Arvind Fashions Limited has informed the Exchange about Earnings Call Transcript.
ARVINDFASN · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Arvind Fashions reported strong Q4 FY26 with 14.8% revenue growth (NSV INR1,365 crores) and 19% EBITDA growth with 50-bps margin expansion. Full year revenue grew 14% with PAT up 62% on comparable basis to INR124 crores. ROCE crossed 23%, a multi-year high. Direct-to-consumer channels now account for 56% of sales, up 300 bps YoY, with online B2C growing over 40%. USPA was the standout performer delivering highest-ever growth, while Flying Machine clocked 70% B2C growth with a sharper youth-focused denim positioning. Management guided for mid-double-digit growth in FY27 with 30-40 bps EBITDA margin expansion, driven by premiumization, full-price sell-through improvements, and continued D2C expansion targeting 65% share.
Strong execution with ROCE improvement signals operational leverage. Management's guided margin expansion despite macro uncertainty indicates confidence in structural profitability improvements. D2C strategy shift supports higher margins long-term.