ARVINDFASN Q2 FY27 Guidance vs Delivery (ARVINDFASN Management Mirror)

Sep'26 Qtr Revenue Growth of 10% and 67 bps Margin Expansion Tracks FY27 Guidance Reaffirmed from Mar'26 Qtr

In Sep'26 Qtr, Arvind Fashions Ltd reported revenue of Rs 1,559 crores, representing a 10% YoY growth (nearly 15% adjusted for festive and online shifts), alongside an EBITDA of Rs 216 crores and an EBITDA margin expansion of 67 bps YoY to 13.9%, as per quarterly financial results and concall commentary. Against the FY27 guidance of mid-double-digit (12% to 15%) revenue growth and 30 to 40 bps of EBITDA margin expansion initially issued in the Mar'26 Qtr and maintained in the Jun'26 Qtr, the reported Q2 performance met the margin target and tracked the adjusted revenue growth expectations. Looking ahead, management reaffirmed its guidance for the balance of FY27, expressing confidence in sustaining mid-double-digit revenue growth and delivering 30 to 40 bps of EBITDA margin expansion for the full year.