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

y Omni-channel business model • Amongst industry leading growth rates (over FY22) • Further to >4x improvement in inventory turns • Expansion in operating margins with significant growth in P

46%

DS CHANNEL-WISE PERFORMANCE GROWTH DRIVERS (CATEGORY / FORMAT) GROSS MARGINS EBITDA & ROCE 46% sales growth Y-o-Y; 32% growth vs. pre-COVID (Q2 FY20) Double digit EBITDA margin (pre-IndAS)

32%

NCE GROWTH DRIVERS (CATEGORY / FORMAT) GROSS MARGINS EBITDA & ROCE 46% sales growth Y-o-Y; 32% growth vs. pre-COVID (Q2 FY20) Double digit EBITDA margin (pre-IndAS) continued for USPA & Tom

70%

re-COVID (Q2 FY20) Double digit EBITDA margin (pre-IndAS) continued for USPA & Tommy Hilfiger 70% growth in retail channel Y-o-Y and ~35% growth (vs. pre- COVID); sharp execution continued Retai

35%

margin (pre-IndAS) continued for USPA & Tommy Hilfiger 70% growth in retail channel Y-o-Y and ~35% growth (vs. pre- COVID); sharp execution continued Retail LTL of ~25%; continued strong executi

25%

retail channel Y-o-Y and ~35% growth (vs. pre- COVID); sharp execution continued Retail LTL of ~25%; continued strong execution as witnessed in Q1 as well USPA strengthened its leadership positi

75%

ts leadership position in casual wear segment with achievement of 1000+ Crs NSV at end-Oct’22 ~75% growth in online channel (vs. pre-COVID) with revenue mix of 25%+ Significant improvement in E

310 bps

channel (vs. pre-COVID) with revenue mix of 25%+ Significant improvement in EBITDA margins by 310 bps (Y-o-Y) 100% Y-o-Y growth in MBO channel and ~40% (vs. pre-COVID) 50%+ growth each in footwear

100%

-COVID) with revenue mix of 25%+ Significant improvement in EBITDA margins by 310 bps (Y-o-Y) 100% Y-o-Y growth in MBO channel and ~40% (vs. pre-COVID) 50%+ growth each in footwear and kidswear

40%

ificant improvement in EBITDA margins by 310 bps (Y-o-Y) 100% Y-o-Y growth in MBO channel and ~40% (vs. pre-COVID) 50%+ growth each in footwear and kidswear businesses (Y-o-Y) Record full pric

50%

n EBITDA margins by 310 bps (Y-o-Y) 100% Y-o-Y growth in MBO channel and ~40% (vs. pre-COVID) 50%+ growth each in footwear and kidswear businesses (Y-o-Y) Record full price sell-thru’s across

Note

2

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q2 FY23 RESULTS ArVlnD tASl-llOn s 17 H1 FY23 - GROUPWISE PERFORMANCE Sales H1 FY22 % Growth H1 FY23 EBITDA EBITDA % H1 FY23 H1 FY22 H1 FY23 H1 FY22 (₹ in crores) Power Brands Emerging Brands 1746 356 936 195 Total 2102 1131 87% 82% 86% 214 16 230 55 (8) 47 12.3% 5.9% 4.5% (4.1)% 11.0% 4.2%

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q2 FY23 RESULTS ArVlnD tASl-llOn s 18 CONTINUED FOCUS ON INVENTORY & WORKING CAPITAL MANAGEMENT Inventory Inventory days Receivables Debtor days Payables Creditor days NWC NWC days ( ₹ in crores) Sep’22 Sep’21 June’22 1221 86 686 52 948 94 622 69 1342 1093 102 566 36 121 477 42 1013 98 549 54 996 97 566 54 Inventory control continues to be key monitorable; resulted in >4x turns Improvement in inventory & debtor days drove efficient NWC cycle; generated higher cash flows Q2 FY23 RESULTS ArVlnD tASl-llOn s 19 Q2 FY23 RESULTS Q2 FY23 RESULTS 20 Q2 FY23 - PERFORMANCE SNAPSHOT Revenue from Operations Other Income Total Income EBITDA PBT Discontinued operations Minority Interest PAT ( ₹ in crores) Q2 FY23 Q2 FY22 1182 20 1202 136 45 - 10 18 812 16 828 72 (22) (69) 3 (98) Strong financial performance with huge improvement in operational profitability