Aditya Birla Lifestyle Brands Limited · NSE:ABLBL
Aditya Birla Lifestyle Brands — Q1 FY27 Earnings Presentation
26 slides from Aditya Birla Lifestyle Brands's earnings presentation, Aug 1, 2026
Slide 1: Aditya Birla Lifestyle Brands Limited – Exchange Intimation
August 1, 2026 BSE Limited National Stock Exchange of India Limited Scrip code: 544403 Symbol: ABLBL Sub.: Investor Presentation of the Board Meeting of the Company Ref.: Regulation 30 (read with Schedule III - Part A) of the Securities and Exchange Board of India (Listing Obligations and Disclosure
Slide 2: Q1 FY27 Performance Highlights
Q1 FY27 PERFORMANCE HIGHLIGHTS
Slide 3: Contents
CONTENTS 01 Market Update 02 Q1 Highlights 03 Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 4: Market Update
Market Update Demand trend in line with Occasion wear previous quarters consumption softer vs LY • Broad-based traction remains • Inauspicious period affected intact across categories and peak wedding period channels • Premiumization trend remains • Inflation’s impact on sentiments intact to be obse
Slide 5: Contents
CONTENTS 01 Market Update 02 Q1 Highlights 03 Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 6: ABLBL Network
ABLBL Network 13 12 15 107 78 3362 800+ 118 121 3 7 Brand Stores Cities & Towns 149 418 32 6 presence 3 137 7 5 85 560+ 190+ 134 90 9 109 21 Small Town No. of Malls 57 stores presence 406 166 5 104 5.0 361 Footprint 6 (million sq. ft.) Jun’26 248 319 Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 7: Organic Growth fuels Strong Q1 Performance
Organic Growth fuels Strong Q1 Performance 11% 14% Revenue Growth EBITDA Growth 8% 21% L2L Growth PAT Growth Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 8: Q1 Highlights
Q1 HIGHLIGHTS Third consecutive quarter Profitability growth ahead of double-digit growth of revenue • Overall revenue grew 11% vs LY • EBITDA up 14% YoY, with margin • Lifestyle Brands delivered at 16.0% 10% YoY • Lifestyle brands margin at 18.5% • Emerging business expanded • Emerging business mar
Slide 9: ABLBL Highlights | Q1
ABLBL HIGHLIGHTS | Q1 ABLBL Consolidated • Revenue up by 11% vs LY (In Rs. Cr.) Growth • Broad based growth across brands Q1 FY26 Q1 FY27 (Vs. LY) and channels Revenue 1841 2046 11% • EBITDA up 14% YoY • Margin at 16.0%, up ~50 bps YoY EBITDA 286 327 14% • PBT up 39% YoY EBITDA Margin 15.5% 16.0% •
Slide 10: ABLBL Segmental | Q1
ABLBL SEGMENTAL | Q1 Revenue Growth EBITDA EBITDA% Consolidated Financials (In Rs. Cr.) Vs Q1 FY26 Q1 FY27 FY26 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Lifestyle Brands1 1570 1725 10% 285 319 18.1% 18.5% Emerging Business1 279 332 19% 5 14 1.9% 4.3% Elimination -8 -11 -4 -6 ABLBL 1841 2046 11% 286 327 15.5%
Slide 11: Contents
CONTENTS 01 Market Update 02 Q1 Highlights 03 Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 12: ABLBL Channel Update | Q1
ABLBL Channel Update | Q1 (in Rs. Cr.) Q1 FY26 Q1 FY27 vs. LY Retail 1170 1289 10% Wholesale 365 384 5% E-commerce 232 286 23% Others 73 86 18% Total 1841 2046 11% Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 13: Lifestyle Brands
LIFESTYLE BRANDS Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 14: Lifestyle Brands Q1 FY27 Update
Lifestyle Brands Q1 FY27 Update • Business delivered revenue of Rs. 1725 Cr, up 10% YoY • Overall retail channel grew 9% vs LY • LTL growth stood at 7%, with the small town network recording another double digit LTL quarter • E-commerce growth consistently on track across platforms, up 20% YoY • Own
Slide 15: Key Stories and Key Product Pipeline
Key Stories Upgraded Retail Experience Key Product Pipeline “The Grand Slam” Key Stories Product Innovation Bespoke “Champagne & Toast” “The Infinity Suit”
Slide 16: Key Stories and Key Product Innovations
Key Stories Key Product Innovations Enhancing retail experience LP “Golf Lifestyle” “Pigmentum” across network Key Stories Key Product Innovations LP Jeans present “Echoes of Indus” “Permapress SOZO” Q 4 F Y 2 6 A D I T Y A B I R L A L I F E S T Y L E B R A N D S LTD
Slide 17: Key Stories: Velvet Wedding, Crafted Knits
Key Stories Key Product Innovation Enhancing Retail Experience “Velvet Wedding” “Crafted Knits” with launch of new retail identity CRAFTED KNITS PREMIUM FLAT KNIT ACROSS SILHOUETTES & TEXTURES Key Stories Key Product Innovation Heritage Collection “Soft Formal”
Slide 18: Key Stories: Fables of Unicorn, Astro Lite
Key Stories Key Product Innovations Enhancing Retail Experience “Fables of Unicorn” “Astro Lite” Ultra fine wrinkle free shirt Key Stories Key Product Innovations “Black Orchid” “SoftSense”
Slide 19: Emerging Business
EMERGING BUSINESS Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 20: Emerging Business Q1 FY27 Update
Emerging Business Q1 FY27 Update • Overall portfolio revenue grew 19% vs LY • Strong growth across Reebok, Innerwear and American Eagle • Retail LTL growth stood at 11% YoY • Strong E-com performance, growing over 30% YoY • Healthy secondary sales sustained across partners • EBITDA margin expansion
Slide 21: New Launches across Footwear and Apparel
New Launches across footwear Reebok “Multi-Court” New Launches across apparel FLOAT PREMIER Comfilux for Women SIDEWINDER 26
Slide 22: VH Innerwear Retail Store
Regaining winning position in Complete destination for VH Innerwear Retail Store premium Departmental Store Men’s & Women’s innerwear Auto Replenishment system for distributors Direct to Retailers Q 4 F Y 2 6 A D I T Y A B I R L A L I F E S T Y L E B R A N D S LTD
Slide 23: American Eagle Key Stories and Product Pipeline
American Eagle with Ananya Pandey Key Stories Key Product Pipeline Colored Denim Relaxed Oxfords Low rise straight Driving Reach through retail New Campaign
Slide 24: Contents
CONTENTS 01 Market Update 02 Q1 Highlights 03 Performance of Key Portfolios 04 Financials Q 1 F Y 2 7 ADITYA BIRLA LI F E ST YLE BRANDS LTD
Slide 25: ABLBL | P&L Statement
ABLBL | P&L Statement ABLBL Consolidated (In Rs. Cr.) Q1 FY26 Q1 FY27 Revenue from Operations 1841 2046 Other Income 23 18 Total Income 1863 2064 EXPENSES Cost of Materials Consumed 276 299 Purchases of Stock-in-Trade 554 484 Changes in Inventories -141 14 Employee Benefits Expenses 235 249 Finance
Slide 26: Disclaimer
Disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be “forward looking statements” including, but not limited to, those relating to general business plans strategy of Aditya Birla Lifestyle Brands Limited (“ ABLBL”), its future outlook
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