ALFA Finder| 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
- ₹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.