Arvind Fashions Ltd. · NSE:ARVINDFASN
Arvind Fashions — Investor Presentation (December 2022)
11 slides from Arvind Fashions's investor presentation, December 2022
Slide 1: Arvind Fashions Limited Investor Conference
December, 2022 www.arvindfashions.com Arvind Fashions Limited Investor Conference www.arvindfashions.com 1
Slide 2: Arvind Fashions brand portfolio
FLYING A> FH MACHINE US. POLO ASSN. ARROW ck a SEPHORA : HILFIGER Calvin Klein ARVIND FASHIONS
Slide 3: AFL Strengths
AFL Strengths A lifestyle platform with immense brands and distribution strengths; strong potential to add high growth adjacencies Strong Brand Portfolio Lifestyle platform Multi channel with leadership with presence across distribution network positions categories with wide reach Leadership in omni
Slide 4: Resilience & Resurgence during COVID: Business Reset Initiatives Undertaken
Resilience & Resurgence during COVID : Business Reset Initiatives Undertaken Cost Control and 1. Portfolio 2. Working Capital 3. improvement in Rationalization Optimization productivity Underperforming Re-capitalisation of 4. 5. brands – Turnaround the business or Exit 4
Slide 5: The Journey Ahead
The Journey Ahead Digital Inventory turn Drive improvements Heightened Profitable Cost focus & Growth Efficiency – investment into Tight control high conviction on cost brands Close to double digit Achieve growth of ~15 % ROCE target of >20% by year portfolio EBIDTA* Margins per annum ending Mar’24
Slide 6: Multiple growth drivers across our brands
Multiple growth drivers across our brands Market leader in men’s casual wear and adjacent product categories Renowned heritage brand witnessing sharp turnaround as consumers go back to work post pandemic Brands with dominant market share in super premium segment Transformation to an online focused y
Slide 7: USPA Outlook
USPA Outlook BUSINESS UPDATE FUTURE GROWTH DRIVERS • 1st Brand in the AFL Portfolio likely • Premiumization of product to soon reach Rs. 2000 Crs revenues offering • Maintain profitability of double- • Launch of Brand Website, digit EBITDA (pre-IndAS) uspoloassn.co.in • Online leadership with growth
Slide 8: Driven by expert professional management team
Driven by expert professional management team Shailesh Chaturvedi Amitabh Suri Suman Saaha MD & CEO CEO – US Polo Assn. CEO – Arrow • Unique global experience with • 2+ years in Arvind • 1+ year in Arvind expertise of >3 decades in • 21+ years: Indian Terrain, • 18+ years: Raymond, Madura leading ma
Slide 9: Consistent improvement in financial performance post COVID
Consistent improvement in financial performance post COVID INR 40+ Bn ~680 bps Positive PAT for improvement in EBITDA last 4 consecutive Revenues margins quarters (H1 FY23 annualized) (H1 FY23 vs H1 FY22) ~15% ROCE >4x Inventory NWC of 36 (Q2 FY23 annualized) turns (on Sales; as of Q2 days; lower by
Slide 10: Outlook
Outlook Industry leading Scale up of adjacencies Accelerated store growth across brands network expansion Digital channel leadership Focus on strengthening and investment in omni & balance sheet and free direct-to-consumer cash flow generation 10
Slide 11: Thank You
Thank You
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