ABLBL: Aditya Birla Lifestyle Brands Limited has informed the Exchange about Transcript of Q1 FY 26 Earnings Call of the Company.
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This is the first earnings call after the demerger (effective May 1, 2025), making ABLBL an independently listed entity. Q1 FY26 revenue grew 6% YoY to INR 1,570 crores, driven by Lifestyle Brands. Same-store sales growth was strong at 15% across 2,900+ stores — the fourth consecutive quarter of double-digit LTL growth. EBITDA stood at INR 286 crores with margin of 15.5% (vs 15.9% last year), while PAT was INR 24 crores (up 5% YoY), or INR 54 crores adjusted for the elevated IPL-linked marketing spend. Youth and Innerwear portfolio delivered 10% LTL with margins expanding 170 bps. The company added 40+ stores in the quarter, targets 250 store additions for the year, and reiterated capex of ~INR 250 crores annually. Management expects profitability to improve in H2 as marketing normalises.
Reaffirms strong underlying demand with 15% LTL growth, but near-term margins are weighed down by one-off IPL sponsorship spend that should reverse. Debt reduction of INR 200–300 crores per year and double-digit growth guidance across brands point to a steady compounding story for shareholders, though e-commerce headwinds and Forever 21 closure continue to drag youth-brand growth.