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Investor Presentation

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.

Highlights
Revenue growth10% YoY; retail LTL 7.3%, 10% festive-adjusted
MarginsEBITDA margin 13.9%, up 67bps; gross margin up 136bps
Demand visibilityOverall demand steady despite festive shift

Growth

Revenue +10% YoY; retail LTL 7.3% (10% festive-adjusted); online B2C +28%. Wholesale grew mid-single digit.

Outlook

FY27 aspiration: 12-15% revenue growth, operating leverage for margin expansion, ~150 gross store openings, direct channel share up 100-200bps.

Risks

West Asia conflict, El Niño, and repo rate changes create inflationary pressure. Festive shift distorted quarterly LTL. Borrowings rose to ₹690cr.

Last quarter's promises, checked

Delivered

  • EBITDA margin expansion 30-40bps guided → +67bps (= BEAT)

Partly delivered

  • Inventory and receivables to offset (NWC stable) → NWC days stable at 65, no Q1 baseline disclosed (= PARTIAL)

Missed

  • Mid-double-digit revenue growth guided for balance of FY27 → +10% YoY (= MISS)
Source

Investor Presentation filed with NSE, NSE: ARVINDFASN. Summary written with AI assistance from the document.

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Arvind Fashions Ltd: key numbers

Share price
₹364.55
Market cap
₹4,875 Cr
Revenue (annual)
₹5,266 Cr
Net profit (annual)
₹122.6 Cr
P/E (TTM)
40.8×Sector 50.0×
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.

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