Arvind Fashions Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Arvind Fashions Limited (AFL) reported a strong Q1 FY26 with revenue up 16% and EBITDA up 20%. PAT jumped to ₹13 Cr. Direct channels (retail, online B2C) now contribute ~60% of revenue, growing impressively (retail 15%, online B2C >30%). U.S. Polo Association led brand growth at over 20%. AFL increased marketing spend by 140 bps to boost market share. ROCE surpassed 20%. Amisha Jain will take over as new MD & CEO on August 13. Outlook remains positive for double-digit growth, targeting 12-15% medium-term, focusing on profitable expansion and debt reduction.