StockWatch
·

Arvind Fashions Ltd

BSE: 542484

P/L Snapshot

Q1 FY2027 · standalone

vs Q4 FY2026
Revenue
139.07
-23.7%
Expenditure
159.70
-12.6%
Net Profit
-15.40
-358.8%
OPM %
-0.76%
-13.46pp

Shareholding

Pattern breakdown

P/L Trends

(in crores)

RevenueExpenditureNet Profit
-59.9035.66131.21226.76322.32Q2 FY2025Q3 FY2025Q4 FY2025Q1 FY2026Q2 FY2026Q3 FY2026Q4 FY2026Q1 FY2027

Price Chart

Latest News

Board Meeting21 Jul, 12:23 pm

Arvind Fashions Q1: revenue +15%, EBITDA +20%, but parent PAT slips ~24% YoY to ₹10 Cr

Arvind Fashions opened FY27 with a strong operating quarter but a softer bottom line for its own shareholders. Consolidated revenue from operations grew 15.5% YoY to ₹1,278.5 Cr (from ₹1,107.3 Cr), and operating EBITDA (ex-other income) rose 19.6% to ₹160 Cr with EBITDA margin up ~44 bps to 12.5%, aided by 90 bps of gross-margin expansion from higher full-price sell-through and lower discounting. Yet PBT was near-flat at ₹40 Cr (vs ₹39 Cr) and PAT attributable to the parent fell to ₹9.57 Cr (~₹10 Cr) from ₹12.57 Cr (~₹13 Cr), a ~24% decline — the company attributes this to a ₹7.5 Cr drop in other income (₹7.0 Cr vs ₹14.6 Cr) plus higher depreciation (₹78.8 Cr vs ₹66.5 Cr) and finance costs (₹47.7 Cr vs ₹40.6 Cr) that absorbed the operating gain. Net margin compressed even as operating margin expanded. A second, less-visible drag: group net profit actually grew (₹27.6 Cr vs ₹24.9 Cr), but the minority share jumped to ₹18.0 Cr from ₹12.3 Cr, leaving less for parent holders — the premium JV brands (Calvin Klein, Tommy Hilfiger under PVH Arvind, where minorities hold a large stake) are compounding faster and routing more profit to NCI. Against management's own FY27 guidance the operating print is a clear beat: revenue +15.5% sits at the top of the 12-15% aspiration, retail LFL of 11.6% exceeds the 7-8% guided, and the +44 bps EBITDA margin beats the 30-40 bps target. The QoQ optics (revenue -6% and parent PAT -80% vs Q4 FY26's ₹1,365 Cr / ₹47.0 Cr) are pure retail seasonality — Q1 is a weaker quarter than Q4 — and should not be read as deterioration. Corporate developments this quarter were routine (CHRO appointment, ESOP grant, internal-auditor reappointment) and immaterial to the numbers; the operating detail matters more — 23 EBOs added (1,030 total), ~20K net sq ft, ~38% online-B2C growth, direct channels now 62% of revenue, and NWC steady at 65 days with inventory up on the direct-channel mix shift. Management (MD & CEO Amisha Jain) framed it as 'a strong operating performance… resilience of our brand portfolio,' and the operating lines support that; the caveat they flag themselves — lower other income dragging reported PAT — is the honest asterisk on an otherwise good quarter. No street consensus for this specific quarter was available.

21 Jul 2026, 12:23 pm

Corporate Events

Board MeetingARVINDFASN
2026
19Aug

Board Meeting

The Annual General Meeting will be held to adopt financial s…

BSE Filing
DividendARVINDFASN
2026
7Aug

₹1.6 / share

BSE Filing
Board MeetingARVINDFASN
2026
21Jul

Board Meeting

The meeting of the Board of Directors is scheduled to approv…

BSE Filing
Board MeetingARVINDFASN
2024
28Oct

Board Meeting

Approval Of The Unaudited Financial Results

BSE Filing
Board MeetingARVINDFASN
2024
1Aug

Board Meeting

Consider and approve the Unaudited Standalone and Consolidat…

BSE Filing
DividendARVINDFASN
2024
20Jun

₹1.25 / share

BSE Filing
DividendARVINDFASN
2024
21May

₹1.25 / share

BSE Filing
Board MeetingARVINDFASN
2024
21May

Board Meeting

Approval of Audited Financial Results

BSE Filing
Board MeetingARVINDFASN
2023
7Nov

Board Meeting

Approval of Financial Results for Q2 and H1, FY 2023-24

BSE Filing
Board MeetingARVINDFASN
2023
10Aug

Board Meeting

Consider and approve Unaudited Standalone and Consolidated F…

BSE Filing