Arvind Fashions Q3 FY26: Revenue up 14.5%, EBITDA up 18.2%, PAT grows 65%
Arvind Fashions reported a 14.5% revenue growth to ₹1,377 crore in Q3 FY26. EBITDA rose 18.2% to ₹195 crore, with a 40 bps margin expansion. PAT grew 65% to ₹44 crore. Key drivers include 8.2% LTL retail growth and ~50% direct online channel growth. D2C sales now form 63% of total sales.
The announcement details robust financial performance with significant growth across key metrics and strategic initiatives like brand repositioning and D2C expansion, which are likely to have a material impact on the company's future prospects.
The company reported strong double-digit revenue growth, significant EBITDA and PAT increases, and positive commentary on future growth drivers and brand performance.
Arvind Fashions Limited (AFL) reported a strong performance for the third quarter and nine months ended December 31, 2025. The company announced a revenue growth of 14.5% year-on-year, reaching ₹1,377 crores for the quarter, compared to ₹1,203 crores in the same period last year. This growth was driven by a healthy like-for-like (LTL) growth of 8.2% in the retail channel and a significant ~50% growth in the direct online channel.
EBITDA for the quarter grew by 18.2% to ₹195 crores from ₹165 crores, with a margin expansion of 40 basis points. Profit After Tax (PAT), adjusted for a one-time wage code-related charge, grew by an impressive 65% to ₹44 crores. The company has seen consistent double-digit growth rates over the past few quarters, indicating that its growth drivers are in place.
The company is focused on expanding its direct-to-consumer (D2C) channels, which now account for nearly 63% of sales, a 260 basis points increase over last year. Retail space expansion is also on track, with over 41,000 square feet added in the quarter, aiming for 1.5 lakh square feet in FY '26. The Flying Machine brand is being repositioned as a Gen Z-focused unisex fashion brand, with a dedicated D2C platform planned for fiscal '27.
US Polo continued its strong momentum, growing over 25%, driven by product elevation, premiumization, and targeted retail expansion. Other categories, including footwear, also saw robust growth exceeding 20%. The company expects to maintain its growth momentum in the upcoming quarter, supported by store expansion and a favorable market environment.
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