Arvind Fashions Limited — PPTs, 03-11-2025: Investor Presentation

Arvind Fashions delivered strong financial results for the quarter and half-year.

**Business Performance:** Q2 FY26 revenue grew 11.3% YoY to ₹1418 Cr, with EBITDA up 18% to ₹200 Cr, and PAT increasing 27% to ₹38 Cr. This was primarily driven by robust direct channel performance, including 14% growth in retail with an 8.3% like-for-like (LTL) increase, and over 50% growth in online B2C. Gross margins improved by 210 basis points due to reduced discounting.

**Growth Drivers/Strategy:** The company aims for 12-15% revenue growth, focusing on expanding direct channels, accelerating asset-light store expansion (targeting 150 new stores), and scaling adjacent categories which already saw over 20% growth.

**Recent Developments:** Added 24 new Exclusive Brand Outlets (EBOs), bringing the total to 998 with a net 36k sq ft addition. Brand highlights include a new celeb campaign for Arrow and continued product innovation.

**Management Outlook:** Expects sustained double-digit revenue growth fueled by a positive demand environment and continued investments. Priorities include improving profitability, efficient working capital management, and increasing Return on Capital Employed (ROCE).