Monday, 2 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Aditya Birla Lifestyle Brands Earnings Call Transcript: Key Takeaways

Aditya Birla Lifestyle Brands reports strong double-digit revenue growth and significant margin expansion, driven by retail footprint growth and emerging brands.

Guidance and delivery
Management target Revenue 12.0% FY27
Highlights
Revenue growth11% YoY growth to ₹2,266 Cr, fourth consecutive double-digit quarter.
MarginsEBITDA margin up 60 bps to 17.2% via operating leverage.
Demand visibilityStable domestic consumption; festive season started on an encouraging note.
Management confidenceHigh, emphasizing steady performance amid global macroeconomic uncertainties.

Growth

Revenue grew 11% YoY; Emerging brands surged 27% while Lifestyle brands grew 9%.

Outlook

Management expects to hit ₹600 Cr net debt by FY27 end and over 300 Reebok stores.

Risks

High inventory costs and reliance on festive season shifts; pricing acceptance among consumers remains a variable.

Last quarter's promises, checked

Delivered

  • Emerging brands ~20% growth → 27% YoY (= BEAT)

Partly delivered

  • 300+ gross stores FY27 → 68 in Q1 + 100+ this quarter (= PARTIAL)

Missed

  • Cost increase 3–4% (H2 FY27) → 6% inflation (= MISS)
  • Retail LFL 7–8% → 5.3% (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: ABLBL. Summary written with AI assistance from the document.

Read the document ↗

Aditya Birla Lifestyle Brands Ltd: key numbers

Share price
₹72.07
Market cap
₹8,796 Cr
Revenue (annual)
₹8,396 Cr
Net profit (annual)
₹171.1 Cr
P/E (TTM)
42.8×Sector 62.3×
Promoter holding
46.60%+0.00% QoQ
FII holding
12.29%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Aditya Birla Lifestyle Brands Ltd

All →
15:15 IST NSE
Financial Results

Aditya Birla Lifestyle Brands Q2 FY27 Results: Net Profit ₹53 Cr, Up 126.5% YoY

Aditya Birla Lifestyle Brands Ltd reported revenue from operations of ₹2,266 Cr (+11.2% YoY) and net profit of ₹53 Cr (+126.5% YoY) for Q2 FY27.

Key figure
Net profit ₹53 Cr · +126.5% YoY