Conference Call with Arvind Fashions Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.
Apparels & Accessories company Arvind Fashions announced Q2FY26 results Revenues witnessed a strong trend led by direct channels resulting in overall growth of 11% to Rs 1,418 crore compared to Rs 1,273 crore in Q2FY25. Focus on direct-channels resulted in delivering 8.3% LTL and 50%+ growth in online B2C channel. Gross margins expanded by 210 bps to 52.5%, aided by richer channel mix & lower consumer discounting. EBITDA grew 18.2% to Rs 200 crore compared to Rs 170 crore in Q2FY25. EBITDA margin improved by 80 bps to 14.1%. PAT increase to Rs 38 crore compared to Rs 30 crore in Q2FY25. Inventory turns continue to be stable and NWC days remained at 60 days. Amisha Jain, MD & CEO said: “In Q2FY26, we sustained ourstrong growth trajectory with an 11.3% increase in revenue. The recent GST reforms are expected to further boost consumer confidence and spending. As we move forward, we remain focused on investing in our marquee brands and strengthening consumer connections through our direct channel strategy, while accelerating retail expansion, driving premiumisation and scaling adjacent categories – further, strengthening our portfolio and creating long – term value for our shareholders.” Result PDF
Apparels & Accessories company Arvind Fashions announced Q1FY26 results Revenues witnessed a strong trend across channels resulting in overall growth of 16% to Rs 1,107 crore compared to Rs 955 crore in Q1FY25 Focus on direct-channels resulted in delivering 8.1% LTL and 30%+ growth in online B2C channel Gross margins expanded by 60 bps to 55.9%, aided by lower consumer discounting EBITDA grew 20.3% to Rs 148 crore compared to Rs 123 crore in Q1FY25. EBITDA margin improved by 50 bps to 13.4%, despite 140 bps higher advertising spends YoY PAT witnessed multi-fold increase to Rs 13 crore compared to Rs 1 crore in Q1FY25 Shailesh Chaturvedi, MD & CEO said “Q1FY26 witnessed a bright start to this year with revenue growth reaching 16%. This is a testimony of our conscious efforts of investing in higher marketing to re-energize our industry leading brands leading to strong awareness and higher footfalls along with market share gains. Moving ahead, we will continue to focus on our direct channel strategy resulting in higher bottom-line & ROCE” Result PDF
Conference Call with Arvind Fashions Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.