digital-first platform targeting Gen Z and millennials, achieved 55 per cent revenue growth over last year, driven by category and channel expansion, premiumisation and high-impact marketing campaigns. Within premium brands, TASVA, has increasingly emerged as a brand of choice in key wedding markets. In FY25, TASVA delivered a 44 per cent year-on-year sales growth.
The Pantaloons segment, including Style Up, reported revenues of Rs 4,373 crore in FY25, with a segmental margin of 16.9 per cent, representing a 400-basis point improvement over the previous year. Strengthening its portfolio further during this year, TMRW also acquired a minority stake in WROGN.
