Arvind Fashions Limited has disclosed that its senior management will participate in an upcoming investor conference scheduled for later this month. The announcement was made in a regulatory filing submitted to the stock exchanges on May 22, 2026.

Investor Conference Details

The company’s leadership is set to attend the 360 ONE Capital (B&K) 16th Annual Investor Conference, designated as TRINITY INDIA 2026. The event is structured to facilitate engagement between the company's management and investors through various meeting formats.

The conference will take place at the Grand Hyatt Hotel in Mumbai. The nature of the meetings includes both one-to-one and group interactions, providing a platform for detailed discussions on the company's performance and strategy.

Event Schedule

The following table outlines the specific details regarding the date, time, and location of the conference:

Arvind Fashions noted that the schedule for the investor conference remains subject to change. Any modifications would be contingent upon exigencies arising on the part of the investors or the company.

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). Pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015, the company has also disclosed the transcript of the post-results conference call with analysts and investors held on May 07, 2026, to discuss the financial performance for the fourth quarter and year ended March 31, 2026.

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 company also added more than 1.4 lakh net square feet of retail space during the year, with other categories (beyond men's apparel) now contributing 24% of the business. Return on capital employed (ROCE) crossed 23%, described by management as a multiyear high.

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. During the quarter, 50 EBOs were added to the network.

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):

Brand and Channel Performance

Direct-to-consumer (D2C) channels now account for 56% of sales, up 300 basis points year-on-year, with online B2C growing over 40% in Q4 and reaching a 14% share of revenues from 11% previously. Wholesale and department stores also delivered strong double-digit secondary sales growth. On brand performance, U.S. Polo Association (USPA) led the portfolio, delivering its highest-ever quarterly growth. PVH brands (Tommy Hilfiger and Calvin Klein) and Flying Machine each grew over 10%, though PVH brands experienced a transitory impact from a GST rate change to 18% for a few weeks, with both brands returning to double-digit growth thereafter. Arrow was subdued due to a one-time model change and a weak wedding calendar, both described as timing-related rather than structural issues. Management noted that Arrow's strategy involves simplifying the merchandising grid, refining store formats, and sharpening product navigation to improve full-price sell-through and profitability.

Flying Machine received a special highlight from management, having been repositioned as a unisex, denim-anchored, on-trend youth brand. The brand clocked retail LTL of double digits and B2C growth of 70% in Q4. Flying Machine is now live across multiple e-commerce platforms, with flyingmachine.com planned for launch in H2 FY27. During the earnings call, management expressed confidence in Flying Machine's ability to capture a larger market share in the Gen Z and youth denim segment, citing strong brand equity and a tightened product assortment. The footwear segment currently operates 19 Stride stores, with online cited as an important channel for footwear growth.

The following table summarises key channel and brand highlights:

Earnings Call: Key Management Q&A Insights

During the post-results conference call held on May 07, 2026, management addressed several key investor queries. On brand-wise growth, Managing Director and CEO Amisha Jain stated that all five brands are expected to grow at mid-double digits, with USPA well-established across channels, PVH brands poised to serve the premium segment, and Flying Machine positioned for solid double-digit growth driven by its denim-focused youth positioning. On store closures, management indicated that approximately 5% closures should be expected going forward as a normal part of the retail journey, not concentrated in any single brand.

On inventory, CFO Girdhar Chitlangia explained that the increase in inventory days is a function of the channel mix shift towards D2C — where inventory sits on the company's books rather than moving out as in wholesale — and that early inward of SS26 merchandise was a deliberate mitigation against geopolitical supply chain risks. He noted that inventory turns are expected to settle at 3.7x to 3.8x as the D2C mix increases, compared to the earlier 4.0x when the business was more wholesale-oriented. On debt, Chitlangia confirmed that borrowings were temporarily elevated due to the Flipkart transaction, with the goal of becoming net debt zero in approximately 9 to 12 months, with the primary focus on reducing term loans before working capital financing. On gross margins, management reiterated the directional target of moving towards the high 50s over the next 2-3 years, driven by premiumization, improved full-price sell-through, COGS efficiencies, and analytics-led pricing. On the FY27 growth decomposition, management guided for approximately 7-8% LTL growth with the remainder from store expansion and upsizing, with an equal split between pricing and volume within the LTL component.

FY27 Outlook and Strategic Vision

Management guided for mid-double-digit revenue growth of 12-15% in FY27, comprising approximately 7-8% LTL growth and the balance from store expansion and upsizing. EBITDA margin expansion of 30-40 basis points is targeted, with gross margin expected to trend towards the high 50s over the next 2-3 years. The company plans a gross opening of approximately 150 stores and targets 1.5 lakh net square feet of retail space addition in FY27, largely through the cost-effective FOFO (Franchise Owned Franchise Operated) route. The share of direct channels (retail + online B2C) is targeted to grow by 100-200 basis points, with an eventual D2C share target of 65%. Online B2C growth is expected to sustain at 20% plus over the coming years.

Management outlined a five-pillar strategic framework underpinning FY27 and beyond:

1. Portfolio diversification — deepening leadership across the five largest apparel categories (shirts, polos, denim, t-shirts, blazers) while scaling adjacencies such as footwear and innerwear.
2. Building differentiated brands — sharper positioning, deeper consumer connection, and innovation-led merchandising across all five brands, with increased marketing investment.
3. World-class D2C organisation — expanding offline retail with a focus on LTL and conversion, and building a digital powerhouse with each brand expected to have its own dotcom and app live during FY27.
4. Data, analytics, and AI transformation — dedicated specialist team driving AI-led cost efficiencies and front-end effectiveness across retail excellence, pricing, and assortment.
5. Nimble supply chain — closer to demand, enabling shorter cycles, faster reads, and reduced inventory risk.

On the macro environment, management flagged mild pressure on certain raw materials, forex, and capex over the medium term, with the West Asia situation cited as a watch item. Mitigation actions include early inventory procurement for SS26, active monitoring and hedging for AW26, and a predominantly India-based sourcing base being deepened further.

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.