Arvind Fashions Limited reported a strong performance in its Q4 results 2026, supported by robust growth in direct-to-consumer channels, improved margins, and rising online demand. The company posted revenue from operations of ₹1,365 crore in the March quarter, marking a 14.8% year-on-year increase from ₹1,189 crore in the same period last year.
Operating EBITDA, excluding other income, rose nearly 19% to ₹189 crore during the quarter, while EBITDA margins improved by 50 basis points. Total EBITDA stood at ₹196 crore compared to ₹170 crore a year ago. Gross margins also improved due to lower discounting, better sourcing efficiencies, and healthy retail performance.
Arvind Fashions reported a net profit of ₹47 crore in Q4 FY26 against a net loss of ₹93 crore in Q4 FY25. The previous year’s earnings were impacted by a deferred tax asset charge of ₹120 crore. On a normalized basis, profit from continuing operations grew 56%.
For the full financial year, revenue climbed 14% to ₹5,266 crore, while reported profit after tax turned positive at ₹123 crore compared to a loss of ₹36 crore in FY25. The company’s online B2C business remained a major growth driver, surging 42% in Q4 and 45% during FY26.
The company continued expanding its retail footprint aggressively, adding 50 Exclusive Brand Outlets in Q4 and taking the total store count to 1,025 outlets by March 2026. Arvind Fashions said it remains focused on sustaining 12-15% revenue growth, improving operating leverage, and expanding profitability despite global supply-chain and inflation pressures.
| Key Metric | Q4 FY26 | Q4 FY25 | YoY Growth |
|---|---|---|---|
| Revenue from Operations | ₹1,365 Cr | ₹1,189 Cr | +14.8% |
| Total Income | ₹1,372 Cr | ₹1,200 Cr | +14.3% |
| EBITDA (Excl. Other Income) | ₹189 Cr | ₹159 Cr | +18.9% |
| EBITDA Margin Change | — | — | +50 bps |
| Profit Before Tax (PBT) | ₹82 Cr | ₹66 Cr | +24.2% |
| Net Profit (PAT) | ₹47 Cr | -₹93 Cr | Turned Positive |
| Financial Metric | FY26 | FY25 | YoY Growth |
|---|---|---|---|
| Revenue from Operations | ₹5,266 Cr | ₹4,620 Cr | +14.0% |
| EBITDA (Excl. Other Income) | ₹705 Cr | ₹602 Cr | +17.1% |
| Total EBITDA | ₹745 Cr | ₹637 Cr | +17.0% |
| Reported PAT | ₹123 Cr | -₹36 Cr | Turned Positive |
| Gross Margin Improvement | — | — | +90 bps |
| Normalized PAT Growth | — | — | +62% |
| Operational Highlights | FY26 Performance |
|---|---|
| Online B2C Growth | +45% YoY |
| Q4 Online B2C Growth | +42% YoY |
| Retail Like-for-Like Growth | +7.8% in Q4 |
| Total Exclusive Brand Outlets (EBOs) | 1,025 Stores |
| New EBOs Added in Q4 | 50 Stores |
| Total Retail Space | ~13.37 Lakh Sq. Ft. |
| Inventory Turns | ~3.6x |
| Revenue Growth Guidance | 12–15% Target |
Source: https://www.bseindia.com/xml-data/corpfiling/AttachHis/ea85262b-744a-4692-b225-8541de48dd22.pdf

