Q1 2027 Arvind Fashions Ltd Earnings Call Transcript
Key Points
- Arvind Fashions Ltd (BOM:542484) reported a 15.5% revenue growth and a 19.6% EBITDA growth during the quarter.
- The company achieved an 11.6% like-to-like retail growth and a 38% growth in its direct-to-consumer online business.
- Investments in brand platforms have improved business resilience, even in uncertain environments.
- The company has expanded its EBITDA margin by 44 basis points, driven by improved full-price sell-through and reduced discounting.
- U.S. Polo Association led the brand performance with exceptional growth, and both Tommy Hilfiger and Calvin Klein are back on growth after absorbing GST changes.
- The company's PAT declined to INR10 crores from INR13 crores in the same quarter last year, attributed to lower other income.
- There are concerns about geopolitical risks and inflationary pressures, which could impact supply lines and raw material costs.
- Inventory levels have increased due to changes in channel mix and early sourcing to mitigate supply chain challenges.
- The company is watchful of potential inflationary pressures that may necessitate cost control measures and possible product price revisions.
- Despite strong brand performance, there is a risk of demand softening in the second half of the fiscal year, which could impact free cash flow.
Ladies and gentlemen, good day, and welcome to the Arvind Fashions Limited Q1 FY27 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I would now like to hand the conference over to Mr. Girdhar Chitlangia, Chief Financial Officer of the company. Thank you, and over to you, sir.
Hi. Thanks, Manav. Good afternoon. Hello. Welcome, everyone, and thank you for joining us on the Arvind Fashions Limited Earnings Conference Call for the first quarter ended June, 30 2026.
I'm joined here today by Kulin Lalbhai, Vice Chairman and Non-Executive Director; and Amisha Jain, Managing Director and CEO.
Please note that results, press release and earnings presentation had been mailed across to you yesterday. And these are also available on our website, www.arvindfashions.com. I hope you had the opportunity to browse through the highlights of the performance. We
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