Aditya Birla Lifestyle Brands Limited (ABLBL) reported a robust performance for the third quarter ended December 31, 2025, driven by strong retail growth, improving operating efficiencies and sustained momentum across its emerging brand portfolio.
The company posted a 10% year-on-year increase in revenue, with quarterly revenue rising to Rs 2,343 crore, compared to Rs 2,138 crore in the corresponding period last year. Normalized profit after tax (PAT) surged 66% YoY to Rs 100 crore, supported by margin expansion and operating leverage.
EBITDA for the quarter grew 21% YoY to Rs 431 crore, with EBITDA margins expanding by 180 basis points to 18.4%. Normalized profit before tax (PBT) stood at Rs 132 crore, up 59% YoY, excluding the one-time statutory impact of the new labour code.
For the nine months ended December 2025, ABLBL reported revenue of Rs 6,222 crore, reflecting a 6% YoY growth, while EBITDA margins expanded by nearly 100 basis points to 16.9%, indicating sustained operational improvement.
Retail-led Growth Across Channels
The quarter marked ABLBL’s sixth consecutive quarter of positive retail like-to-like (LTL) growth, with 6% LTL growth across its 3,000+ store network, building on a strong 13% LTL growth in Q3 FY25. All emerging brands posted double-digit LTL growth, while both e-commerce and wholesale channels recorded double-digit YoY growth during the quarter.
The company added over 90 gross stores during Q3, taking its total retail footprint to 3,315 stores spanning approximately 4.8 million sq. ft. Gross store additions for the nine-month period stood at over 220 stores.
Business Performance
Aditya Birla Lifestyle Brands Limited (ABLBL) comprises of –
- Lifestyle brands – Louis Philippe, Van Heusen, Allen Solly, Peter England and Simon Carter
- Emerging Business – American Eagle, Sportswear brand Reebok and Innerwear business under Van Heusen
Lifestyle brands – Q3 revenue grew 9% to reach Rs 2002 crore led by strong multi-channel performance. EBITDA for the business was Rs 413 crore resulting in an EBITDA margin of 20.6%, up 90 bps YoY.
Brands expanded their footprint with 70+ gross store additions in Q3, kickstarting a rapid network expansion phase. Brands continued with their premiumization journey, while further strengthening relevance and adoption amongst younger consumers. Over the past year, the store network has undergone a meaningful transformation, with over 50% of stores now offering an expanded casualwear assortment, enhancing brand relevance and driving higher customer engagement.
Emerging business portfolio delivered profitable growth this quarter. Overall revenue grew by 13%. Without Forever 21 in the base quarter, growth is 19%. Portfolio posted robust retail LTL growth of 16% in Q3 with EBITDA margin expanding 790 bps YoY. These brands are now present across 375+ stores, with 20+ new stores added during the quarter.
Outlook
Commenting on the performance, the company said growth momentum is expected to continue, supported by strong performance across emerging brands, non-retail channels, and ongoing distribution expansion. ABLBL plans to further accelerate product innovation and deepen market penetration across categories.
With a diversified portfolio, deep consumer insights and experienced leadership, the company believes it is well-positioned to deliver sustained long-term value.
