Arvind Fashions reports 11.3% Q2 FY26 revenue growth, 18% EBITDA, 27% PAT, driven by direct channels.
Arvind Fashions reported strong Q2 FY26 results with 11.3% revenue growth, 18% EBITDA, and 27% PAT, driven by robust direct channel performance and improved margins, alongside plans for continued expansion.
The announcement details the company's financial performance for a quarter and half-year, showing strong growth and outlining future strategies, which is critical information for investors.
The company reported significant growth in revenue, EBITDA, and PAT, along with improved gross margins and a positive outlook with clear strategic objectives for future expansion and profitability.
Arvind Fashions Limited (ARVINDFASN) has released its Investor Presentation for the unaudited standalone and consolidated financial results for the second quarter and half year ended September 30, 2025. * Q2 FY26 Performance Highlights: * Strong revenue growth of 11.3% year-on-year, reaching ₹1,418 crore, primarily driven by direct channel performance. * Retail Like-to-Like (LTL) growth stood at 8.3%. * Gross margins improved by 210 basis points due to a reduction in discounting. * EBITDA grew by 18% year-on-year to ₹200 crore, with an 80 bps higher margin. * Profit Before Tax (PBT) increased by 31% to ₹87 crore. * Profit After Tax (PAT) from continuing business grew by 27% to ₹38 crore. * The company saw a gross addition of 24 Exclusive Brand Outlets (EBOs), with net square footage at approximately 12.67 lakh. * Adjacent categories demonstrated over 20% growth. * Net Working Capital (NWC) days remained stable, and inventory turns were at approximately 3.8x. * Channel-wise Performance: * Retail channel grew by approximately 14% with strong LTL and lower discounting. * Online direct-to-consumer business grew over 50% year-on-year. * Consumer sales showed double-digit growth. * H1 FY26 Performance Snapshot: * Revenue from Operations was ₹2,525 crore. * EBITDA reached ₹348 crore. * Reported PAT stood at ₹50 crore. * Way Forward & FY26 Objectives: * Aspiration to achieve 12-15% revenue growth, with accelerated growth in adjacent categories. * Expectation of EBITDA & PAT margins expansion through operating leverage. * Continued investments in advertisement to enhance brand salience and market share. * Focus on increasing the share of direct channels (retail + online B2C) by 100-200 bps. * Planned gross opening of approximately 150 stores, largely through the Franchise Owned, Franchise Operated (FOFO) route. * Commitment to higher free cash flow generation via working capital efficiency and an asset-light approach, leading to improved Return on Capital Employed (ROCE).
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