Arvind Fashions Ltd (NSE:ARVINDFASN)

Q2 2026 Arvind Fashions Ltd Earnings Call Transcript

Nov 4, 2025 / 09:00 AM GMT

Release Date Price: ₹548.25 (-1.41%)

Transcript

Key Points

Positve

Arvind Fashions Ltd (BOM:542484) reported a consecutive quarter of double-digit revenue growth, achieving an 11.3% increase in sales.
The company experienced significant growth in its online channel, with over 25% growth, contributing to an 18% increase in EBITDA.
The implementation of GST 2.0 reforms led to a lower GST rate for a large part of the portfolio, which is expected to improve customer demand.
The company added over 36,000 square feet of retail space, indicating expansion and growth in the retail sector.
US Polo brand showed exceptional growth at 21%, driven by impactful advertising campaigns and product innovation.

Negative

The wholesale channel growth was minimally impacted due to de-stocking, which is expected to be a temporary issue.
Growth in other brands was muted due to the transition to the new GST regime, affecting overall brand performance.
Employee costs increased due to salary corrections and management changes, impacting overall profitability.
The company is experiencing a shift in channel strategy, moving away from online B2B, which may affect short-term sales dynamics.
There were store closures alongside new store additions, indicating a rationalization of store sizes and locations.

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

ARVF.NS - Arvind Fashions Ltd
Q2 2026 Arvind Fashions Ltd Earnings Call
Nov 04, 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 the Aravind Fashion Limited Q2 FY26 earnings conference call. As a reminder, all participant clients will be in the listen-only mode, 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. I now hand the conference over to Mr. Gilhar Chilania, CFO at Irvin Fashion Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Thanks, Suda.

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