Arvind Fashions Q3 FY26 Concall: Focus on Portfolio Scaling and Margin Expansion

Описание: Arvind Fashions Q3 FY26 Concall: Focus on Portfolio Scaling and Margin Expansion

During the Q3 FY26 earnings conference call, the management of Arvind Fashions highlighted a strong trajectory for its power brands, including Tommy Hilfiger, US Polo Assn., and Arrow. The leadership team emphasized a significant improvement in the "full-price sell-through" ratio, which has been a primary driver for profitability. Management also discussed their aggressive retail expansion strategy, focusing on expanding the Flying Machine and Sephora footprints in Tier 2 and Tier 3 cities to capture the growing aspirational demand.

The company's performance was largely in line with brokerage estimates regarding consolidated revenue growth. However, the EBITDA margins slightly beat analyst expectations, supported by a reduction in discounting and better operational leverage across their store network. While analyst expectations had raised concerns about the impact of high inflation on discretionary consumption, management reassured investors by pointing to a robust festive season performance and a healthy double-digit growth in their online channels. The company reiterated its commitment to becoming net-debt free in the near future through efficient working capital management.

This video is part of our    • Conference Call   series. Watch the full playlist for more similar updates.

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