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Earnings Call

Arvind Fashions Earnings Call: Key Takeaways

Arvind Fashions reported strong Q4 FY26 results with 14.8% revenue growth and 19% EBITDA growth, driven by direct-to-consumer channels and premiumization across its core brand portfolio.

Why this was an Alfa AlertNot a filter event. Results are in line with the guided 12-15% revenue growth range.
Highlights
Revenue growth14.8% Y-o-Y in Q4 FY26.
MarginsEBITDA margins expanded by 50 bps Y-o-Y in Q4.
Demand visibilityStable overall demand; strong demand for premium brands.
Management confidenceHigh, focused on direct-to-consumer and premiumization.

Growth

Q4 revenue grew 14.8% to ₹1,365 Cr; EBITDA rose 19% to ₹189 Cr. Full-year FY26 revenue grew 14% to ₹5,266 Cr.

Outlook

Aspiration for 12-15% revenue growth; gross opening of ~150 stores primarily through the FOFO route in FY27.

Risks

Geopolitical conflict in West Asia causing inflationary pressure on raw materials, fuel, and shipping costs.

Source

Earnings Call filed with BSE, 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'.