Arvind Fashions Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Arvind Fashions clocked 14.5% Q3 revenue growth to ₹1,377 Cr. EBITDA jumped 18% to ₹195 Cr (40 bps margin expansion), with PAT (ex-one-time charge) up 65% to ₹44 Cr. Retail LFL growth was 8.2%, online B2C soared ~50%. Management is confident in maintaining 12-15% growth, with EBITDA expected to grow >15%. U.S. Polo grew >25%. Flying Machine, now fully owned, is being repositioned as a Gen Z denim brand, showing early LFL growth of 17%. Strategic focus on D2C, premiumization, and operating leverage continues. Inventory freshness is at an all-time high.