Aditya Birla Lifestyle Brands Limited has informed the Exchange about Investor Presentation
ABLBL · price
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Awaiting price reaction for this filing.
ABLBL reported Q1 FY26 revenue of Rs 1,841 Cr, up 3% year-on-year, with EBITDA of Rs 286 Cr and net profit of Rs 24 Cr (up 5%). Reported EBITDA margin dipped to 15.5% from 15.9%, but the company highlighted that excluding higher advertising spends (2x last year, mainly IPL-led), margin would have expanded 280 bps to 18.3%. Like-to-like sales grew 14% across 3,230+ stores, marking another quarter of double-digit retail growth. Lifestyle Brands led performance with 6% revenue growth and 15% LTL, while Youth Brands & Innerwear saw losses halve as it moves toward profitability. The company added 50+ stores in the quarter and remains on track for 250+ new store additions this year, with network consolidation and the Forever 21 phase-out now nearly complete.
Positive for shareholders — strong retail execution, healthy LTL growth, and improving underlying margins signal operational strength. The near-term margin dip is clearly framed as strategic brand investment rather than structural pressure, which the market may view constructively.