Aditya Birla Lifestyle Brands Limited · NSE:ABLBL
Aditya Birla Lifestyle Brands — Q2 FY2026 Earnings Presentation
28 slides from Aditya Birla Lifestyle Brands's earnings presentation, Nov 4, 2025
Slide 1: Exchange filing letter: Investor Presentation of the Board Meeting
November 4, 2025 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 Disclos
Slide 2: Q2FY26 Performance Highlights
Q2FY26 Performance Highlights
Slide 3: Contents
CONTENTS 01 Market Update 02 Q2 & H1 Highlights 03 Performance of Key Portfolios 04 Financials Q 2 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD
Slide 4: Market Update
The Imbachi x Peter England Market Update Underlyingdemand Underlying demand EarlyApparel festive offsets demand aided by remained sluggish weak wedding calendar remained sluggish early festive momentum ▪ Cautious consumer ▪ Partial festive shift to Q2 ▪ Cautious consumer sentiment persistssentiment
Slide 5: Contents
CONTENTS 01 Market Update 02 Q2 & H1 Highlights 03 Performance of Key Portfolios 04 Financials Q 2 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD
Slide 6: ABLBL Network
ABLBL Network 14 13 3256* 785+ 15 98 120 76 114 3 7 Brand Stores Cities & Towns presence 147 410 7 32 128 3 7 560+ 190+ 124 103 85 93 8 4 Small Town stores No. of Malls presence 20 60 398 149 Footprint (million sq. ft.) 4.7 6 347 99 6 Sept’25 231 318 *Includes value stores and 11 international store
Slide 7: Q2 Highlights
Q2 HIGHLIGHTS 5th consecutive quarter of Consistent and profitable strong retail L2L growth ▪ Focused retail execution driving LTLs ▪ EBITDA grew 12% vs LY ▪ ABLBL Q2 LTL at 12% on a base ▪ Margin at 16.6%, up 125 bps YoY of 3000+ stores ▪ Lifestyle brands up 80 bps ▪ Overall growth at 4% YoY ▪ Emer
Slide 8: ABLBL Highlights | Q2
ABLBL HIGHLIGHTS | Q2 ABLBL Consolidated (In Rs. Cr.) Q2 FY25 Q2 FY26 Growth (Vs. LY) Revenue 1965 2038 4% ▪ Revenue up by 4% EBITDA 301 338 12% ▪ EBITDA grew 12% YoY EBITDA Margin 15.3% 16.6% ▪ Margin up 125 bps led by EBIT 127 129 gross margin improvement PBT (before exceptional) 18 31 Exceptional
Slide 9: ABLBL Segmental | Q2
ABLBL SEGMENTAL | Q2 Revenue Growth EBITDA EBITDA% Consolidated Financials (Rs. Cr.) Vs Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 FY25 Lifestyle Brands1,2 1644 1754 7% 304 338 18.5% 19.3% Emerging Business2 326 292 -10% 1 4 0.2% 1.5% Elimination -5 -8 -3 -5 ABLBL 1965 2038 4% 301 338 15.3% 16.
Slide 10: ABLBL Highlights | H1
ABLBL HIGHLIGHTS | H1 ABLBL Consolidated (In Rs. Cr.) Growth H 1 FY25 H 1 FY26 (Vs. LY) Revenue 3749 3878 3% ▪ Revenue up 3% vs LY EBITDA 584 624 7% ▪ EBITDA grew 7% YoY EBITDA Margin 15.6% 16.1% ▪ Margin up 50 bps despite higher EBIT 243 242 advertising spends (120 bps vs LY) PBT (before exceptiona
Slide 11: ABLBL Segmental | H1
ABLBL SEGMENTAL | H1 Revenue Growth EBITDA EBITDA% Consolidated Financials (Rs. Cr.) Vs H 1 FY25 H 1 FY26 H 1 FY25 H1 FY26 H 1 FY25 H 1 FY26 FY25 Lifestyle Brands1,2 3121 3324 7% 586 623 18.8% 18.7% Emerging Business2 640 571 -11% 5 10 0.7% 1.7% Elimination -11 -16 -6 -9 ABLBL 3749 3878 3% 584 624 1
Slide 12: Contents
CONTENTS 01 Market Update 02 Q2 & H1 Highlights 03 Performance of Key Portfolios 04 Financials Q 2 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD
Slide 13: Lifestyle Brands
LIFESTYLE BRANDS Q 2 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD
Slide 14: Q2 Highlights
Q2 HIGHLIGHTS ▪ Revenue at Rs. 1754 Cr, growth of 7% vs LY ▪ Robust double digit LTL across all brands ▪ Overall LTL at 12% on 2500+ network reflecting leadership of its brand franchise ▪ 5th consecutive quarter of strong positive LTL ▪ Small-town business delivers 2nd consecutive quarter of double-
Slide 15: Lifestyle Brands Q2 Channel-wise Revenue
LIFESTYLE BRANDS Q2 Channel-wise Revenue (in Rs. Cr.) Q2 FY25 Q2 FY26 vs. LY Retail* 924 1003 8% Wholesale 412 419 2% E-commerce* 258 259 0% Others* 50 73 45% ▪ Robust retail performance sustained through the quarter; LTL growth at 12% ▪ Reflects strong underlying brand momentum ▪ Small town revival
Slide 16: Enhancing retail experience
Collabs to dominate the western women “Elvis Lives” campaign across all platforms Apparel space Enhancing retail experience 20+ stores opened and 30+ renovated in H1 FY26 TAAPSEE PANNU X Click on the image to see the campaign
Slide 17: Integrated Wings of Glory campaign; Sania Mirza brand ambassador
Integrated “Wings of Glory” camping Sania Mirza: New Brand Ambassador for Focus on larger stores and deeper retail across platforms Allen Solly Handbags presence A person holding a black purse AI-generated content may be incorrect. 25+ stores opened and 20+ renovated in H1 FY26 Click on the image to
Slide 18: 3600 GTM rollout; Building flagship stores in every market
3600 GTM rollout Celebrating Festival in Style Building Flagship stores in every market 20+ stores opened and 25+ renovated in H1 FY26 Click on the image to see the campaign X The Imbachi x Peter England
Slide 19: Strong casual-led GTMs aligned to consumer demand
Strong casual-led GTMs aligned to Focus on larger stores and deeper retail Trend-driven product launches consumer demand presence 20+ stores opened and 20+ stores renovated in H1 FY26 Biggest Mall store (~6000 Sqft) for the brand, opened in Phoenix, Pune
Slide 20: Emerging Business
Emerging Business Q 2 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD
Slide 21: Emerging business
Emerging business ▪ Operating on a profitable & scalable model ▪ Focus on driving profitable growth ▪ Sustained profitable growth momentum ▪ Offline expansion on track ▪ Continued reduction in YoY losses ▪ Presence across 68 stores and ~250 shop- in-shops in leading department & MBO ▪ 15 new stores
Slide 22: Launch of Small-Town Format; Key Products launched; Making India Fitter
Launch of Small-Town Format Key Products launched Making India Fitter 2 Stores Launched in Gaya & Darbhanga Impactful products across Running Shoes, REEBOK x DREAM RUNNERS HALF MARATHON Walking Shoes, & Apparels Participation: 5000+ Runners
Slide 23: American Eagle x Sydney Sweeney; Celebrating 7 years of AE in India
American Eagle x Sydney Sweeny Celebrating 7 years of AE in India
Slide 24: Building strong retail model; Wholesale channel growth initiatives
Building strong retail model with higher Multiple initiatives in Place to drive Key products Launched throughputs & enhancing network health Wholesale Channel’s Growth
Slide 25: Contents
CONTENTS 01 Market Update 02 Q2 & H1 Highlights 03 Performance of Key Portfolios 04 Financials Q 2 F Y 2 6 ADITYA BIRLA LIFESTYLE BRANDS LTD
Slide 26: ABLBL | P&L Statement
ABLBL | P&L Statement ABLBL Consolidated (Rs. Cr.) Q2 FY25 Q2 FY26 Revenue from Operations 1965 2038 Other Income 20 21 Total Income 1985 2059 EXPENSES Cost of Materials Consumed 236 266 Purchases of Stock-in-Trade 514 725 Changes in Inventories 106 -129 Employee Benefits Expenses 229 220 Finance Co
Slide 27: ABLBL | Balance Sheet
ABLBL | Balance Sheet ABLBL Consolidated (Rs. Cr.) Mar-25 Sep-25 Net worth 1277 1310 Net Debt 781 993 Lease Liability 1980 2221 Capital Employed 4038 4524 Net Block (incl. CWIP) 1141 1156 Goodwill 628 628 Right to Use Assets 1524 1784 Deferred Tax Assets 130 131 Net Working Capital 615 826 Capital E
Slide 28: 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
Aditya Birla Lifestyle Brands — Q2 FY2026 Earnings Presentation on 6ix