Arvind Fashions Limited has informed the Exchange about Investor Presentation.

July 21, 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 first quarter ended on June 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 first quarter ended on June 30, 2026. This is for your information and records. Thanking you, Yours faithfully, For Arvind Fashions Limited Lipi Jha Company Secretary Encl: As above. Q1 FY27 RESULTS PRESENTATION Q1 FY27 RESULTS July | 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. Q1 FY27 RESULTS 2 Q1 FY27 PERFORMANCE HIGHLIGHTS Q1 FY27 RESULTS 3 MARKET & ECONOMY UPDATE Overall demand remains stable Early onset of EOSS and higher discounting across the industry Strong brands with direct-to-consumer focus continue to drive higher market share Cost pressures due to increased minimum wages & rising fuel costs Continuing West Asia conflict & impact of El Nino on the Monsoon likely to have inflationary pressure Q1 FY27 RESULTS 4 West Asia conflict situation – update on business impact • The war is still continuing • Raw material prices after some respite have started to rise again Current situation • Rupee after slight appreciation has recently touched all time high which will have impact on raw materials, shipping & capex • Consumption slowdown due to supply-led inflationary pressure • Further pressure on Rupee Potential risks • Soaring fuel & raw material costs • Shortages in capex & raw materials for production • Our long lead time inventory cycle has protected us from immediate inflationary pressures • We continue to actively monitor impact & hedge as required Mitigation measures • Majority of our sourcing remains India based and we are further strengthening this • To mitigate raw material costs, we will evaluate appropriate price increases • In order to navigate this volatility, we have implemented cost control measures Q1 FY27 RESULTS 5 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 • Leveraging AI 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 Q1 FY27 RESULTS 6 SALES GROWTH DRIVERS Q1 FY27 BUSINESS HIGHLIGHTS Gross addition of 23 Adjacent categories Strong revenue growth Retail LTL of 11.6%; EBOs; net sq. ft. at witnessed 25%+ at 15.5% Y-o-Y, driven aided by superior by direct channel execution ~20K growth performance PROFITABILITY WORKING CAPITAL CHANNEL-WISE PERFORMANCE Online direct-to- EBITDA growth of ~18% growth in Double digit growth NWC days remained Gross margins higher consumer 19.6% Y-o-Y to ₹ 160 retail channel in consumer sales in stable; inventory turns by 90 bps in Q1 led business grew crores; 44 bps higher with strong LTL & wholesale channels at healthy ~3.5x by strong LTL & 23% Y-o-Y margin improved stock sourcing gains freshness Q1 FY27 RESULTS 7 STRONG SALES GROWTH ACROSS CHANNELS Sales ( ₹ in crores) 1,279 • Delivered strong revenue growth of 15.5%, aided by growth across direct channels • Direct channels continued their outperformance o Sharp execution in retail drove strong LTL of 11.6% resulting in ~18% growth along with sourcing gains o ~38% growth in online B2C channel 1,107 • EBO count stood at 1030 as of Jun’26, net sq. ft. addition of ~20k Q1 FY26 Q1 FY27 Q1 FY27 RESULTS 8 LEADING TO CONTINUED PROFITABILITY IMPROVEMENT EBITDA PBT and PAT ( ₹ in crores) ( ₹ in crores) +19.6% Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 PBT PAT # from continuing operations • Improvement in EBITDA margins by 44 bps Y-o-Y aided by gross margin expansion & better channel mix • PAT (from continuing operations) de-growth of 22.2% due to lower other income Q1 FY27 RESULTS 9 CHANNEL MIX Q1 FY26 Q1 FY27 Wholesale (MBO + Dept. Stores) Retail Online B2C Online B2B and others Q1 FY27 RESULTS 10 CONTINUE TO OPEN MARQUEE EBOs USPA – Infinity Malad, Mumbai Q1 FY27 RESULTS 11 CONTINUE TO OPEN MARQUEE EBOs CK - Infinity Malad, Mumbai Q1 FY27 RESULTS 12 CONTINUE TO OPEN MARQUEE EBOs CK - Elante, Chandigarh Q1 FY27 RESULTS 13 Q1 FY27 PERFORMANCE HIGHLIGHTS BRAND HIGHLIGHTS Q1 FY27 RESULTS 14 Brand Highlights • Continued strong growth momentum with sharp retail execution & marketing investments, helping deliver strong high double digit LTL growth & consistent strong growth across channels • Direct channels continue to outperform & grow at ~40%; share of revenue increasing • Continued retail expansion with marquee and large sq. ft. stores opening to further deepen retail presence • Adjacent categories continue to be amongst the significant growth driver for the brand Q1 FY27 RESULTS 15 Brand Highlights • Strong direct channel performance with 80%+ growth in online B2C • Focus on accelerating retail expansion • Product innovation continue to be at the heart of brand journey, e.g., summer linen collection with 100% Linen • Continue investments in marketing Q1 FY27 RESULTS 16 Brand Highlights • High double-digit growth led by LTL in retail channel & department stores • Online B2C expanded to other online [Showing first 8,000 characters — download PDF for full document]