ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 15.5% YoY |
|---|---|
| Margins | EBITDA margin improved by 44 bps YoY |
| Demand visibility | Stable overall demand environment noted |
| Management confidence | High, focused on premiumization and direct channels |
Growth
Revenue grew 15.5% YoY to ₹1,279 Cr. EBITDA excl. other income rose 19.6% to ₹160 Cr.
Outlook
Aspiration for 12-15% revenue growth in FY27. Plans to open ~150 stores primarily through the FOFO route.
Risks
West Asia conflict, inflationary pressures from fuel/raw materials, and potential Rupee volatility.
Last quarter's promises, checked
Delivered
- Guided mid-double-digit growth → delivered 15.5% Revenue (= BEAT)
- Guided 30-40 bps EBITDA expansion → delivered 44 bps (= BEAT)
- Guided mid-double-digit retail growth → delivered 14% overall retail (= BEAT)
Partly delivered
- Guided 1.5 lakh sq ft expansion → progress not quantified in Q1 (= PARTIAL)
Investor Presentation filed with BSE, 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.