Arvind Fashions Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Arvind Fashions posted strong Q4 & FY26 results: Revenue climbed 14.8% (Q4) and 14% (FY26). Q4 EBITDA grew 19% with 50 bps margin expansion, while FY26 PAT surged 62% to INR 124 Cr. ROCE surpassed 23%. Direct channels now represent 56% of sales, with Online B2C soaring 40%. USPA and PVH brands saw over 10% growth; Flying Machine recorded a strong comeback. For FY27, management targets sustained mid-double-digit growth and 30-40 bps EBITDA margin expansion, driven by D2C expansion, product innovation, and cost controls amidst macro pressures.