ALFA Finder| Revenue growth | 14.8% YoY for Q4; 14% for FY26. |
|---|---|
| Margins | EBITDA margin up 50bps YoY in Q4; gross margin up 90bps FY26. |
| Demand visibility | Overall demand remains stable; premiumization driving strong demand. |
| Management confidence | High; confident in navigating volatility via cost control and scale. |
Growth
Q4 revenue grew 14.8% to ₹1,365 Cr; FY26 revenue grew 14% to ₹5,266 Cr. Q4 EBITDA margin expanded 50bps.
Outlook
Aspiration for 12-15% revenue growth; ~150 store openings planned via FOFO route; target ROCE and FCF improvements.
Risks
Geopolitical conflict in West Asia causing inflationary pressure, raw material price hikes, and potential rupee volatility.
Earnings Call filed with NSE, NSE: ARVINDFASN. Summary written with AI assistance from the document.
Arvind Fashions Ltd: key numbers
- Share price
- ₹352.35
- Market cap
- ₹4,712 Cr
- Revenue (annual)
- ₹5,266 Cr
- Net profit (annual)
- ₹122.6 Cr
- P/E (TTM)
- 36.1×Sector 48.2×
- Promoter holding
- 35.08%-0.02% QoQ
- FII holding
- 11.92%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Arvind Fashions Ltd
All →Arvind Fashions Earnings Call Transcript: Key Takeaways
Q2 FY27 NSV ₹1,559 Cr (+10%, ~15% adjusted for festive/online shifts), EBITDA ₹216 Cr (+15.5%, +67 bps margin), PAT ₹48 Cr (+29%). Management calls it the highest-ever Q2 revenue and EBITDA.
Arvind Fashions Capital Structure Change
Arvind Fashions disclosed that NCLT Ahmedabad approved writing off Rs. 1,438.79 Cr of securities premium in its wholly owned subsidiary Arvind Lifestyle Brands against accumulated losses. The company says this is an internal capital restructuring with no effect on net worth.
Arvind Fashions Employee Stock Options
Arvind Fashions' board approved its AFL PSU Scheme 2026, covering up to 5,50,000 equity shares for employees. The scheme remains subject to shareholder approval.
Arvind Fashions Acquisition Worth ₹0 Cr
Arvind Fashions will acquire 25% of Arvind Global Capability Center for Rs. 25,000. The related-party deal should complete by November 30, 2026.
- Value
- ₹0.00 Cr
- Execution
- By 30 November 2026
Arvind Fashions Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,559cr (+10%), EBITDA ₹216cr (+15.5%, 13.9% margin), continuing PAT ₹49cr (+29.6%). Direct channels and lower discounting drove gross margin up 136bps.
Arvind Fashions Results Update
Arvind Fashions reported record Q2 FY27 revenue, up 10.0%, and EBITDA up 15.5%. Its press release restates Q2 FY27 results in summary form.