| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 15.5% YoY |
|---|---|
| Margins | Gross margin up 90 bps to 56.7%; lower discounting. |
| Demand visibility | Stable urban consumer demand, especially in casual lifestyle categories. |
| Management confidence | High; confident in sustaining mid-double-digit growth. |
Growth
Revenue grew 15.5% YoY to INR 1,279 Cr; EBITDA reached INR 160 Cr (19.6% growth). Retail LFL growth was 11.6%.
Outlook
Management guides for mid-double-digit revenue growth in FY27 with 30-40 basis points of EBITDA margin expansion.
Risks
West Asia conflict impacting supply lines, raw material costs, and forex; potential for pricing corrections if inflation persists.
Last quarter's promises, checked
Delivered
- Guided mid-double-digit growth → delivered 15.5% (= BEAT)
- Guided 30-40 bps EBITDA expansion → delivered 44 bps (= BEAT)
- Guided 1.5 lakh sq. ft. annual addition → delivered 0.4 lakh in Q1 (= BEAT)
Partly delivered
- Guided USPA/Flying Machine as growth leaders → delivered as primary drivers (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: ARVINDFASN. Summary written with AI assistance from 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
All →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
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.
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
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'.
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.
- Call
- Guides 15% growth
Arvind Fashions Q1 FY27 Results: Net Profit ₹27.6 Cr, Up 10.8% YoY
Arvind Fashions Ltd reported revenue from operations of ₹1,278 Cr (+15.5% YoY) and net profit of ₹27.6 Cr (+10.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹27.6 Cr · +10.8% YoY