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

8.5%

ge to aid EBITDA & PAT margins expansion control cost Achievement • Segment leading growth of ~8.5%, despite challenging demand environment • EBITDA growth of 17%, margin up 100 bps Y-o-Y. Compara

17%

nt • Segment leading growth of ~8.5%, despite challenging demand environment • EBITDA growth of 17%, margin up 100 bps Y-o-Y. Comparable PAT growth of 70%+ • Continued investments drive market shar

100 bps

leading growth of ~8.5%, despite challenging demand environment • EBITDA growth of 17%, margin up 100 bps Y-o-Y. Comparable PAT growth of 70%+ • Continued investments drive market share gains • Product

70%

ging demand environment • EBITDA growth of 17%, margin up 100 bps Y-o-Y. Comparable PAT growth of 70%+ • Continued investments drive market share gains • Product innovation in advertisement to •

5.5%

ustomer experience, lower discounting • Sharp rigor on retail experience resulted in retail LTL of 5.5% and gross margins increase of 130 bps • Expand new retail format(s) for existing brands • Expande

130 bps

ng • Sharp rigor on retail experience resulted in retail LTL of 5.5% and gross margins increase of 130 bps • Expand new retail format(s) for existing brands • Expanded to 4 Club A stores, deepened USPA &

4x

ntinue • Further improvement in ROCE & ROE • NWC days remained stable at 58 days; stock turn of ~4x • Gross debt lower by 76 Crs Y-o-Y • Achieved milestone of ROCE of 20%+ 6 Q4 FY25 BUSINESS HIGH

20%

at 58 days; stock turn of ~4x • Gross debt lower by 76 Crs Y-o-Y • Achieved milestone of ROCE of 20%+ 6 Q4 FY25 BUSINESS HIGHLIGHTS QUARTERLY SALES GROWTH DRIVERS CHANNEL-WISE PERFORMANCE EBIT

9%

ERFORMANCE EBITDA & PAT GROSS MARGINS WORKING CAPITAL & ROCE Witnessed revenue momentum with ~9% growth Y-o-Y; despite muted market conditions Retail LTL of 5.2%; aided by sharp execution dri

5.2%

Witnessed revenue momentum with ~9% growth Y-o-Y; despite muted market conditions Retail LTL of 5.2%; aided by sharp execution driving superior customer experience & lower emphasis on EOSS Adjace

15%

ower emphasis on EOSS Adjacent categories like womenswear & innerwear witnessed strong growth ~15% growth in retail channel with healthy LTL & lower discounting; revenue mix higher at 42% EBITDA

“This will be ROCE accretive, going forward o Company absorbed significant amount of carried forward losses on account of business generating profits, however, tax amount of Rs.”

“120 Crs is a non-cash item and hence has no impact on the cashflow of the company (AFL) • Excluding this charge, PAT for Q4 FY25 would be Rs.”

“85 Crs for FY25 (70%+ growth Y-o-Y) • Summarizing, recurring benefits going forward (as per management estimates) ✓ Saving of ~10% tax due to movement to lower tax regime, leading to increase in reported PAT in future ✓ Increases consolidated ROCE by 150-200 bps, due to lower capital employed Q4 FY25 RESULTS 10 CHANNEL MIX Q4 FY24 Q4 FY25 40% 25% 35% 42% 25% 33% Wholesale (MBO + Dept.”

“Stores) Retail Online & Others Q4 FY25 RESULTS 11 FY25 PERFORMANCE HIGHLIGHTS Q4 FY25 RESULTS 12 4-YEAR JOURNEY – CONSISTENT FINANCIAL PERFORMANCE TRACK RECORD 18% CAGR 4069 4259 Sales 2784 FY22 FY23 FY24 36% CAGR 473 11.6% 544 12.8% 254 9.1% FY22 ) s e r o r c n i ₹ ( 700 600 500 ) s e r o r c 400 300 n i ₹ 200 ( 100 0 4620 Gross Margin % 830 bps 52.2% 53.5% 49.2% 45.2% FY25 637 13.8% 15.”

“addition stood at ~1.22L Q4 FY25 RESULTS 14 LEADING TO CONTINUED PROFITABILITY IMPROVEMENT EBITDA ( ₹ in crores) PBT and PAT * 637 544 164 50 ( ₹ in crores) 225 85 FY24 FY25 FY24 FY25 * For continuing business excluding 120 Crs of exceptional DTA impact in Q4 FY25 PBT PAT* Improvement in EBITDA margins by 100 bps Y-o-Y aided by favorable channel mix, control over discounting & various other costs Q4 FY25 RESULTS 15 CHANNEL MIX FY24 FY25 42% 27% 31% 43% 28% 29% Wholesale (MBO + Dept.”

“stores • Adjacent categories like innerwear, womenswear & footwear witnessed strong growth momentum Q4 FY25 RESULTS 21 Brand Highlights • Significant improvement in EBITDA margins and other KPIs • Continued growth agenda with emphasis on product innovation, e.g.”

“Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine, Arrow and Calvin Klein Q4 FY25 RESULTS 26 FY25 - GROUPWISE PERFORMANCE Sales FY24 FY25 % Growth Power Brands 4620 4259 8.5% Total 4620 4259 8.5% (₹ in crores) EBITDA FY24 544 544 % Growth 17% 17% FY25 637 637 EBITDA % FY25 FY24 13.8% 12.8% 13.8% 12.8% Revenue growth acceleration coupled with operational efficiencies led to 100 bps improvement in profitability”

Note

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1

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Investor Presentation on Audited Standalone and Consolidated Financial Results of the Company for the fourth quarter and financial year ended on March 31, 2025 Ref.: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Investor Presentation issued by the Company in respect of Audited Standalone and Consolidated Financial Results of the Company for the fourth quarter and financial year ended on March 31, 2025. 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 – 382345 CIN: L52399GJ2016PLC085595 Q4 FY25 RESULTS PRESENTATION Q4 FY25 RESULTS May | 2025 DISCLAIMER This document by Arvind Fashions Limited (‘the Company’) contains forward-looking statemen

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine, Arrow and Calvin Klein Q4 FY25 RESULTS 26 FY25 - GROUPWISE PERFORMANCE Sales FY24 FY25 % Growth Power Brands 4620 4259 8.5% Total 4620 4259 8.5% (₹ in crores) EBITDA FY24 544 544 % Growth 17% 17% FY25 637 637 EBITDA % FY25 FY24 13.8% 12.8% 13.8% 12.8% Revenue growth acceleration coupled with operational efficiencies led to 100 bps improvement in profitability

Note

Power Brands – US Polo Assn., Tommy Hilfiger, Flying Machine, Arrow and Calvin Klein Q4 FY25 RESULTS 27 Q4 & FY25 RESULTS Q4 FY25 RESULTS 28 Q4 FY25 - PERFORMANCE SNAPSHOT ( ₹ in crores) Q4 FY25 Q4 FY24 1189 11 1200 170 66 139* 21 (93) (0) (93) 1094 13 1107 148 54 13 15 25 (1) 24 Revenue from Operations Other Income Total Income EBITDA PBT Taxes Minority Interest PAT Profit/(loss) from discontinued operations Reported PAT * includes 120 Crs of exceptional DTA charge Q4 FY25 RESULTS 29 FY25 - PERFORMANCE SNAPSHOT ( ₹ in crores) Revenue from Operations Other Income Total Income EBITDA Exceptional item PBT Taxes Minority Interest PAT Profit/(loss) from discontinued operations Reported PAT FY25 4620 35 4655 637 - 225 191* 69 (34) (1) (36) FY24 4259 34 4293 544 (6) 164 57 56 50 31 81 * includes 120 Crs of exceptional DTA charge. Comparable FY25 PAT (for continuing operations) growth of 70%+ Q4 FY25 RESULTS 30 BALANCE SHEET AS ON 31-MAR-2025 ( ₹ in crores) 31-Mar-25 31-Mar-24 1164 390 1554 1