Arvind Fashions Limited — PPTs, 28-01-2026: Investor Presentation

Arvind Fashions reported strong Q3 FY26 results with revenue up 14.5% year-on-year to ₹1,377 Cr, primarily driven by robust direct channel performance. Retail comparable store sales (LTL) grew 8.2%, and online direct-to-consumer business surged ~50%. Adjacent categories expanded over 20%. For the nine months (YTD FY26), revenue rose ~14% to ₹3,901 Cr.

EBITDA (excluding other income) for Q3 FY26 grew 18% YoY to ₹195 Cr, with margins improving by 40 bps. PAT (before Code on Wages impact) grew 65.2% for the quarter and 63.3% YTD. Working capital days remained stable at 63.

Strategically, the company targets 12-15% revenue growth, aiming for better margins through operating leverage and increased brand visibility via marketing investments. Plans include growing direct channel share and adding ~150 gross stores, mainly through an asset-light FOFO model. A notable recent development is the acquisition of Flipkart group's stake in AYBPL, broadening the company's online reach. Management anticipates stable demand, continued profitability improvements, and higher free cash flow through efficient working capital.