ARVIND FASHIONS LIMITED

Arvind Fashions Limited reported a strong performance for the first quarter ended June 30, 2026, with a revenue growth of 15.5% and EBITDA growth of 19.6%. Management highlighted a stable demand environment despite geopolitical tensions and inflationary pressures. The company achieved an 11.6% like-for-like retail growth and a 38% increase in its direct-to-consumer online business. Management emphasized the importance of brand investments and technology to enhance customer experience. The EBITDA margin expanded by 44 basis points, attributed to improved gross margins and reduced discounting. The company noted a strategic shift towards direct-to-consumer channels, with direct sales now accounting for 62% of total sales. Management expressed confidence in sustaining mid-double-digit revenue growth for the year, while remaining vigilant about external economic factors. The earnings call concluded with a Q&A session addressing various operational aspects and market dynamics.

Management emphasized strong growth and strategic initiatives during the earnings call.