Transcript of Earnings Call for Q4 FY26 held on May 8, 2026.
ABLBL · price
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Aditya Birla Lifestyle Brands delivered strong Q4 FY26 with 12% revenue growth to INR 2,174 crores, driven by robust performance across channels. EBITDA rose 14% to INR 375 crores with margins expanding 20 bps to 17.2%. Normalized PAT grew 58% to INR 60 crores. For the full year, revenue reached INR 8,396 crores (7% growth) with EBITDA of INR 1,429 crores (13% growth) and normalized PAT of INR 209 crores (61% growth). The company added 300+ stores during FY26, taking total footprint to 3,348 stores across 4.9 million sq ft. Emerging businesses including Reebok (30% Q4 growth), Van Heusen Innerwear (double-digit growth), and American Eagle showed strong recovery. Management targets 7% steady-state like-to-like growth and plans to become debt-free in three years.
The company's strong margin expansion and improving profitability in emerging brands signal solid execution. The dividend announcement and debt reduction target (net debt down to INR 726 crores) indicate improving cash generation, which could support stock appreciation despite near-term geopolitical headwinds.