Arvind Fashions Limited

rs,

ned 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

4x

margins with significant growth in PAT 2. Inventory • Further improvement in inventory turns to >4x Targets & Objectives 3. 4. Omni-channel business model • Build scalable omni-channel model wi

2.9x

4 Q1 FY23 Business Highlights Record sales quarter Power Brands Growing category extensions • 2.9x sales growth Y-o-Y; 40% growth (vs. pre-COVID; Q1 FY20) • Double-digit EBITDA margin (pre- IndAS

40%

ghts Record sales quarter Power Brands Growing category extensions • 2.9x sales growth Y-o-Y; 40% growth (vs. pre-COVID; Q1 FY20) • Double-digit EBITDA margin (pre- IndAS) trajectory continued in

3.6x

1 FY20) • Double-digit EBITDA margin (pre- IndAS) trajectory continued in USPA & Tommy Hilfiger • 3.6x growth in footwear business (vs. pre-COVID) • Retail LTL growth of ~25%; despite • 97% Y-o-Y gro

25%

USPA & Tommy Hilfiger • 3.6x growth in footwear business (vs. pre-COVID) • Retail LTL growth of ~25%; despite • 97% Y-o-Y growth in innerwear pushing out EOSS • 150 bps improvement in overall cate

97%

figer • 3.6x growth in footwear business (vs. pre-COVID) • Retail LTL growth of ~25%; despite • 97% Y-o-Y growth in innerwear pushing out EOSS • 150 bps improvement in overall category margin pro

150 bps

-COVID) • Retail LTL growth of ~25%; despite • 97% Y-o-Y growth in innerwear pushing out EOSS • 150 bps improvement in overall category margin profile (vs. pre-Covid) Profitability Channel-wise perf

35%

l management • Record full price sell-thru’s across discount efficient brands and management • 35% growth in retail (compared to pre-COVID); execution continued channel sharp • 52% growth in EB

52%

anagement • 35% growth in retail (compared to pre-COVID); execution continued channel sharp • 52% growth in EBITDA to Rs. 94 crores (vs. pre-COVID) • 1.9x growth in online channel (vs pre-COVID)

Rs. 94 crore

in retail (compared to pre-COVID); execution continued channel sharp • 52% growth in EBITDA to Rs. 94 crores (vs. pre-COVID) • 1.9x growth in online channel (vs pre-COVID); 20% Y-o-Y growth • 2.5x growth

1.9x

D); execution continued channel sharp • 52% growth in EBITDA to Rs. 94 crores (vs. pre-COVID) • 1.9x growth in online channel (vs pre-COVID); 20% Y-o-Y growth • 2.5x growth in MBO channel (vs pre-C

Note

1

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others 10 Continued focus on inventory and working capital control Figures in Rs Crs. June’22 June’21 Change Mar’22 Inventory 1013 879 134 965 Receivables 549 554 (5) 572 • Strong GWC 1562 1433 129 1537 collections debtors Payables 996 1071 (62) 1048 NWC 566 362 204 489 retail mix and better led to reduction in 11 Agenda Q1 FY23 Performance Highlights Q1 FY23 Results with IndAS Way Forward Q1 FY23 - Performance Snapshot Revenue from Operations Other Income Total Income EBITDA PBT Discontinued operations Minority Interest Reported (Rs Crs.) Q1 FY23 Q1 FY22 920 2 922 94 13 - 9 319 21 340 (25) (120) (63) (6) PAT (0) (177) 13 Agenda Q1 FY23 Performance Highlights Q1 FY23 Results with IndAS Way Forward Way forward Short term • Revenue momentum to stay strong led by better quality on-time launch of AW’22 coupled with continued growth across online & other