Earnings Call Transcript for the Investors Conference Call held on May 7, 2026.
ARVINDFASN · price
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Arvind Fashions reported strong Q4 FY26 results with 14.8% revenue growth to INR 1,365 crores and full-year growth of 14%. EBITDA grew 19% with 50 bps margin expansion in Q4, while PAT grew 56% in Q4 and 62% in FY26 on comparable basis. ROCE crossed 23%, a multi-year high. The company achieved 7.8% retail LTL growth and over 40% growth in online B2C channel. D2C now accounts for 56% of sales, up 300 bps YoY. USPA was the standout performer delivering highest-ever growth, while Flying Machine showed strong double-digit LTL with 70% B2C growth after repositioning as a unisex denim-anchored youth brand. Management guided for mid-double-digit revenue growth and 30-40 bps EBITDA margin expansion for FY27.
The strong execution with margin expansion and multi-year high ROCE indicates improving operational efficiency. Management's confident FY27 guidance despite macro uncertainty signals solid growth prospects, though the stock may face volatility if commodity pressures intensify.