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Arvind Fashions
Arvind Fashions (ARVINDFASN) investor relations material
Arvind Fashions Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary29 Jan, 2026
Executive summary
Achieved 14.5% year-over-year revenue growth in Q3 FY26, reaching ₹1,377 crore, driven by strong direct channel performance, robust festive season sales, and effective retail execution.
EBITDA grew 18% year-over-year to ₹195 crore, with a 40 basis points margin expansion to 14.2%.
Adjusted PAT (excluding Code on Wages impact) rose 65.2% year-over-year to ₹44 crore, demonstrating strong operating leverage.
Strategic reacquisition of a 31.25% stake in Arvind Youth Brands Private Limited (AYBPL) from Flipkart, reinforcing Flying Machine's role as a key growth driver.
Direct channels (retail and online B2C) outperformed, with retail LTL growth of 8.2% and nearly 50% growth in online B2C.
Financial highlights
Q3 FY26 revenue was ₹1,377 crore, up from ₹1,203 crore in Q3 FY25; YTD FY26 revenue reached ₹3,901 crore, up from ₹3,431 crore in YTD FY25.
Q3 EBITDA reached ₹195 crore, up from ₹165 crore year-over-year; YTD EBITDA was ₹515 crore, up from ₹443 crore.
Q3 PAT (excluding wage code impact) was ₹44 crore, up 65.2% year-over-year; Q3 PBT (before Code on Wages impact) was ₹83 crore, up 20.4%.
Gross margin improved by 50 basis points to 55.4% in Q3 FY26; inventory freshness at an all-time high.
Net working capital days at 63, with inventory turns at 3.7x.
Outlook and guidance
Management targets 12–15% annual revenue growth, with continued focus on direct channels, premiumization, and profitability improvement through operating leverage and better channel mix.
Store expansion to add 150,000 sq ft in FY26, with an asset-light approach and focus on ROCE.
Continued investment in marketing, digital capabilities, and working capital control to drive higher ROCE.
Expect government initiatives and regulatory tailwinds to boost consumer disposable income and demand in the medium term.
Direct channel growth: What is the margin outlook?
Future impact of New Labour Codes provision?
How will inventory days normalize post geo-political issues?
Flying Machine's strategy to lead denim market
U.S. Polo growth drivers: long-term visibility?
D2C strategy: impact on overall business economics?
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Next Arvind Fashions earnings date
Q4 25/2619 May, 2026
Arvind Fashions
Next Arvind Fashions earnings date
Q4 25/2619 May, 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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