ARVINDFASHIONS / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Arvind Fashions · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

Answered directly

59%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Deep Sha · Equity Securities

partial

Brand-wise growth outlook, especially US Polo and guidance.

US polo obviously ahead of the curve... continues to clock solid growth... our PVH portfolio is really well poised... we expect that this portfolio will continue to clock growth as well.

Deep Sha · Equity Securities

evasive

US Polo growth rate expectation on current base.

We expect our brands to grow at mid double digits.

Deep Sha · Equity Securities

partial

Confidence in 30-40 bps EBITDA margin expansion despite cotton price uptrend.

Our sourcing remains predominantly India based... we plan to remain nimble... double down on cost measures but at the same time be selective in driving price increases.

Deep Sha · Equity Securities

partial

Store closures: which brands and are we done?

Stores closing is a journey of retail... we should see approximately about 5% closures going forward and I wouldn't say it's one higher in one brand over the other.

Kosuk Pavaskkar · ICA Direct

partial

Online B2C growth momentum and competition.

B2C is a core channel strategy... we have key initiatives in place to drive our D2C... we've also been able to drive full price sell through and reduce discounts.

Kosuk Pavaskkar · ICA Direct

direct

Will online B2C continue 30-40% growth?

Online B2C continues to remain solid and we expect that over the years this should continue to be at a 20% plus.

Kosuk Pavaskkar · ICA Direct

evasive

Margin guidance resilience to raw material volatility.

We are reasonably certain about our mitigation actions... we are cautious and at the same time optimistic about our guidance.

Avin Kamachi · Motina Rosar Financial Services Limited

direct

Reasons for Flying Machine and US Polo revival.

Flying machine now positioned as on-trend youth brand focused on denim and unisex... US polo has been on a fabulous journey... great innovation across pricing merchandising grid.

Avin Kamachi · Motina Rosar Financial Services Limited

partial

Capex breakup for the year.

Capex includes investment in stores, MBO department stores, deposits to landlords... we opened about 50 COCO stores... plus investment in IT and admin capex.

Avin Kamachi · Motina Rosar Financial Services Limited

direct

Debt trajectory and net debt zero target.

Debt was higher due to Flipkart transaction... this changes our goal of becoming net debt zero by about maybe 9 to 12 months. We are in the right trajectory.

Aijit Kundu · Antique Stock Token

direct

Macro environment and premiumization trend.

Premiumization has been a trend for us and we've seen that across our brands... we see that consistently quarter over quarter... we expect that trend to continue.

Swapnir Gupta · White Pine Investment Management

direct

Reason for reserves decline of ~13 crores.

When we did this transaction with Flipkart and there was some equity adjustment because of that.