Multi-channel demand, store expansion and margin gains across lifestyle and emerging brands lift quarterly performance
Aditya Birla Lifestyle Brands reported a 15 per cent year-on-year increase in net profit for the third quarter of FY26, with earnings rising to Rs 69 crore from Rs 60 crore in Q3FY25. Revenue for the quarter climbed 9.6 per cent to Rs 2,343 crore, up from Rs 2,138 crore a year earlier.
The company’s operational performance showed significant improvement, with Ebitda surging 23.7 per cent YoY to Rs 411.6 crore, compared with Rs 332.8 crore in the same quarter last year. Ebitda margin expanded to 17.6 per cent from 15.6 per cent in Q3FY25.
ABLBL’s lifestyle brands contributed Rs 2,002 crore, registering 9 per cent growth driven by strong multi-channel performance. The emerging business portfolio grew 13 per cent YoY, or 19 per cent excluding Forever 21 from the prior-year base. Revenue for the nine-month period stood at Rs 6,222 crore, up 6 per cent over the same period last year.
Retail like-to-like (LTL) sales rose 6 per cent across the company’s network of over 3,000 stores, marking the sixth consecutive quarter of healthy growth. Emerging brands achieved double-digit LTL growth, while e-commerce and wholesale channels also reported strong year-on-year gains.
Margins for lifestyle brands improved by roughly 90 basis points to 20.6 per cent, while the emerging business segment saw a 790-basis-point expansion. For the nine-month period, overall margins rose around 100 basis points to 16.9 per cent.
ABLBL continued its retail expansion, opening more than 90 stores during the quarter, taking its total footprint to 3,315 stores covering approximately 4.8 million square feet. Lifestyle brands added over 70 stores, focusing on premium offerings and casualwear to engage younger consumers. Emerging brands added more than 20 stores, taking their total to over 375, while delivering 16 per cent LTL growth and improved Ebitda margins.
