Aditya Birla Lifestyle Brands Limited (ABLBL) reported a strong operational and financial performance in the third quarter, delivering double-digit revenue growth alongside significant margin expansion, driven by broad-based momentum across retail, e-commerce and wholesale channels.
For the quarter ended Q3 FY ’26, ABLBL recorded revenue of Rs. 2,343 crore (US $ 259 million), marking a 10% year-on-year increase. EBITDA rose 21% to Rs. 431 crore (US $ 47.76 million), while EBITDA margin expanded by 180 basis points to 18.4%, reflecting continued improvement in operating efficiency. Normalised profit after tax stood at Rs. 100 crore (US $ 11.08 million), compared with Rs. 60 crore (US $ 6.65 million) in the same quarter last year, representing a 66% year-on-year increase. On a reported basis, PAT was Rs. 69 crore (US $ 7.64 million), up from Rs. 60 crore (US $ 6.65 million) a year earlier.
For the first nine months of the financial year, revenue reached Rs. 6,222 crore (US $ 689 million), up 6% year-on-year, with EBITDA margin improving by around 100 basis points to 16.9%.
The quarter was marked by strong, broad-based growth across channels. The company delivered its sixth consecutive quarter of positive retail like-to-like (LTL) growth, with LTL sales rising 6% across a network of more than 3,000 stores, building on a strong 13% growth base in the corresponding quarter last year. All emerging brands posted double-digit LTL growth, while both e-commerce and wholesale channels recorded double-digit year-on-year growth during the quarter.
ABLBL also continued to expand its physical retail footprint, adding more than 90 gross stores during Q3. As of the end of the quarter, the company operated 3,315 stores with a total retail area of approximately 4.8 million sq.ft. Gross store additions for the first nine months stood at over 220.
Within the portfolio, the lifestyle brands segment—comprising Louis Philippe, Van Heusen, Allen Solly, Peter England and Simon Carter—reported revenue growth of 9% to Rs. 2,002 crore (US $ 221 million). EBITDA for the segment stood at Rs. 413 crore (US $ 45.77 million), translating into an EBITDA margin of 20.6%, up 90 basis points year-on-year. The segment added more than 70 gross stores during the quarter, marking the start of an accelerated network expansion phase. The company said its brands continued to pursue premiumisation while increasing relevance among younger consumers, with more than half of the store network now offering an expanded casualwear assortment.
The emerging business portfolio, which includes American Eagle, sportswear brand Reebok and the Van Heusen innerwear business, delivered profitable growth during the quarter. Revenue grew 13% year-on-year, or 19% when excluding Forever 21 from the base period. The portfolio posted robust retail LTL growth of 16% in Q3, with EBITDA margin expanding sharply by 790 basis points year-on-year. These brands are now present across more than 375 stores, with over 20 new stores added during the quarter.
The company said the quarter’s performance reflected accelerated growth momentum, supported by strong execution across emerging brands and non-retail channels, alongside an already well-established retail presence. It added that this momentum is expected to continue, driven by ongoing product innovation and faster distribution expansion, positioning the business to deliver sustained long-term value.
