India · Delayed Price · Currency is INR Aditya Birla Lifestyle Brands Earnings Call Transcripts
Fiscal Year 2027
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Q2 revenue rose 11% and PAT more than doubled, with growth across channels and a 530 bps margin gain in Emerging Brands. Management expects steady-state double-digit growth, stronger H2 expansion and Q3 realization of 6% price increases.
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Revenue grew 11% YoY to INR 2,046 crore, while EBITDA rose 14% and margin expanded 50 bps. Growth was broad-based, with emerging businesses up 19%; management plans over 300 gross store additions and expects 3%–4% cost inflation in Q2–Q3, largely offset by efficiencies.
Fiscal Year 2026
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Q4 revenue grew 12% YoY and EBITDA margin expanded 20 bps; FY26 revenue rose 7% and EBITDA 13%. Store expansion, Reebok growth and improving emerging-business profitability underpin the outlook, while input-cost and demand uncertainties remain.
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Q3 revenue rose 10% and EBITDA 21%, lifting margin to 18.4%; lifestyle and emerging brands grew, while management plans continued expansion and expects improving profitability. Demand was affected by festive and wedding-calendar shifts.
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Q2 revenue rose 4% and EBITDA 12%, with margin expansion and double-digit retail LTL growth. GST disruption, subdued consumption and seasonal uncertainty weighed on momentum, while management expects primary sales to recover and debt to decline by FY26-end.
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Q1 delivered 15% lifestyle retail like-to-like growth and ₹286 crore EBITDA, while PAT rose 5% YoY. Growth investment and store expansion are priorities; e-commerce correction and soft demand remain near-term considerations.