Arvind Fashions Ltd (ARVINDFASN) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported its second consecutive quarter of double-digit revenue growth, achieving its highest-ever sales and EBITDA, driven by a stable demand environment.
- Growth was primarily led by direct-to-consumer channels, with a healthy 8.3% Like-to-Like (LTL) growth in retail and over 25% growth in the online B2C channel.
- The implementation of GST 2.0 reforms, which lowered tax rates on a large part of the portfolio, is expected to boost consumer demand in the medium term as the company has passed on the benefits to customers.
- The company maintained its focus on profitable growth, leading to an 80 basis point expansion in EBITDA margin and stable working capital, reinforcing its commitment to improving return on capital employed.
- Adjacent categories, particularly footwear, showed strong recovery and growth momentum, with footwear growing over 25% as the disruption from BIS norms implementation is now behind the company.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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