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Arvind Fashions Limited Q1 FY26 earnings call summary

NSE: ARVINDFASN · BSE: 542484

Earnings call of 29 Jul 2025, summarised by AI from the filing.

12-15% medium-term revenue growth; direct channels ~15%, wholesale high single digit.

Key takeaways

  1. Guidance 12-15% medium-term revenue growth; direct channels ~15%, wholesale high single digit.
  2. Change Amisha Jain to join as MD and CEO effective August 13, 2025.
  3. Driver Direct channels (retail and online B2C) now nearly 60% of revenue, growing faster.

Original filing on BSE

Arvind Fashions Limited Q1 FY27 results

As filed: Revenue ₹1,279 cr (+15% year on year), EBITDA ₹160 cr (+19% year on year), PAT ₹27.6 cr (+10% year on year), EBITDA margin 12.5% (+37 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,365 cr (+15% year on year), EBITDA ₹189 cr (+19% year on year), PAT ₹66.3 cr, EBITDA margin 13.9% (+48 bps). Score 68 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 48 bps year on year. Share price after the results: +7.6% in 30 days (Nifty 500: −1.5%).
  • Q3 FY26: Revenue ₹1,377 cr (+14% year on year), EBITDA ₹195 cr (+18% year on year), PAT ₹36.1 cr (+20% year on year), EBITDA margin 14.2% (+44 bps). Score 63 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit before exceptional items growth was well below it. EBITDA margin rose 44 bps year on year. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Profit fell 5% from last quarter. Share price after the results: +5.3% in 30 days (Nifty 500: +1.5%).
  • Q2 FY26: Revenue ₹1,418 cr (+11% year on year), EBITDA ₹187 cr (+15% year on year), PAT ₹56.0 cr (+24% year on year), EBITDA margin 13.2% (+38 bps). Score 61 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 38 bps year on year. Consolidated profit +24% but standalone -41%. Profit rose ₹11.0 cr on a year ago, more than the ₹8.0 cr it added the year before. Share price after the results: −3.4% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹1,107 cr (+16% year on year), EBITDA ₹134 cr (+16% year on year), PAT ₹25.0 cr (+79% year on year), EBITDA margin 12.1% (−4 bps). Score 59 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were above it. EBITDA margin was flat year on year. Other income 38% of PBT. Tax rate 36%. Revenue fell 7% from last quarter. Share price after the results: +5.1% in 29 days (Nifty 500: −0.3%).
  • Q4 FY25: Revenue ₹1,189 cr (+9% year on year), EBITDA ₹159 cr (+18% year on year), PAT −₹72.0 cr (−280% year on year), EBITDA margin 13.4% (+103 bps). Score 20 of 100, Below trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was well below it. EBITDA margin rose 103 bps year on year. Tax rate 211%. Profit fell 253% from last quarter. Share price after the results: +5.7% in 30 days (Nifty 500: +1.0%).
  • Q3 FY25: Revenue ₹1,203 cr (+7% year on year), EBITDA ₹165 cr (+15% year on year), PAT ₹47.0 cr (−28% year on year), EBITDA margin 13.7% (+100 bps). Score 67 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 100 bps year on year. Revenue fell 5% from last quarter.
  • Q2 FY25: Revenue ₹1,273 cr (0% year on year), EBITDA ₹163 cr (+11% year on year), PAT ₹45.0 cr (+22% year on year), EBITDA margin 12.8% (+120 bps). Score 48 of 100, In line with trend. EBITDA margin rose 120 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Arvind Fashions Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.