Aditya Birla Lifestyle Brands Limited (ABLBL) reported consolidated revenue of Rs 2,343 crore for the quarter ended December 31, 2025, representing a 10% increase over the same period last year. The company recorded a reported profit after tax of Rs 69 crore, while normalized profit after tax, which excludes one-time regulatory impacts, reached Rs 100 crore. This normalized figure represents a 66% increase compared to the Rs 60 crore reported in the previous year’s third quarter.
Quarterly Financial Overview
EBITDA for the third quarter rose 21% year-over-year to Rs 431 crore. EBITDA margins expanded by 180 basis points to reach 18.4%. Profit before tax (PBT) on a reported basis was Rs 91 crore, while normalized PBT stood at Rs 132 crore, a 59% increase over the prior year.
Full-Year Context
For the first nine months of the fiscal year, consolidated revenue totaled Rs 6,222 crore, a 6% increase over the corresponding period in the previous year. EBITDA margins for the nine-month period expanded by approximately 100 basis points to 16.9%. Directional trends indicate revenue growth and margin expansion over the year-to-date period.
Segment Highlights
• Lifestyle Brands: This segment, which includes Louis Philippe, Van Heusen, Allen Solly, Peter England, and Simon Carter, recorded revenue of Rs 2,002 crore, up 9% year-over-year. Segment EBITDA was Rs 413 crore, resulting in a margin of 20.6%, an increase of 90 basis points.
• Emerging Business: This portfolio, comprising American Eagle, Reebok, and Van Heusen Innerwear, reported a 13% increase in revenue. Excluding Forever 21 from the base quarter, the revenue growth for this segment was 19%. Segment EBITDA margins expanded by 790 basis points year-over-year.
Business & Operations Update
The company expanded its retail footprint by adding more than 90 gross stores during the third quarter. The total network now consists of 3,315 exclusive brand outlets across 4.8 million square feet. In the first nine months of the fiscal year, gross store additions totaled 220. Over 50% of the existing store network has undergone a transition to offer an expanded casualwear assortment. The company also operates through 39,000 multi-brand outlets and 6,500 shop-in-shops.
Strategic Moves & Regulatory Context
Reported financial results for the quarter include the statutory impact of the New Labour Code, which was treated as a one-time exceptional item. The company continues its management of international partnerships, including the Reebok brand, which transitioned to ABLBL in 2022. No new mergers or acquisitions were announced during the reporting period.
Guidance & Outlook
Management indicates that future growth initiatives will center on product innovation and the expansion of the distribution network. Areas to monitor include the scaling of the innerwear and athleisure segments through the Van Heusen brand and the continued premiumization of the core lifestyle labels.
Performance Summary
• Consolidated revenue rose 10% to Rs 2,343 crore.
• Normalized profit after tax increased 66% to Rs 100 crore.
• Lifestyle Brands revenue reached Rs 2,002 crore.
• Emerging business revenue increased 13%. • Total retail network reached 3,315 stores following 90 additions in Q3