Arvind Fashions Limited — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Arvind Fashions reported strong Q2 FY26 results: NSV climbed 11.3% to INR1,418 Cr, while EBITDA surged 18.2% to INR200 Cr, marking an 80 bps margin expansion. PAT grew to INR37 Cr. Direct channels, with retail LTL up 8.3% and online B2C growing 50%, now contribute nearly 50% of sales. U.S. Polo led brand growth at 21%, and adjacent categories, including footwear (up 25%), grew 22%. Inventory freshness is at an all-time high of over 85%. Management is focused on profitable growth, anticipating 50-80 bps EBITDA margin expansion. New store additions are on track for ~1.5 lakh sq ft. The H2 outlook is positive, driven by the wedding season and government consumption initiatives. Strategic priorities include strengthening core brands, expanding adjacencies like women's wear, and leveraging data and technology for consumer-centric growth. Management expresses confidence in continued growth momentum.