Arvind Fashions Management Guidance Tracker

Management reiterated target to add about 1.5 lakh net square feet of retail space in FY26, with 74,000 sq ft added in H1.

The company is on track to add 1.5 lakh square feet of retail space in the current fiscal year.

Plans to add approximately 1.5 lakh net square feet of retail space across the portfolio.

Management expects to deliver EBITDA margin expansion in the range of 50-80 bps per year, though marketing investments may cause quarterly variation.

EBITDA is expected to grow faster than revenue, with operating leverage driving margin expansion.

Despite macro uncertainties, the company expects another 30-40 basis points of EBITDA margin improvement.

Management expects footwear revenue to double over the next three years, driven by strong growth momentum post-BIS regulation normalization.

Aspiration to increase direct channel share from current ~50% to 50-70% over the next few years.

Management expects to maintain double-digit revenue growth in the 12-15% range for the near term.

Management expects to sustain mid-double-digit revenue growth in fiscal 2027, driven by 7-8% LFL and store expansion.

Flying Machine will launch its dedicated D2C website in fiscal 2027 to directly engage Gen Z consumers.

The company expects each of its five brands to have its own website and app operational during the fiscal year.