Arvind Fashions Limited has informed the Exchange about Transcript
ARVINDFASN · price
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Arvind Fashions reported a strong Q1 FY26 with Net Sales Value (NSV) up 16% YoY to Rs. 1,107 crores and EBITDA up 20% to Rs. 148 crores, despite spending 140 basis points more on advertising. Profit after tax jumped to Rs. 13 crores from Rs. 1 crore a year ago, with PBT growth of nearly 65% and gross margin improving 60 bps to ~56%. Direct channels (retail + online B2C) now contribute nearly 60% of revenue, with retail growing 15% (8.1% like-to-like) and online B2C growing over 30%. U.S. Polo Association grew 20%+ while Tommy Hilfiger and Calvin Klein delivered double-digit growth, and adjacent categories like womenswear (+50%), kidswear (+30%) and innerwear continued to scale. Management reiterated medium-term revenue growth guidance of 12-15% and indicated EBITDA margins could improve 50-60 bps in FY26. The company also announced that Amisha Jain (ex-Levi's) will take over as new MD & CEO on August 13, 2025, replacing Shailesh Chaturvedi.
The strong print reinforces confidence in the direct-channel pivot and brand portfolio strategy, and supports the stock's positive momentum. However, the leadership transition at a high-growth point introduces some near-term execution risk that investors will watch closely. Margin expansion and continued debt reduction (net debt at ~Rs. 225 crores) remain the key medium-term positives.