Arvind Fashions Ltd (NSE:ARVINDFASN)

Q1 2026 Arvind Fashions Ltd Earnings Call Transcript

Jul 29, 2025 / 09:00 AM GMT

Release Date Price: ₹540.8 (+8.08%)

Transcript

Key Points

Positve

Arvind Fashions Ltd (BOM:542484) reported a strong start to FY26 with a 16% revenue growth and a significant increase in profitability.
The company saw impressive growth across all channels, particularly in direct retail and online B2C, which now account for nearly 60% of revenue.
US Polo Association, a key brand, grew more than 20% in Q1, supported by strategic investments in marketing and retail expansion.
The company has successfully reduced retail discounting by 1.2%, leading to a 60 basis point increase in gross profit margins.
Arvind Fashions Ltd (BOM:542484) is focusing on expanding its direct distribution channels and investing in product differentiation and premiumization to drive growth.

Negative

Despite the overall positive performance, there are concerns about the profitability of brands like Arrow and Flying Machine, which are still in the process of improving their EBITA margins.
The company faces challenges in the footwear segment due to past BIS issues, although improvements are underway.
There is a significant increase in advertising spend by 140 basis points, which could impact short-term profitability.
The wholesale channel, although showing improvement, is expected to grow at a slower pace compared to direct channels.
The company is still in the process of optimizing its store network, with ongoing closures of underperforming stores.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARVF.NS - Arvind Fashions Ltd
Q1 2026 Arvind Fashions Ltd Earnings Call
Jul 29, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Urban Fashions Limited Q1 F 526 earnings conference call.

As a reminder, all participants line will be in listen-only more, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand over the conference.

To Mr. Ankit Arora, head head of investor relations.

Thank you and over to you, sir.

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Unidentified_2 [2]
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