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

4%

QUARTERLY SALES POWER BRANDS CHANNEL-WISE PERFORMANCE GROWTH DRIVERS GROSS MARGINS EBITDA 4% sales growth Y-o-Y, leading to the best ever Q1 revenues Improvement in EBITDA margins by 130

130 bps

4% sales growth Y-o-Y, leading to the best ever Q1 revenues Improvement in EBITDA margins by 130 bps (Y-o-Y) Strong growth in retail and department store channel Y-o-Y 30%+ growth in footwear an

30%

EBITDA margins by 130 bps (Y-o-Y) Strong growth in retail and department store channel Y-o-Y 30%+ growth in footwear and 12% growth in kids wear business (Y-o-Y) Continued progress on healthy

12%

Y-o-Y) Strong growth in retail and department store channel Y-o-Y 30%+ growth in footwear and 12% growth in kids wear business (Y-o-Y) Continued progress on healthy sell-thru’s across brands; no

₹ 116 crore

) Continued progress on healthy sell-thru’s across brands; not resorted to early EOSS EBITDA at ₹ 116 crores; 24% growth Y-o-Y Retail LTL of 4%; despite muted consumer demand Maintained double digit EB

24%

ogress on healthy sell-thru’s across brands; not resorted to early EOSS EBITDA at ₹ 116 crores; 24% growth Y-o-Y Retail LTL of 4%; despite muted consumer demand Maintained double digit EBITDA m

70%

espite muted consumer demand Maintained double digit EBITDA margins for USPA & Tommy Hilfiger 70%+ growth in online direct-to-consumer business (marketplace + NNNow) Adjacent categories demons

340 bps

egories demonstrated strong growth momentum Positive LTL along with other efficiencies led to 340 bps improvement in gross margin (Y-o-Y) EBITDA margins higher by 190+ bps led by gross margins imp

2%

Y24 Q1 FY23 Q1 FY24 Q1 FY23 Power Brands Emerging Brands Total 760 197 957 749 171 920 2% 15% 4% 94 22 116 83 11 94 12.4% 11.1% 11.0% 6.1% 12.1% 10.2% Operating leverage in p

15%

Q1 FY23 Q1 FY24 Q1 FY23 Power Brands Emerging Brands Total 760 197 957 749 171 920 2% 15% 4% 94 22 116 83 11 94 12.4% 11.1% 11.0% 6.1% 12.1% 10.2% Operating leverage in power

12.4%

Brands Emerging Brands Total 760 197 957 749 171 920 2% 15% 4% 94 22 116 83 11 94 12.4% 11.1% 11.0% 6.1% 12.1% 10.2% Operating leverage in power brands coupled with strong revenue g

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Investor Presentation on Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on 30th June 2023 Ref.: Regulations 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulations 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Investor Presentation issued by the Company in respect of Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended 30th June 2023. You are requested to take the same on records. Thanking you, Yours faithfully, For Arvind Fashions Limited Lipi Jha Company Secretary Encl: As above. Regd Office: Main Building, Arvind Limited Premises, Naroda Road, Ahmedabad – 380 025. CIN: L52399GJ2016PLC085595 Q1 FY24 RESULTS PRESENTATION Q1 FY24 RESULTS Aug | 2023 DISCLAIMER This document by Arvind Fashions Limited (‘the Company’) contains forward-looking statements that represent our beliefs, projections and

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q1 FY24 RESULTS 10 Q1 FY24 PERFORMANCE HIGHLIGHTS BRAND HIGHLIGHTS Brand Highlights • Continued domination in casual lifestyle category in its journey towards 2,000+ Crs NSV • Driving product innovation to premiumize the brand and significant investments in marketing initiatives • Investment in bottom wear continuing to deliver strong outcomes • Adjacent categories to strengthen the brand; recent launch of Athleisure line through a new line ‘USPA Sports’ continue Q1 FY24 RESULTS 12 Brand Highlights • Despite slowdown lower wedding calendar, brand continued its journey of profitable growth and • Further rollout of super premium ‘1851’ line yielded excellent results • Strong in sell-thru’s recently launched ‘Autopress’ product line and continued focus on superior retail experience Q1 FY24 RESULTS 13 Brand Highlights • Launched identity new brand