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Arvind Fashions (ARVINDFASN) investor relations material
Arvind Fashions Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary4 Nov, 2025
Executive summary
Achieved double-digit revenue growth of 11.3% year-over-year in Q2 FY26, with highest-ever sales and EBITDA, driven by direct channel and retail execution.
EBITDA grew 18.2% to INR 200 crore, with margin improvement of 80 basis points.
PAT increased 27% year-over-year to INR 38 crore, with consolidated net profit for six months at INR 81.21 crore.
Direct channels (retail and B2C) now contribute nearly 50% of sales, up 5 percentage points from last year.
U.S. Polo led brand growth with over 20% increase, and adjacent categories like footwear grew 25%+.
Financial highlights
Revenue for Q2 FY26 was INR 1,418 crore, up from INR 1,273 crore year-over-year; consolidated revenue for six months was INR 2,524.62 crore.
EBITDA increased to INR 200 crore from INR 170 crore, with margin expansion of 80 basis points.
PAT for Q2 FY26 was INR 38 crore, up from INR 30 crore; PBT for six months was INR 126.26 crore.
Gross margin improved by 210 basis points to nearly 53%, aided by reduced discounting.
Inventory freshness at all-time high of 85%.
Outlook and guidance
Double-digit revenue growth expected to continue, supported by strong wedding season, government initiatives, and investments in growth drivers.
On track to meet new store addition targets and net square footage expansion for the year.
EBITDA margin guidance of 50-80 basis points expansion for FY26 reaffirmed.
Focus remains on scaling brands, expanding adjacent categories, and improving profitability through operating leverage and better channel mix.
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Next Arvind Fashions earnings date
Q3 25/265 Feb, 2026
Next Arvind Fashions earnings date
Q3 25/265 Feb, 2026
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Frequently asked questions
Arvind Fashions Limited, based in India, specializes in the marketing and distribution of branded apparel and accessories. The company boasts a diverse portfolio of both international and indigenous fashion brands, including U.S. Polo Assn., Arrow, Tommy Hilfiger, Calvin Klein, and Flying Machine, catering to a wide range of consumer sub-categories and price points. With operations extending across India and to other parts of the world, Arvind Fashions aims to offer a comprehensive lifestyle experience through its various product lines which encompass menswear, womenswear, and kids wear. The company provides its products and services through multiple channels, including retail stores, distribution networks, departmental stores, and online platforms. The company is headquartered in Ahmedabad, Gujarat, and its shares are listed on the NSE.
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