Arvind Fashions Limited has informed the Exchange about Investor Presentation.

November 02, 2026 To, To, BSE Limited National Stock Exchange of India Ltd. Listing Dept. / Dept. of Corporate Services Listing Dept., Exchange Plaza, 5th Floor Phiroze Jeejeebhoy Towers Plot No. C/1, G. Block Dalal Street Bandra-Kurla Complex Mumbai - 400 001 Bandra (E) Mumbai - 400 051 Security Code: 542484 Security ID: ARVINDFASN Symbol: ARVINDFASN Dear Sir/Madam, Sub: Investor Presentation on Unaudited Standalone and Consolidated Financial Results of the Company for the second quarter and half year ended on September 30, 2026 Ref.: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation issued by the Company in respect of Unaudited Standalone and Consolidated Financial Results of the Company for the second quarter and half year ended on September 30, 2026. This is for your information and records. Thanking you, Yours faithfully, For Arvind Fashions Limited Lipi Jha Company Secretary Encl: As above. Q2 FY27 RESULTS PRESENTATION Q2 FY27 RESULTS Nov | 2026 DISCLAIMER This document by Arvind Fashions Limited (‘the Company’) contains forward-looking statements that represent our beliefs, projections and predictions about future events or our future performance. These forward-looking statements are necessarily subjective and involve known and unknown risks, uncertainties and other important factors that could cause our actual results performance to differ materially from any future results or performance described in or implied by such statements. The forward-looking statements contained herein include statements about the Company’s business prospects, its ability to attract customers, its expectation for revenue generation and its outlook. These statements are subject to the general risks inherent in the Company’s business. These expectations may or may not be realized. Some of these expectations may be based upon assumptions or judgments that prove to be incorrect. In addition, the Company’s business and operations involve numerous risks and uncertainties, many of which are beyond the control of the Company, which could result in the Company’s expectations not being realized or otherwise materially affect the financial condition, results of operations and cash flows of the Company. The forward-looking statements are made only as of the date hereof, and the Company does not undertake any obligation to (and expressly disclaims any obligation to) update any forward-looking statements to reflect events or circumstances after the date such statements were made, or to reflect the occurrence of unanticipated events. Q2 FY27 RESULTS 2 Q2 FY27 PERFORMANCE HIGHLIGHTS Q2 FY27 RESULTS 3 MARKET & ECONOMY UPDATE Overall demand remains steady despite shifting festival & online tower events Strong brands with direct-to-consumer focus continue to drive higher market share External macro economic factors like ongoing West Asia conflict, El Nino impact on weather & repo rate changes to have inflationary pressures which we will mitigate by smart pricing and cost measures Q2 FY27 RESULTS 4 FY27 OBJECTIVES – WHAT WE HAVE SET FOR OURSELVES Objectives • Aspiration to grow revenues at 12-15% with acceleration in adjacent categories growth Sales & Profitability • Operating leverage to aid EBITDA& PAT margins expansion Improve brand salience • Continued investments in advertisement to drive market share gains • Focus on driving the business through direct channels Grow via direct channels • Share of direct channels (retail + online B2C) to grow by 100-200 bps • Gross opening of ~150 stores, largely through FOFO route Accelerate store expansion • Higher net sq. ft. addition compared to FY26 • Higher free cash flow generation through continued net working capital efficiency and asset-light Working capital & return ratios approach • Further improvement in ROCE • LeveragingAI to drive cost efficiencies across functions Transforming with data, analytics and AI • Leverage analytics and AI to drive front-end effectiveness - Retail excellence, pricing, assortment, marketing effectiveness Q2 FY27 RESULTS 5 SALES GROWTH DRIVERS Q2 FY27 BUSINESS HIGHLIGHTS Gross addition of Adjacent categories Strong revenue growth Retail LTL growth of 24 EBOs; net sq. ft. at growth of 13% at 10.0% Y-o-Y, driven 7.3%; aided by superior by direct channel execution; adjusted for ~26K performance festive shift retail LTL is 10% PROFITABILITY WORKING CAPITAL CHANNEL-WISE PERFORMANCE Online direct-to- EBITDA growth of 15.4% growth in Mid-single digit NWC days at 65 & Gross margins higher consumer 15.5% Y-o-Y to ₹ 216 retail channel growth in consumer inventory turns at by 136 bps in Q2 led business grew crores; 67 bps higher with strong LTL & sales in wholesale healthy ~3.4x by strong LTL, lower 28% Y-o-Y margin store expansion channels due to retail discounting & festive shift better channel mix Q2 FY27 RESULTS 6 STRONG SALES GROWTH LED BY DIRECT CHANNELS Sales ( ₹ in crores) • Delivered strong revenue growth of 10%, aided by 1559 growth across direct channels +10.0% • Direct channels continued their outperformance o Sharp execution in retail drove strong LTL of 7.3% resulting in ~15% growth along with lower discounting 1418 o Adjusted for festive shift, retail LTL is 10% o ~28% growth in online B2C channel (45% growth adjusted for festive shift) • EBO count stood at 1044 as of Sep’26, net sq. ft. addition of ~26k Q2 FY26 Q2 FY27 Q2 FY27 RESULTS 7 LEADING TO CONTINUED MARGIN EXPANSION EBITDA PBT and PAT ( ₹ in crores) ( ₹ in crores) +15.5% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 PBT PAT # from continuing operations • Improvement in EBITDA margins by 67 bps Y-o-Y aided by gross margin expansion & better channel mix • PAT (from continuing operations) grew by 29.6% Q2 FY27 RESULTS 8 CHANNEL MIX Q2 FY26 Q2 FY27 Retail Online B2C Wholesale (MBO + Dept. Stores) Online B2B and others Q2 FY27 RESULTS 9 CONTINUE TO OPEN MARQUEE EBOs Arrow - Jayanagar, Bengaluru Q2 FY27 RESULTS 10 CONTINUE TO OPEN MARQUEE EBOs JM Road, Pune Q2 FY27 RESULTS 11 CONTINUE TO OPEN MARQUEE EBOs Horizon Tower, Jaipur Muthialpet, Puducherry Q2 FY27 RESULTS 12 CONTINUE TO OPEN MARQUEE EBOs Bailey Square, Patna Q2 FY27 RESULTS 13 Q2 FY27 PERFORMANCE HIGHLIGHTS BRAND HIGHLIGHTS Q2 FY27 RESULTS 14 Brand Highlights • Strong growth momentum continues o With new retail identity & sharp retail execution- continued retail expansion with marquee & large sq. ft. stores opening to further deepen retail presence o Delivered strong double digit LTL growth with lower retail discounting o Strong growth across all channels o Continued marketing investments • Share of revenue increasing for direct channels; growth of 25%+ Q2 FY27 RESULTS 15 Brand Highlights • Product innovation continues to be at the core of brand journey, e.g., launched industry first super white range of shirts • Strong direct channel performance with 35%+ growth in online B2C • Continued retail expansion with marquee stores launch • Continued investments in marketing Q2 FY27 RESULTS 16 Brand Highlights • Sharp positioning of Flying Machine as unisex, denim anchored, on-trend youth brand • Online B2C expanded to other online channels leading to growth in online B2C channel. Direct channel contribution improved by 3%+ • Direct channel well-positioned to grow & scale faster • Continued marketing investments • Well-positioned to improve financial performance backed by growth & operating leverage Q2 FY27 RESULTS 17 Brand Highlights • Launch of TH.com to expand direct channel mix • Strong brand pull continues for this market leader • Strong LTL growth led by premiumization • Continued EBO expansion & focus on expanding retail & online presence • Continue to deliver strong financial performance Q2 FY27 RESULTS 20 Brand Highlights • Strong LTL growth with lower retail discounting & continued store [Showing first 8,000 characters — download PDF for full document]