Arvind Fashions Q3 FY26 Results: Revenue Up 14.5% to ₹1,377 Crore, PAT at ₹26 Crore
Arvind Fashions reported Q3 FY26 revenue of ₹1,377 crore, up 14.5% YoY, driven by direct channel growth. EBITDA grew 18% to ₹195 crore. PAT from continuing operations (excl. Code on Wages) rose 65.2% to ₹44 crore, while reported PAT was ₹26 crore. The company acquired full stake in AYBPL for ₹135 crore.
The results show solid revenue and EBITDA growth, which is positive for the company's performance. The acquisition of AYBPL is a strategic move that could impact future growth. However, the slight dip in reported PAT and the exceptional item related to labor codes temper the immediate impact.
The company reported strong revenue and EBITDA growth, indicating positive business momentum. While reported PAT saw a slight decrease, the growth in PAT from continuing operations and overall revenue performance are positive indicators.
Arvind Fashions Limited (AFL) announced its financial results for the third quarter and nine months ended December 31, 2025. The company reported a consolidated revenue of ₹1,377 crore for Q3 FY26, marking a 14.5% increase year-on-year from ₹1,203 crore in Q3 FY25. This growth was driven by a strong performance across direct-to-consumer channels, including an 8.2% like-for-like (LTL) retail growth and nearly 50% growth in the online B2C channel.
Gross margins expanded by 50 basis points to 55.4%, contributing to an 18% year-on-year growth in EBITDA (excluding other income) to ₹195 crore, with an improved EBITDA margin of 14.2%. Profit After Tax (PAT) from continuing operations, excluding the impact of the Code on Wages, grew by 65.2% to ₹44 crore. The reported PAT stood at ₹26 crore, a slight decrease from ₹28 crore in the same quarter last year. For the nine months ended December 31, 2025, revenues grew by 13.7% to ₹3,901 crore, and EBITDA grew by 16.3% to ₹515 crore.
During the quarter, AFL completed the acquisition of a 33.25% stake in Arvind Youth Brands Private Limited (AYBPL) from Flipkart India Private Limited for ₹135 crore, making AYBPL a wholly-owned subsidiary. The company also recognized an exceptional item of ₹29.01 crore related to an incremental provision for gratuity and compensated absences due to the new Labour Codes. The Board of Directors approved these unaudited standalone and consolidated financial results on January 28, 2026.
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