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.

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:

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:

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.

Balance Sheet and Capital Efficiency

Arvind Fashions' consolidated balance sheet as at March 31, 2026 reflected a capital employed of ₹1,692 crores compared to ₹1,554 crores as at March 31, 2025. Borrowings increased to ₹531 crores from ₹390 crores, while net worth stood at ₹1,161 crores versus ₹1,164 crores in the prior year. The company achieved a return on capital employed (ROCE) of 23.5%, an improvement of more than 300 basis points year-on-year. Net working capital (NWC) days remained stable at 64 days, with inventory turns at a healthy ~3.6x.

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.

The table below summarises the key details of both auditor appointments:

Arvind Fashions Limited has officially notified the stock exchanges about its scheduled post-results conference call with analysts and investors to discuss the company's financial performance for the fourth quarter and fiscal year ended March 31, 2026. The announcement was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Conference Call Schedule

The earnings call will be held on Thursday, May 7, 2026, at 14:30 Hours IST, featuring senior management who will present and discuss the financial results for Q4 FY26 and the full fiscal year. The company plans to declare its financial results on May 6, 2026, with the earnings call transcript scheduled to be available on the company's website on or before May 14, 2026.

Call Access Details

Participants can join the conference call through multiple access methods. The company has provided a Diamond Pass registration link for easy access to the call.

Exchange Notification and Contact Information

The company has formally notified both BSE Limited (Security Code: 542484) and National Stock Exchange of India Ltd. (Symbol: ARVINDFASN) about the conference call schedule. The notification was signed by Company Secretary Lipi Jha on April 30, 2026.

The financial results, factsheet, and earnings presentation will be uploaded to the investors section of the company's website following the declaration of results. For further information or queries, investors may contact Girdhar Chitlangia, Chief Financial Officer, at +91 97020 75555 or via email at girdhar.c@arvindfashions.com .