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

17%

Y SALES POWER BRANDS CHANNEL-WISE PERFORMANCE GROWTH DRIVERS GROSS MARGINS EBITDA & ROCE 17% sales growth Y-o-Y; 41% growth vs. pre-COVID (Q3 FY20) Double digit EBITDA margin continued f

41%

HANNEL-WISE PERFORMANCE GROWTH DRIVERS GROSS MARGINS EBITDA & ROCE 17% sales growth Y-o-Y; 41% growth vs. pre-COVID (Q3 FY20) Double digit EBITDA margin continued for USPA & Tommy Hilfiger

25%

rowth vs. pre-COVID (Q3 FY20) Double digit EBITDA margin continued for USPA & Tommy Hilfiger ~25% growth in retail channel Y-o-Y and 40%+ growth (vs. pre- COVID) 45%+ growth each in footwear and

40%

igit EBITDA margin continued for USPA & Tommy Hilfiger ~25% growth in retail channel Y-o-Y and 40%+ growth (vs. pre- COVID) 45%+ growth each in footwear and kidswear businesses (Y-o-Y) Industry

45%

for USPA & Tommy Hilfiger ~25% growth in retail channel Y-o-Y and 40%+ growth (vs. pre- COVID) 45%+ growth each in footwear and kidswear businesses (Y-o-Y) Industry leading full price sell-thru

29%

s (Y-o-Y) Industry leading full price sell-thru’s for AW’22; conscious decision to delay EOSS 29% growth in EBITDA to ₹ 136 crores (Y-o-Y) Industry leading retail LTL of 12%+; focused executio

₹ 136 crore

ing full price sell-thru’s for AW’22; conscious decision to delay EOSS 29% growth in EBITDA to ₹ 136 crores (Y-o-Y) Industry leading retail LTL of 12%+; focused execution on season- launch & superior cu

12%

sion to delay EOSS 29% growth in EBITDA to ₹ 136 crores (Y-o-Y) Industry leading retail LTL of 12%+; focused execution on season- launch & superior customer experience USPA continued its leaders

3.3x

- o-Y with business returning to normalcy Footwear becoming significant growth engine; grew by ~3.3x (vs. pre-COVID) with healthy profitability Lowering of discounts and higher sell-thru’s led to g

160 bps

thy profitability Lowering of discounts and higher sell-thru’s led to gross margin expansion of 160 bps Strong improvement in EBITDA margins by ~140 bps (Y-o-Y) ~25% revenue mix continues from Onlin

Note

2

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q3 FY23 RESULTS 17 YTD FY23 - GROUPWISE PERFORMANCE Sales YTD FY23 YTD FY22 % Growth EBITDA YTD FY23 YTD FY22 EBITDA % YTD FY23 YTD FY22 (₹ in crores) Power Brands 2699 1743 Emerging Brands 582 397 Total 3281 2139 55% 47% 53% 337 30 367 148 5 153 12.5% 5.2% 11.2% 8.5% 1.2% 7.2% Robust 50%+ sales growth aiding 140% increase in EBITDA and margin improvement of 400 bps

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q3 FY23 RESULTS 18 WORKING CAPITAL EFFICIENCY LEADING TO STRONG CASH FLOW GENERATION Inventory Inventory days Receivables Debtor days GWC GWC days Payables Creditor days NWC NWC days ( ₹ in crores) Dec’22 Dec’21 Sep’22 1041 88 572 44 1613 132 1038 80 575 51 985 88 522 47 1506 135 1088 99 418 36 1221 86 686 52 1908 138 1342 102 566 36 Continued focus on debtor controls helping generate higher cash flows Tightened inventory management sustaining >4x turns, leading to healthy sell-thru’s Q3 FY23 RESULTS 19 Q3 & YTD FY23 RESULTS Q3 FY23 RESULTS 20 Q3 FY23 - PERFORMANCE SNAPSHOT ( ₹ in crores) Q3 FY23 Q3 FY22 Revenue from Operations 1179 1008 Other Income 16 9 Total Income 1195 1017 EBITDA PBT Taxes Minority Interest PAT 136 106 34 12 14 8 22 4 11 6 Strong improvement in financial performance across all parameters Q3 FY23 RESULTS 21 YTD FY23 - PERF