| Market Cap | ₹8,605.9 CrRetailing |
|---|---|
| P/E TTM | 48.9Sector 61.76 |
| ROE Annual | 12.11%Sector 10.46% |
| RSI | 37.98Neutral Zone |
| Metric | Q2-27 | Q1-27 | Q2-26 |
|---|---|---|---|
| Revenue from Operations | 2,266 | 2,046 | 2,038 |
| Other Income | 29.8 | 18.5 | 21.1 |
| Total Income | 2,295 | 2,064 | 2,059 |
| Profit Before Tax | 70.4 | 39.2 | 31.1 |
| Net Profit | 53.0 | 29.0 | 23.4 |
| Operating Margin | 3.1% | 1.9% | 1.5% |
| Net Profit QoQ | +82.8% | ||
| Net Profit YoY | +126.5% | ||
| Adj. Profit QoQ | +96.1% | ||
| Adj. Profit YoY | +306.0% | ||
Key highlights
- Net profit after tax increased 126.5% YoY to ₹53.0 crore from ₹23.4 crore
- Consolidated revenue from operations grew 11.2% YoY to reach ₹2,266 crore
- Operating margins expanded to 3.1% in Q2-27 from 1.5% in the year-ago quarter
- Half-year net cash flow from operating activities stood at ₹403.89 crore
- Total consolidated assets reached ₹9,613.83 crore as of September 30, 2026
- Company confirmed the allotment of 31,825 equity shares under ESOP schemes
- Promoter holding remains steady at 46.6% with zero shares pledged
Profitability Surges on Margin Expansion
Aditya Birla Lifestyle Brands Limited demonstrated strong financial growth in the second quarter of FY27, with its bottom line expanding by 126.5% year-on-year. The company reported a net profit of ₹53.0 crore, a substantial rise from the ₹23.4 crore recorded in Q2-26. Revenue from operations climbed to ₹2,266 crore, marking an 11.2% increase compared to the previous year and a 10.75% sequential growth from Q1-27.
This performance was driven by improved operational efficiency, reflected in the operating margins which doubled to 3.1% from the 1.5% seen in the same quarter last year. Total income for the period stood at ₹2,295.42 crore.
Operational Metrics and Financial Position
- Inventory levels stood at ₹2,499.36 crore as of September 30, 2026, up from ₹2,348.53 crore in March
- Employee benefit expenses for the quarter reached ₹238.17 crore on a consolidated basis
- Right-of-use assets, a key component of the retail infrastructure, were valued at ₹1,954.98 crore
- Standalone revenue for the quarter was ₹2,279.70 crore with a net profit of ₹50.16 crore
- Total equity of the company rose to ₹1,432.80 crore from ₹1,412.18 crore in March 2026
- The company operates primarily in a single segment: manufacturing and trading of branded apparel
Strategic Focus and Market Context
The company continues to execute its long-term growth strategy within the specialty retail industry. Management has previously guided for the addition of over 300 gross stores during FY27, aiming for early double-digit retail sales growth. A significant part of this expansion is targeted at Tier-3 and Tier-4 towns, which the company expects will eventually contribute over 20% of total revenues.
Currently, the company holds a market capitalization of ₹8,605.9 crore. While its price-to-earnings (P/E) ratio of 48.9 is above the industry average of 41.7, it remains below the broader sector P/E of 61.76, suggesting a different valuation profile compared to retail peers.
Board Outcome and Statutory Details
The Board of Directors of the Company at its meeting held today i.e., Saturday, October 31, 2026, inter alia has considered and approved the Unaudited Standalone and Consolidated Financial Results along with Limited Review Report for the quarter and half year ended September 30, 2026.
| Date | Announcement | Amount |
|---|---|---|
| 03 Aug 2026 | Management guidance for FY27 retail growth in early double digits and addition of 300+ gross storesSource: apparelresources.com | – |
| 01 Aug 2026 | Q1 FY27 consolidated revenue of Rs 2,046 crore and net profit of Rs 29 croreSource: ablbl.in | ₹2,046.00 Cr |
| 07 May 2026 | Q4 FY26 consolidated revenue of Rs 2,174 crore and net profit of Rs 55 croreSource: NSE filing | ₹2,174.00 Cr |
| 02 Feb 2026 | Q3 FY26 consolidated revenue of Rs 2,343 crore and net profit of Rs 69 croreSource: adityabirla.com | ₹2,343.00 Cr |
| 04 Nov 2025 | Q2 FY26 consolidated revenue of Rs 2,038 crore and net profit of Rs 23 croreSource: ablbl.in | ₹2,038.00 Cr |
| 13 Aug 2025 | Q1 FY26 consolidated revenue of Rs 1,841 crore and net profit of Rs 24 croreSource: ablbl.in | ₹1,841.00 Cr |
What to watch next
- Investor and analyst earnings conference call scheduled for November 2, 2026
- Updates on the guided addition of 300+ gross stores for the full fiscal year 2027
- Progress on scaling Tier-3 and Tier-4 town revenue contribution toward the 20% target
“The Company is primarily engaged in the business of manufacturing and trading of branded apparels (Garments and accessories), which in the terms of Ind AS 108 'Operating Segments', constitutes a single operating and reporting segment.”
| Share price | ₹70.51 |
|---|---|
| Market capitalisation | ₹8,605.90 Cr |
| Revenue (annual) | ₹8,395.81 Cr |
| Net profit (annual) | ₹171.05 Cr |
| Revenue (latest quarter) | ₹2,045.74 Cr-5.91% vs previous quarter |
| Net profit (latest quarter) | ₹29.02 Cr-46.77% vs previous quarter |
| P/E (TTM) | 48.9×Sector 61.76× |
| Promoter holding | 46.6%0.00% QoQ |
| FII holding | 12.29%Current quarter |
Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.
Exchange filing by Aditya Birla Lifestyle Brands Limited announcing its unaudited financial results for the quarter and half year ended September 30, 2026. Market figures from a third-party data provider.
