Arvind Fashions Limited has informed the stock exchanges of scheduled investor meetings involving its senior management, in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The disclosure was filed on May 07, 2026, and signed by Company Secretary Lipi Jha.

Investor Meeting Details

The company's senior management is scheduled to hold multiple one-to-one and group meetings with investors in Mumbai on Tuesday and Wednesday, May 12 and 13, 2026. The key details of the scheduled meetings are outlined below:

Schedule Subject to Change

Arvind Fashions has noted that the schedule of the above investor meetings is subject to change, which may occur due to exigencies on the part of the investor or the company. Stakeholders are advised to take note of this caveat when planning around the stated dates.

Company Information

The registered office of Arvind Fashions Limited is located at Arvind Limited Premises, Naroda Road, Ahmedabad - 382 345, Gujarat, India. The company's corporate office is situated at the 8th Floor, DuParc Trinity, 17, MG Road, Bangalore - 560 001, Karnataka, India. The disclosure was submitted to both BSE Limited and the National Stock Exchange of India Ltd. as part of the company's ongoing listing compliance obligations.

Arvind Fashions has delivered a strong financial turnaround in FY26, reporting a consolidated net profit after tax (PAT) of ₹124 crores compared to a net loss of ₹34 crores in FY25. The results reflect broad-based improvement across revenue, operating profitability, margins, and capital efficiency, with the Board also recommending a final dividend for the year. PAT from continuing operations grew by 62% to ₹139 crores from ₹85 crores in the previous year. In compliance with Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company published a newspaper advertisement of the audited financial results on May 07, 2026 in the Financial Express (All India English edition and Gujarati Ahmedabad edition).

Q4 FY26 Conference Call Recording

Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Arvind Fashions has disclosed the audio recording of the post-results conference call with analysts and investors. The call was held on May 07, 2026, to discuss the financial performance of the company for the fourth quarter and year ended March 31, 2026. The audio recording is available on the company's official website.

FY26 Annual Financial Performance

The company posted consolidated revenue of ₹5,266 crores for FY26, up 14% from ₹4,620 crores in FY25, driven by growth across direct channels, an 8.1% like-for-like (LTL) retail growth, and a 45% surge in online B2C channel revenues. EBITDA grew 17% to ₹705 crores from ₹602 crores, with the EBITDA margin expanding by 40 basis points to 13.4%. Gross margins improved by 91 basis points to 54.4%, supported by a richer channel mix, reduced discounting, and sourcing gains. Profit before tax (PBT) rose 26.7% to ₹285 crores from ₹225 crores in FY25.

The following table summarises the consolidated annual financial performance:

Audited Consolidated Financial Extract (Regulation 47)

The audited consolidated financial results published via the Regulation 47 newspaper advertisement provide the following key metrics (₹ in Crores, except per share data):

EPS is of ₹4/- face value each, for continuing and discontinuing operations.

Q4 FY26 Quarterly Highlights

In Q4 FY26, Arvind Fashions continued its growth momentum with consolidated revenue rising 14.8% to ₹1,365 crores from ₹1,189 crores in Q4 FY25, aided by a retail LTL of 7.8% and approximately 42% growth in the online B2C channel. EBITDA for the quarter grew 19.2% to ₹189 crores from ₹159 crores, with the EBITDA margin improving by 50 basis points to 13.9%, supported by gross margin expansion of 20 basis points to 54.1%. PAT for Q4 FY26 stood at ₹47 crores compared to a loss of ₹93 crores in Q4 FY25. PBT grew 15.2% to ₹76 crores from ₹66 crores. PAT from continuing operations grew by 56% to ₹42 crores from ₹27 crores.

The table below presents the Q4 FY26 consolidated financial summary:

Standalone Financial Results

On a standalone basis, Arvind Fashions reported total income of ₹776.44 crores for FY26 compared to ₹730.15 crores in FY25. Profit after tax on a standalone basis stood at ₹1.35 crores for FY26 versus ₹37.77 crores in FY25. For Q4 FY26, standalone total income was ₹182.25 crores against ₹153.11 crores in Q4 FY25, with standalone PAT at ₹5.95 crores compared to a loss of ₹17.14 crores in the year-ago quarter.

The table below presents the standalone financial summary (₹ in Crores):

Strategic Outlook and Retail Expansion

Commenting on the performance, Ms. Amisha Jain, MD & CEO, stated that FY26 marked another strong year, highlighting the quality and consistency of the company's earnings trajectory. She noted that the focus remains on accelerating growth across marquee brands by expanding into adjacent categories, deepening consumer engagement, and increasing the share of direct channels. These efforts will be supported by continued investments in technology and AI, along with a nimble supply chain.

Management has expressed confidence that overall demand remains steady, providing a supportive backdrop for continued double-digit revenue growth. For FY27, the company has set objectives to grow revenues at 12-15% with acceleration in adjacent categories, while operating leverage is expected to aid EBITDA and PAT margin expansion. Central to its retail expansion strategy is a plan for a gross opening of approximately 150 stores, largely through the cost-effective FOFO (Franchise Owned Franchise Operated) route, which limits capital outlay while enabling scale. The company also aims for higher net square footage addition compared to FY25, and targets the share of direct channels (retail + online B2C) to grow by 100-200 basis points.

Dividend and Auditor Appointments

The Board of Directors recommended a final dividend of ₹1.60 per equity share of face value ₹4 each for FY26, subject to shareholder approval at the ensuing Annual General Meeting. At its Board meeting held on May 06, 2026, the Board approved the re-appointment of Deloitte Haskins & Sells, Chartered Accountants (Firm Registration No. 117365W) as Statutory Auditors for a second term of five consecutive years, from the conclusion of the 11th Annual General Meeting until the conclusion of the 16th Annual General Meeting, subject to member approval. The reappointment was made on the recommendation of the Audit Committee.

In addition, the Board also approved the re-appointment of M/S. Mahajan & Aibara Chartered Accountants LLP (Firm Registration Number 105742W) as Internal Auditors of the company for the financial year 2026-27, effective April 1, 2026 to March 31, 2027, as recommended by the Audit Committee. Mahajan & Aibara is a 47+ year-old specialist firm providing internal audit services to multiple Indian corporates, MNCs, and large business houses across India and the Middle East. The firm is led by 12 partners with a multidisciplinary staff strength of 350+ professionals and has significant experience in the retail industry.