Arvind Fashions Ltd. · NSE:ARVINDFASN
Arvind Fashions — Q2 FY26 Earnings Presentation
27 slides from Arvind Fashions's earnings presentation, Nov 3, 2025
Slide 1: Exchange filing cover letter for investor presentation
November 3, 2025 To, To, BSE Limited National Stock Exchange of India Ltd. Listing Dept. / Dept. of Corporate Services Listing Dept., Exchange Plaza, 5th Floor Phiroze Jeejeebhoy Towers Plot No. C/1, G. Block Dalal Street Bandra-Kurla Complex Mumbai - 400 001 Bandra (E) Mumbai - 400 051 Security Cod
Slide 2: Q2 FY26 Results Presentation
Q2 FY26 RESULTS PRESENTATION Nov | 2025 Q2 FY26 RESULTS
Slide 3: Disclaimer
DISCLAIMER This document by Arvind Fashions Limited (‘the Company’) contains forward-looking statements that represent our beliefs, projections and predictions about future events or our future performance. These forward-looking statements are necessarily subjective and involve known and unknown ris
Slide 4: Agenda
AGENDA 01 02 03 Q2 FY26 Performance Q2 FY26 Results Way Forward Highlights Q2 FY26 RESULTS 3
Slide 5: Q2 FY26 Performance Highlights
Q2 FY26 PERFORMANCE HIGHLIGHTS Q2 FY26 RESULTS 4
Slide 6: Market & Economy Update
MARKET & ECONOMY UPDATE Demand trends remain stable. Govt efforts yet to have a meaningful impact Strong wedding season, GST reforms & easing inflationary pressures likely to boost consumption Stronger brands continue to drive higher market share Growing appetite for premiumization; Aspiration drive
Slide 7: FY26 Objectives – What We Have Set For Ourselves
FY26 OBJECTIVES – WHAT WE HAVE SET FOR OURSELVES Objectives • Aspiration to grow revenues at 12-15% with acceleration in adjacent categories growth Sales & Profitability • Operating leverage to aid EBITDA & PAT margins expansion Improve brand salience • Continued investments in advertisement to driv
Slide 8: Q2 FY26 Business Highlights
SALES GROWTH DRIVERS Q2 FY26 BUSINESS Strong revenue growth at 11.3% Y-o-Y, driven by direct channel Retail LTL of 8.3%; aided by superior execution HIGHLIGHTS Gross addition of 24 EBOs; net sq. ft. at ~12.67L Adjacent categories witnessed 20%+ growth performance PROFITABILITY WORKING CAPITAL CHANNE
Slide 9: Strong Sales Growth Across Channels
STRONG SALES GROWTH ACROSS CHANNELS Sales ( ₹ in crores) • Strong revenue growth of 11.3%, aided by growth 1418 across direct channels • Direct channels continued their outperformance o Superior execution in retail drove strong LTL of 8.3% resulting in ~14% growth along with reduction in discounting
Slide 10: Leading to Continued Profitability Improvement
LEADING TO CONTINUED PROFITABILITY IMPROVEMENT EBITDA ( ₹ in crores) PBT and PAT * ( ₹ in crores) 200 87 +18.2% 67 170 38 30 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 PBT PAT* * For continuing business Improvement in EBITDA margins by 80 bps Y-o-Y, PBT growth of 31% & PAT* growth of 27% Q2 FY26 RESULTS 9
Slide 11: Channel Mix
CHANNEL MIX Q2 FY25 Q2 FY26 20% 22% 37% 38% 12% 8% 33% 30% Wholesale (MBO + Dept. Stores) Retail Online B2C Online B2B and others Q2 FY26 RESULTS 10
Slide 12: Continue to Open Marquee EBOs
CONTINUE TO OPEN MARQUEE EBOs Oberoi Mall – Borivali, Mumbai Q2 FY26 RESULTS 11
Slide 13: Continue to Open Marquee EBOs
CONTINUE TO OPEN MARQUEE EBOs Oberoi Mall – Borivali, Mumbai Q2 FY26 RESULTS 12
Slide 14: Continue to Open Marquee EBOs
CONTINUE TO OPEN MARQUEE EBOs Club A – Ludhiana, Punjab Q2 FY26 RESULTS 13
Slide 15: Brand Highlights
Q2 FY26 PERFORMANCE HIGHLIGHTS BRAND HIGHLIGHTS
Slide 16: Brand Highlights
Brand Highlights • Continued investments in marketing yielding huge momentum for the brand, helping deliver extremely strong growth during Q2 across channels • Fueled by early festive season, direct channels strategy continue to outperform; share of revenue increasing • Opened various marquee and la
Slide 17: Brand Highlights
Brand Highlights • New celeb campaign launched featuring actors Vedang Raina & Khushi Kapoor • Strong direct channel performance • Product innovation continue to be at the heart of brand journey, e.g., Auto Press with FLX and 4.0 • Arrow sports continues to deliver robust performance • Focus on acce
Slide 18: Brand Highlights
Brand Highlights • Delivered strong LTL in retail channel and curation of specific lines for department stores leading to healthy growth • Well positioned to improve financial performance backed by growth & operating leverage over coming quarters Q2 FY26 RESULTS 17
Slide 19: Brand Highlights
Brand Highlights • Strong brand pull for this market leader, coupled with favorable tailwinds around premiumization continue to aid brand performance • Focus on expanding retail & online presence through innovative retail formats Q2 FY26 RESULTS 18
Slide 20: Brand Highlights
Brand Highlights • Direct channel growth fueled by early festive season • Premiumization trend helping brand deliver industry leading sell-thru’s • Continue to deliver strong financial performance despite challenging demand environment Q2 FY26 RESULTS 19
Slide 21: Q2 FY26 Results
Q2 FY26 RESULTS Q2 FY26 RESULTS 20
Slide 22: Q2 FY26 - Performance Snapshot
Q2 FY26 - PERFORMANCE SNAPSHOT ( ₹ in crores) Q2 FY26 Q2 FY25 Revenue from Operations 1418 1273 Other Income 13 7 Total Income 1431 1280 EBITDA 200 170 PBT 87 67 Taxes 31 21 Minority Interest 19 15 PAT 38 30 Profit/(loss) from discontinued operations (0) 0 Reported PAT 37 30 Q2 FY26 RESULTS 21
Slide 23: H1 FY26 - Performance Snapshot
H1 FY26 - PERFORMANCE SNAPSHOT ( ₹ in crores) H1 FY26 H1 FY25 Revenue from Operations 2525 2228 Other Income 27 15 Total Income 2552 2243 EBITDA 348 292 PBT 126 90 Taxes 45 31 Minority Interest 31 28 PAT 51 31 Profit/(loss) from discontinued operations (1) 0 Reported PAT 50 31 Q2 FY26 RESULTS 22
Slide 24: Efficient Working Capital Management
EFFICIENT WORKING CAPITAL MANAGEMENT ( ₹ in crores) Sept’25 Sept’24 Mar’25 Inventory 1492 1163 1259 Inventory days 96 89 91 Receivables 936 815 729 Debtor days 56 53 54 GWC 2428 1978 1289 GWC days 152 141 146 Payables 1467 1189 1172 Creditor days 91 82 87 NWC 961 789 817 NWC days 60 60 58 Note for d
Slide 25: Way Forward
WAY FORWARD Q2 FY26 RESULTS 24
Slide 26: Way Forward
WAY FORWARD AFL Positive demand environment & Focus on profitability Acceleration in retail network investment in growth drivers improvement led by operating expansion across brands through likely to continue & deliver leverage and better channel mix asset light approach double digit revenue growth
Slide 27: Thank You
ALVIND £ASHIONS THANK YOU