Arvind Fashions Limited has informed the Exchange about Investor Presentation
ARVINDFASN · price
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Arvind Fashions reported strong Q4 FY26 results with revenue of ₹1,365 crore, up 14.8% year-on-year, driven by direct channel outperformance including 7.8% retail LTL growth and 42% online B2C growth. EBITDA grew 19% to ₹189 crore with 50 bps margin improvement, while PAT from continuing operations surged 56%. For FY26 full year, revenue reached ₹5,266 crore (14% growth) and EBITDA was ₹705 crore (17% growth) with 40 bps margin expansion. The company added ~30k net sq. ft. in Q4 with EBO count at 1,025 stores. Management flagged geo-political risks from West Asia tensions affecting raw material prices and rupee, though they cited inventory ahead of curve and India-based sourcing as mitigations.
The company demonstrated robust growth with margin expansion driven by operating leverage and better channel mix. However, rising inventory days (102 vs 91) and increased borrowings (₹531 crore vs ₹390 crore) warrant monitoring. The explicit margin expansion guidance and store expansion targets suggest continued focus on profitable growth.