Arvind Fashions Limited — PPTs, 28-07-2025: Investor Presentation

Here is the summary based on your preferences:

**1. Financial Highlights:**

Revenue jumped 16% YoY to ₹1107 Cr, EBITDA up 20% to ₹148 Cr. Margins improved 50 bps (gross margins +60 bps). PAT hit ₹13 Cr. NWC days stable at 59; inventory turns ~4x. Retail LTL 8.1%.

**2. Strategic Initiatives & Growth Drivers:**

FY26 aims for 12-15% revenue growth & accelerated adjacent category expansion. Focus includes boosting direct channel share (100-200 bps) and ~150 asset-light store additions. Increased marketing investments target market share gains.

**3. Business Developments:**

Q1 saw 29 new EBOs (+~38k sq. ft.); online D2C grew over 30% YoY. Noteworthy innovations: Arrow Elixir, plus a Flying Machine-Formula 1 collaboration.

**4. Market Position & Competitive Advantage:**

Stronger brands are gaining market share. Premiumization trends drive industry-leading sell-throughs & LTL growth. Company is well-positioned for improved financial performance via growth & operating leverage.

**5. Investor Implications:**

Results highlight positive growth potential, backed by strong revenue, improved profitability, efficient working capital, and strategic channel expansion. This momentum could be sustained.