[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Stock Bee [@stockbeehq](/creator/twitter/stockbeehq) on x XXX followers Created: 2025-07-28 13:47:14 UTC 📌 Arvind Fashions - Investor Presentation 📑 Financials: Revenue: 1107 crores (🔼 XX% YoY) EBITDA: XXX crores (🔼 XX% YoY) PAT: XX crores (🔼 1200% YoY) Gross margins increased by XX bps YoY due to reduced discounting. EBITDA margins increased by XX bps YoY despite higher advertising spends. Net Working Capital (NWC) days remained stable, with inventory turns at ~4x. Performance: Overall revenue grew strongly, driven by performance across all channels. Retail channel showed about XX% growth with strong Like-for-Like (LTL) sales and less discounting. Online direct-to-consumer business grew over XX% YoY. Wholesale channel grew over XX% YoY. Stronger brands continued to gain market share despite muted consumer demand. U.S. Polo Assn. saw strong growth due to marketing investments and direct channels. Arrow's growth was aided by favorable trading dates and product innovation. Flying Machine delivered strong LTL in retail and healthy growth from department stores. Tommy Hilfiger achieved strong brand awareness and high LTL growth from its Formula X collaboration. Calvin Klein's premiumization trend helped deliver industry-leading sell-thrus and LTL growth. Company added XX exclusive brand outlets (EBOs), increasing net retail space by about XXXXX lakh sq. ft. Adjacent categories saw over XX% growth. Management Outlook: Company aims for 12-15% revenue growth in FY26, with accelerated growth in adjacent categories. Focus on profitability improvement through operating leverage and a better channel mix. Continued investments in marketing to enhance market share. Direct channels (retail + online B2C) are expected to grow by 100-200 bps. Plan to open around XXX new stores, mainly through the FOFO model, and increase net square footage. Expect higher free cash flow and improved Return on Capital Employed (ROCE) through working capital efficiency. 🔗 ⚡ Get lightning-fast stock updates on WhatsApp—free at Disclaimer: AI-generated; verify XX engagements  **Related Topics** [investment](/topic/investment) [Post Link](https://x.com/stockbeehq/status/1949829002325098900)
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Stock Bee @stockbeehq on x XXX followers
Created: 2025-07-28 13:47:14 UTC
📌 Arvind Fashions - Investor Presentation
📑 Financials: Revenue: 1107 crores (🔼 XX% YoY) EBITDA: XXX crores (🔼 XX% YoY) PAT: XX crores (🔼 1200% YoY) Gross margins increased by XX bps YoY due to reduced discounting. EBITDA margins increased by XX bps YoY despite higher advertising spends. Net Working Capital (NWC) days remained stable, with inventory turns at ~4x. Performance: Overall revenue grew strongly, driven by performance across all channels. Retail channel showed about XX% growth with strong Like-for-Like (LTL) sales and less discounting. Online direct-to-consumer business grew over XX% YoY. Wholesale channel grew over XX% YoY. Stronger brands continued to gain market share despite muted consumer demand. U.S. Polo Assn. saw strong growth due to marketing investments and direct channels. Arrow's growth was aided by favorable trading dates and product innovation. Flying Machine delivered strong LTL in retail and healthy growth from department stores. Tommy Hilfiger achieved strong brand awareness and high LTL growth from its Formula X collaboration. Calvin Klein's premiumization trend helped deliver industry-leading sell-thrus and LTL growth. Company added XX exclusive brand outlets (EBOs), increasing net retail space by about XXXXX lakh sq. ft. Adjacent categories saw over XX% growth. Management Outlook: Company aims for 12-15% revenue growth in FY26, with accelerated growth in adjacent categories. Focus on profitability improvement through operating leverage and a better channel mix. Continued investments in marketing to enhance market share. Direct channels (retail + online B2C) are expected to grow by 100-200 bps. Plan to open around XXX new stores, mainly through the FOFO model, and increase net square footage. Expect higher free cash flow and improved Return on Capital Employed (ROCE) through working capital efficiency.
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Disclaimer: AI-generated; verify
XX engagements
Related Topics investment