Aditya Birla Lifestyle Brands Ltd (ABLBL) — concall transcript | 30 June 2026

Aditya Birla Lifestyle Brands reported 11% YoY revenue growth to Rs. 2,046 crores in Q1 FY27, with EBITDA up 14% to Rs. 327 crores and PAT rising 21% to Rs. 29 crores. Management highlighted premiumization driving growth, strong e-commerce expansion (23% YoY), and plans to add over 300 gross stores this year, targeting 150-200 net additions. Small-town stores now contribute 15-16% of retail revenue and are expected to exceed 20% in 3-5 years. Gross margin pressure is attributed to channel mix and provisioning, not raw material costs, and inflation remains monitored but not yet impacting demand. The company maintains disciplined pricing and margin focus amid cautious consumer environment.