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Investor Presentation

Arvind Fashions Investor Presentation: Key Takeaways

Arvind Fashions reported strong Q1 FY27 results with 15.5% revenue growth and 19.6% EBITDA growth. Strategy focuses on direct-to-consumer expansion and operational efficiency.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth15.5% YoY
MarginsEBITDA margin improved by 44 bps YoY
Demand visibilityStable overall demand environment noted
Management confidenceHigh, 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)
Source

Investor Presentation 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'.