Aditya Birla Lifestyle Brands Ltd delivered a robust performance in the December quarter, reporting steady top line growth alongside a sharp improvement in profitability, backed by traction across physical retail, online sales and wholesale channels.
For Q3 FY26, the company’s revenue rose 10 percent year on year to Rs 2,343 crore, up from Rs 2,138 crore in the same quarter last year. Operating performance strengthened meaningfully, with EBITDA increasing 21 percent to Rs 431 crore. This translated into an EBITDA margin of 18.4 percent, an expansion of 180 basis points, as better operating leverage and cost discipline kicked in. Normalised profit after tax jumped 66 percent to Rs 100 crore, while reported PAT stood at Rs 69 crore.
The company recorded its sixth consecutive quarter of positive like to like growth in retail, with comparable store sales rising 6 percent across a network of more than 3,000 outlets. Online and wholesale businesses also posted double digit growth, adding further depth to overall revenue momentum. Emerging labels continued to grow faster than the core portfolio.
Within the portfolio, established lifestyle brands such as Louis Philippe, Van Heusen, Allen Solly and Peter England together posted 9 percent revenue growth to Rs 2,002 crore. EBITDA margins in this segment improved to 20.6 percent, supported by better sell through and a richer product mix. The emerging brands business grew 13 percent year on year, helped by strong traction in American Eagle, Reebok and the innerwear category, with margins expanding sharply.
During the quarter, the company added more than 90 new stores, taking its retail network to 3,315 stores covering nearly 4.8 million square feet. Management indicated that demand trends remain stable, with growth expected to be supported by new launches, premium offerings and faster store expansion in the coming quarters.
