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

Rs. 216

saction Transaction closure, payouts and timelines • Total cash consideration received by AFL is Rs. 216 Crs • Transaction closed effective 3-Nov-23 • ABBRL ceases to be subsidiary of AFL Way forward •

7%

LY SALES POWER BRANDS CHANNEL-WISE PERFORMANCE GROWTH DRIVERS GROSS MARGINS EBITDA & ROCE 7% sales growth Y-o-Y, leading to the highest ever Q2 revenues Steady improvement in EBITDA margi

13.2%

h Y-o-Y, leading to the highest ever Q2 revenues Steady improvement in EBITDA margins Y-o-Y to 13.2% 15%+ growth across retail and MBO channel Y-o-Y Retail LTL of 9%; despite challenging market

15%

, leading to the highest ever Q2 revenues Steady improvement in EBITDA margins Y-o-Y to 13.2% 15%+ growth across retail and MBO channel Y-o-Y Retail LTL of 9%; despite challenging market condi

9%

in EBITDA margins Y-o-Y to 13.2% 15%+ growth across retail and MBO channel Y-o-Y Retail LTL of 9%; despite challenging market conditions Significant investments in advertising across all brand

65%

brands Continued strong traction in online direct-to-consumer business (marketplace + NNNow); 65% growth Y-o-Y Continued double digit EBITDA margin profile for USPA & Tommy Hilfiger ~20% grow

20%

ow); 65% growth Y-o-Y Continued double digit EBITDA margin profile for USPA & Tommy Hilfiger ~20% growth in footwear Y-o-Y; launch of Flying Machine footwear Product innovation across brands –

₹ 152 crore

EBOs; H1 addition stood at 91 Strong sell-thru’s across brands for SS’23 Highest ever EBITDA at ₹ 152 crores; 11% growth Y-o-Y Strong LTL along with higher retail channel mix led to ~510 bps improvement

11%

ion stood at 91 Strong sell-thru’s across brands for SS’23 Highest ever EBITDA at ₹ 152 crores; 11% growth Y-o-Y Strong LTL along with higher retail channel mix led to ~510 bps improvement in g

510 bps

ITDA at ₹ 152 crores; 11% growth Y-o-Y Strong LTL along with higher retail channel mix led to ~510 bps improvement in gross margin (Y-o-Y) EBITDA margins higher by ~50 bps despite higher advertisin

50 bps

tail channel mix led to ~510 bps improvement in gross margin (Y-o-Y) EBITDA margins higher by ~50 bps despite higher advertising spends by ~100 bps in Q2 (Y-o-Y) ROCE (TTM) at ~14% Q2 FY24 RESULT

Note

2

Sub

1

Sub

Investor Presentation on Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on September 30, 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 September 30, 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 Q2 FY24 RESULTS PRESENTATION Q2 FY24 RESULTS Nov | 2023 DISCLAIMER This document by Arvind Fashions Limited (‘the Company’) contains forward-looking statements that represent our beliefs, projecti

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q2 FY24 RESULTS 20 H1 FY24 - GROUPWISE PERFORMANCE Sales H1 FY23 H1 FY24 (₹ in crores) EBITDA EBITDA % % Growth H1 FY24 H1 FY23 H1 FY24 H1 FY23 Power Brands 1808 1746 Emerging Brands 416 356 Total 2224 2102 3% 17% 6% 232 36 268 214 16 230 12.8% 12.3% 8.5% 4.5% 12.0% 11.0% Continued sharper focus on profitability & cost optimization leading to EBITDA margins higher by 100 bps

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine and Arrow Emerging Brands – Calvin Klein, Sephora, Ed Hardy, Aeropostale and Others Q2 FY24 RESULTS 21 Q2 & H1 FY24 RESULTS Q2 FY24 RESULTS 22 Q2 FY24 - PERFORMANCE SNAPSHOT ( ₹ in crores) Q2 FY24 Q2 FY23 Revenue from Operations 1267 1182 Other Income 5 20 Total Income 1272 1202 EBITDA PBT Taxes Minority Interest PAT 152 136 48 11 15 22 45 17 10 18 Q2 FY24 RESULTS 23 Sharp focus on improving profitability H1 FY24 - PERFORMANCE SNAPSHOT ( ₹ in crores) H1 FY24 H1 FY23 Revenue from Operations 2224 2102 Other Income 15 22 Total Income 2240 2124 EBITDA PBT Taxes Minority Interest PAT 268 230 63 30 27 5 58 22 19 18 Q2 FY24 RESULTS 24 EFFICIENT WORKING CAPITAL MANAGEMENT ( ₹ in crores) Sep’23 Sep’22 Jun’23 Inventory 1283 1221 1174 Inventory days Receivables Debtor days GWC GWC days Payables Creditor days NWC NWC days 93 644 45 1927 138 1153 83 774 55 95 686 53 1908 148 1342 101 566 46 93 451 46 1625 139 916 88 709 52 Note for days c