ALFA Finder| Revenue growth | NSV +10% YoY; ~15% adjusted for festive/online shift. |
|---|---|
| Margins | GM +136 bps, EBITDA +67 bps; cost inflation ~5% ahead. |
| Demand visibility | Pujo/Diwali tracking high double-digit LTL; festive offtake encouraging. |
| Management confidence | Confident but hedged; macro watchfulness, Arrow in transition. |
Growth
NSV +10% (~15% adjusted); EBITDA +15.5%; gross margin +136 bps, roughly 50-50 from cost and channel/discount gains.
Outlook
H2 FCF of ₹150-175 Cr targeted, mainly for debt paydown; net debt/EBITDA guided below 1x.
Risks
GM tailwind fades as costlier inventory lands (~5% cost inflation); Arrow stock up ~₹50 Cr on ~1% sales growth.
Last quarter's promises, checked
Delivered
- EBITDA margin +30-40 bps balance FY27 → +67 bps Q2 (= BEAT)
Partly delivered
- Revenue growth 12-15% FY27 → NSV +10% reported, ~15% adjusted (= 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 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.
Arvind Fashions Q2 FY27 Results: Net Profit ₹67.2 Cr, Up 19.1% YoY
Arvind Fashions Ltd reported revenue from operations of ₹1,559 Cr (+10.0% YoY) and net profit of ₹67.2 Cr (+19.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹67.2 Cr · +19.1% YoY