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

45%

ets Achievement • Amongst industry leading growth rates (over FY22) • Added 1,350+ Crs in sales; 45% growth Y-o-Y • Expansion in operating margins with significant growth in PAT • ~400 Crs swing in

330 bps

margins with significant growth in PAT • ~400 Crs swing in EBITDA (FY21-23); margin expansion of 330 bps in FY23 & multi-fold growth in PAT • Build scalable omni-channel model with higher contribution of

30%

NOW + Marketplace) helping drive higher customer loyalty • Grew own direct-to-consumer business by 30%+ with ~35% contribution of online channel • Acceleration in store network expansion by opening ~2

35%

tplace) helping drive higher customer loyalty • Grew own direct-to-consumer business by 30%+ with ~35% contribution of online channel • Acceleration in store network expansion by opening ~200 stores

4x

of online channel • Acceleration in store network expansion by opening ~200 stores • Further to >4x improvement in inventory turns • Opened continued stores momentum around franchisee led expan

14%

continue Return on capital employed (ROCE) • Significant improvement in ROCE profile • ROCE of ~14% (Q4 annualized; vs negative in FY22) Q4 FY23 RESULTS 6 Q4 FY23 BUSINESS HIGHLIGHTS QUARTERLY

24%

UARTERLY SALES POWER BRANDS CHANNEL-WISE PERFORMANCE GROWTH DRIVERS EBITDA WORKING CAPITAL 24% sales growth Y-o-Y Continued Double digit EBITDA margins trajectory for USPA & Tommy Hilfiger

25%

sales growth Y-o-Y Continued Double digit EBITDA margins trajectory for USPA & Tommy Hilfiger 25%+ growth in retail channel Y-o-Y 50%+ growth in footwear and ~25% growth in kids wear business (

50%

digit EBITDA margins trajectory for USPA & Tommy Hilfiger 25%+ growth in retail channel Y-o-Y 50%+ growth in footwear and ~25% growth in kids wear business (Y-o-Y) 47% growth in EBITDA to ₹ 138

47%

in retail channel Y-o-Y 50%+ growth in footwear and ~25% growth in kids wear business (Y-o-Y) 47% growth in EBITDA to ₹ 138 crores (Y-o-Y) 22 days improvement in gross working capital (GWC) R

₹ 138 crore

50%+ growth in footwear and ~25% growth in kids wear business (Y-o-Y) 47% growth in EBITDA to ₹ 138 crores (Y-o-Y) 22 days improvement in gross working capital (GWC) Retail LTL of 17%; led by sharp r

Note

2

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q4 FY23 RESULTS 10 FY23 PERFORMANCE HIGHLIGHTS Q4 FY23 RESULTS 11 Sales 3056 STRONG SCALE UP WITH ~4500 CRORES SALES ( ₹ in crores) • Industry leading growth of 45% led by multi-channel performance with focus on retail execution 4421 • Retail channel mix higher by 400+ bps Y-o-Y to 43% delivering strong LTL and record sell-thru’s • Robust bounce back in offline channels was the key highlight • Continued investments becoming footwear, kids wear etc. strong in adjacent for growth levers categories future – FY22 FY23 Q4 FY23 RESULTS 12 RESULTING IN STRONG PROFITABILITY METRICS EBITDA ( ₹ in crores) PBT and PAT (after minority interest) ( ₹ in crores) 505 128 37 247 -110 FY22 FY23 -267 FY22 PBT FY23 PAT (After minority interest) 330 bps EBITDA margins improvement led by operational efficiencies, sell-thru improvement and scale leverage Q4 FY23 RES

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q4 FY23 RESULTS 14 Q4 FY23 PERFORMANCE HIGHLIGHTS BRAND HIGHLIGHTS Brand Highlights • Annual growth of 600+ Crs NSV in FY23 • Continued domination in casual lifestyle category; significant brand momentum in its journey towards 2,000+ Crs NSV • Top ranked across multiple online portals and department stores • Multiple initiatives to premiumize the brand including better retail experience, product innovation and strong marketing efforts • Focused investment in bottom wear leading to strong growth Y-o-Y • Adjacent category expansion continues to positively aid sales & profitability performance Q4 FY23 RESULTS 16 Brand Highlights • Exceptional swing in sales growth & EBITDA profitability led to completion of brand turnaround • Rollout of super premium ‘1851’ line yielding excellent consumer response • Continued focus on superior retail experience