Aditya Birla Lifestyle Brands Limited (ABLBL) has released its Integrated Annual Report for FY 2025-26, marking the completion of its first full year of operations as an independent listed entity following the demerger of the Madura Fashion & Lifestyle business from Aditya Birla Fashion and Retail Limited, effective May 1, 2025. The company's equity shares were listed on BSE Limited and the National Stock Exchange of India Limited on June 23, 2025.

FY26 Financial Performance

The company delivered consolidated revenue from operations of ₹8,395.81 crore for FY 2025-26, representing 7% growth over the previous year's ₹7,829.96 crore. Profitability outpaced revenue growth across all key metrics.

On a standalone basis, the company reported revenue of ₹8,373.14 crore (previous year: ₹7,829.73 crore), standalone EBITDA of ₹1,372.46 crore, and standalone EBITDA margin of 16.39% (previous year: 16.20%). Standalone Profit After Tax was ₹134.60 crore (previous year: ₹69.00 crore).

The Board of Directors recommended a first dividend of ₹0.50 per equity share of face value ₹10 each for FY 2025-26, subject to approval at the 2nd Annual General Meeting scheduled for August 19, 2026.

Lifestyle Brands: Core Portfolio Performance

The Lifestyle Brands portfolio — comprising Louis Philippe, Van Heusen, Allen Solly, Peter England, and Simon Carter — remained the primary driver of revenue and profitability.

Each of the key lifestyle brands has crossed the ₹1,000 crore revenue milestone, with two brands having exceeded ₹2,000 crore. More than 175 Lifestyle Brand stores were revamped during FY26.

Emerging Brands: Improving Trajectory

The Emerging Brands portfolio — comprising Reebok, American Eagle, and Van Heusen Innerwear — continued to strengthen its growth trajectory, with EBITDA margin expanding 370 basis points during the year.

• Reebok added over 50 new stores during FY26, taking its network to more than 210 stores, and delivered double-digit retail like-to-like growth.
• Van Heusen Innerwear recorded retail like-to-like growth of over 30%, with losses reducing meaningfully. The brand is present across 38,000 outlets and operates a network of over 100 stores.
• American Eagle expanded its retail footprint with the addition of over 10 stores, taking its network to 70+ stores.

Distribution Network and Digital Capabilities

Aditya Birla Lifestyle Brands operates one of India's largest branded fashion distribution networks, with a retail footprint exceeding 4.9 million square feet as on March 31, 2026, compared to 4.6 million square feet in the previous year.

E-commerce delivered revenue of over ₹1,000 crore during the year. The company added over 300 stores (gross) during FY26.

Credit Rating and Capital Structure

CRISIL Ratings assigned a CRISIL AA+/Stable rating to the company's proposed ₹500 crore non-convertible debentures and reaffirmed its CRISIL AA+/Stable rating on bank facilities, along with a CRISIL A1+ rating on its ₹1,000 crore commercial paper programme. Net debt as on March 31, 2026 stood at ₹726 crore, with a Debt:Equity ratio of 0.40.

Manufacturing and Sustainability

The company operates 11 manufacturing facilities, primarily across southern and eastern India, with an annual production capacity exceeding 30 million units and a manufacturing workforce of over 16,000 associates. During FY26, a record monthly dispatch volume of 27.12 lakh garments was achieved, and eight manufacturing units achieved more than 80% efficiency.

Key sustainability highlights for FY 2025-26 include:

• Renewable Energy Consumption: 69.11% of total energy
• Wastewater Recycled: 72%
• Rainwater Harvested: ~93,000 KL
• Products with at least one Sustainability Attribute: 93%
• Workplace Fatalities: Zero
• Emissions Avoided: 2,150 tCO₂e
• CSR Spend: ₹2.29 crore, reaching 1,88,516 lives

The company's ReEarth Sustainability 3.0 programme is anchored on five strategic themes: Sustainable Brands, Product Stewardship, Net Zero & Decarbonisation, Health, Safety & Well-being, and Social Impact. Science-based targets commit to a 54.6% absolute reduction in Scope 1 and 2 GHG emissions by FY 2032-33 against the FY 2022-23 baseline.

Annual General Meeting

The 2nd Annual General Meeting of Aditya Birla Lifestyle Brands Limited is scheduled to be held on Wednesday, August 19, 2026, at 3:30 p.m. IST through Video Conferencing/Other Audio-Visual Means. The record date for dividend entitlement has been fixed as Friday, August 7, 2026.

Aditya Birla Lifestyle Brands will convene its second Annual General Meeting on Wednesday, August 19, 2026, at 3:30 p.m. IST, conducted entirely through Video Conferencing or Other Audio-Visual Means. The meeting aims to transact business as outlined in the notice, including the approval of financial results and dividends for FY25. This virtual format ensures broad shareholder participation while complying with regulatory mandates.

The Board of Directors, in a meeting held on May 7, 2026, recommended a dividend of ₹0.50 per equity share with a face value of ₹10 each. Additionally, an 8% dividend was recommended on Non-Cumulative Non-Convertible Redeemable Preference Shares for the financial year ended March 31, 2026. These recommendations are subject to final approval by shareholders at the upcoming AGM.

To determine eligibility for the dividend, the company has fixed Friday, August 7, 2026, as the record date. Beneficial owners as per the lists furnished by National Securities Depository Limited and Central Depository Services (India) Limited, as well as members in physical form registered with MUFG Intime India Private Limited, will be considered. If approved, the dividend will be paid on or before Thursday, September 17, 2026, exclusively through normal banking channels.

Shareholders must ensure their contact details are updated to receive the Integrated Annual Report and AGM notice electronically. Those holding shares in physical mode must submit Form ISR-1 with self-attested PAN and cancelled cheque details to the registered office or RTA. Demat holders should update details with their respective Depository Participants. The annual report will also be accessible on the company website and stock exchange portals.

Key Dates and Details

What the Numbers Show

The recommendation of a ₹0.50 dividend per equity share signals management's confidence in cash flow generation during FY25. With the record date set less than two weeks before the AGM, shareholders have a clear window to verify holdings. The exclusive use of banking channels for dividend payment underscores the company’s push toward digital transparency and compliance with tax deduction at source regulations under the Income-tax Act, 2025.