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Earnings Call

Arvind Fashions Earnings Call: Key Takeaways

Arvind Fashions reported strong Q4 FY26 performance with 14.8% revenue growth and 19% EBITDA growth, driven by direct-to-consumer channels and premiumization.

Why this was an Alfa AlertNot a filter event. Results are in line with aspirations; no explicit guidance beat over 5% confirmed by management.
Highlights
Revenue growth14.8% YoY for Q4; 14% for FY26.
MarginsEBITDA margin up 50bps YoY in Q4; gross margin up 90bps FY26.
Demand visibilityOverall demand remains stable; premiumization driving strong demand.
Management confidenceHigh; 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.

Source

Earnings Call filed with NSE, NSE: ARVINDFASN. Summary written with AI assistance from the document.

Read the document ↗

Arvind Fashions Ltd: key numbers

Share price
₹417.20
Market cap
₹5,579 Cr
Revenue (annual)
₹5,266 Cr
Net profit (annual)
₹122.6 Cr
P/E (TTM)
46.7×Sector 55.7×
Promoter holding
35.10%+0.00% QoQ
FII holding
12.15%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Arvind Fashions Ltd

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18:01 IST BSE
Employee Stock Options

Arvind Fashions Employee Stock Options

AFL ESOP Trust acquired 32,500 equity shares of Arvind Fashions Ltd worth ₹0.75 Crore via ESOP route. This transaction increases their holding to 0.15%.

Value
₹0.75 Cr
17:55 IST BSE
Employee Stock Options

Arvind Fashions Employee Stock Options

Arvind Fashions Limited allotted 32,500 equity shares (face value ₹4) to the AFL ESOP Trust following the exercise of vested employee stock options.

18:23 IST BSE
Promoter Selling

Arvind Fashions Promoter Selling: ₹2.25 Cr

Immediate relative Darshil Jayesh Shah sold 50,000 shares of Arvind Fashions Ltd worth ₹2.25 Crore via market sale on the NSE.

Value
₹2.25 Cr
16:12 IST BSE
Other Announcement

Arvind Fashions Other Announcement

Arvind Fashions Limited received an ESG rating of 'Crisil ESG 61' from CRISIL, with its category upgraded from 'Adequate' to 'Strong'.