Transcript of Earnings Call for Q4 FY26 held on May 8, 2026.
ABLBL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Aditya Birla Lifestyle Brands delivered a strong Q4 FY26 with revenue of INR 2,174 crores, up 12% YoY, and EBITDA of INR 375 crores with margin expansion of 20 bps to 17.2%. For the full year FY26, revenue stood at INR 8,396 crores (up 7% YoY) with EBITDA margin improving 90 bps to 17%. The company declared its first dividend of INR 0.50 per share post-demerger. Reebok showed exceptional 30% growth with 210+ stores, while the emerging business segment (Reebok, Van Heusen Innerwear, American Eagle) grew 18% with 420 bps margin improvement. Store network expanded to 3,348 stores across 4.9 million sq ft in ~800 cities, adding 300+ stores during the year. Net debt reduced to INR 726 crores from INR 781 crores.
The earnings call demonstrates healthy operational performance with margin expansion and strong cash generation, supporting the company's first dividend announcement. Management's confidence in sustained double-digit growth and a clear debt reduction roadmap (debt-free in 3 years) signals positive momentum for shareholders.