Arvind Fashions Limited share price

NSE: ARVINDFASN · ISIN INE955V01021

Key numbers

Market cap
₹ 5,579 Cr
Current price
₹ 417.20
52-week high / low
₹ 569 / 366
Stock P/E
46.2
Book value
₹ 70.7
Dividend yield
0.38%
ROCE
17.9%
ROE
12.9%
Debt to equity
1.42
Sales growth (3 yrs)
9.0%
Profit growth (3 yrs)
49.5%
1-year return
-23.8%

About Arvind Fashions Limited

Arvind Fashions Limited engages in the wholesale and retail trading of ready-made garments and accessories in India and internationally. The company offers a portfolio of owned and licensed international brands, such as US Polo, Arrow, Tommy Hilfiger, Flying Machine, Calvin Klein, and others. It also provides footwear and accessories, including belts, bags, etc. It sells its menswear, womenswear, and kids wear products through retail and departmental stores, brand outlets, and e-commerce platforms. The company was formerly known as Arvind J&M Limited. Arvind Fashions Limited was incorporated in 2016 and is based in Bengaluru, India.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales1,1891,1071,3771,3651,279
Operating profit159133195189160
Net profit-9313264710
EPS (₹)-6.990.941.913.520.72

Concall summary (2026-07-29)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Building on our strong FY26 performance, we have started FY27 with another excellent quarter.
  • Both brands have delivered to our expectations, and we remain confident in the underlying consumer demand.

Growth & demand

  • I'm pleased to share that we recorded a 15.5% revenue growth and a 19.6% EBITDA growth during the quarter.
  • Our continued investments in brands, people, and retail execution enabled us to deliver a 11.6% like-to-like retail growth and 38% growth in our direct-to- consumer online business.

Margins & costs

  • Revenue growth is at 15.5%, and our EBITDA margin has expanded by 44 basis points.
  • Full price sell-through is up and discounting is down, resulting in a gross margin improvement of approximately 90 basis points to 56.7%.

Capex & expansion

  • Our priorities remain unchanged: investing in technology and AI to enhance the customer experience, accelerating brand investments, expanding our retail footprint and continuing to scale our direct-to-consumer business.
  • Alongside this, we have consciously increased our investment in marketing by approximately 50 basis points year- on-year.

Balance sheet & cash

  • So even as we invest more behind our brands, our focus on cost discipline has ensured that EBITDA margins have expanded, which speaks to the operating leverage in the business.
  • Net working capital days are stable, and inventory levels are in line with the changing channel mix towards direct.

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