Arvind Fashions Limited has informed the Exchange about Investor Presentation
ARVINDFASN · price
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Arvind Fashions reported Q4 FY25 revenue of ₹1,189 crores, up ~9% year-on-year, with EBITDA growing ~15% to ₹170 crores and margins expanding by ~80 bps on better channel mix and lower discounting. For full-year FY25, revenue grew 8.5% to ₹4,620 crores while EBITDA rose 17% to ₹637 crores, with margins improving 100 bps to 13.8%. Reported PAT appears negative due to a ₹120 crore non-cash exceptional deferred tax charge from a subsidiary shifting to the lower tax regime (~25% from ~35%); excluding this, FY25 PAT grew over 70% to ₹85 crores. The company opened 120 stores (EBO count at 977), achieved ROCE above 20%, reduced gross debt by ₹76 crores, and maintained stable working capital at 58 days. Retail like-to-like growth was 5.2% in Q4 and the online B2C channel grew over 20%.
Strong operational performance with margin expansion and double-digit EBITDA growth is positive for shareholders, though headline PAT looks weak due to a one-time non-cash tax adjustment that will actually benefit future earnings through ~10% tax savings and 150-200 bps ROCE accretion. The debt reduction, store expansion, and lower-tax-regime shift signal a focus on sustained profitability and shareholder value.