Motilal Oswal issues Buy ratings on Arvind Fashions (target Rs 620, 33% upside) citing the D2C-led Arvind 3.0 strategy and USPA traction, and on Campus Activewear (target Rs 325, 40% upside) on ASP growth, premiumisation and expansion into sneakers, women's and kids categories. Brokerage models 13% revenue CAGR and 155bp Ebitda margin expansion over FY26-28.

Business Today · Latest · 5/26/2026, 2:52:14 AM

India's first homegrown denim label is being repositioned by parent Arvind Fashions around unisex silhouettes and digital-first engagement, a bid to reclaim mindshare in a youth apparel market now dominated by global fast-fashion and D2C challengers.

The Hindu BusinessLine · 5/18/2026, 1:09:27 AM

Vice Chairman Kulin Lalbhai said brands like USPA, Tommy Hilfiger and Calvin Klein have significant headroom in India through underpenetrated store expansion, larger formats, and new categories spanning footwear, womenswear, kidswear and innerwear, alongside accelerating online momentum.

CNBC-TV18 · Retail · 5/14/2026, 1:20:47 AM

Arvind Fashions' flagship brand US Polo has crossed ₹2,500 crore in revenue, with management flagging further headroom. Growth will be driven by exclusive brand outlets and e-commerce across apparel, footwear and accessories, complemented by inorganic expansion via acquisitions.

CNBC-TV18 · Retail · 5/14/2026, 1:19:36 AM

Kulin Lalbhai outlines a medium-term playbook anchored in premium and casual demand across US Polo, Tommy Hilfiger, Calvin Klein, Arrow and Flying Machine. The group targets 120-150 store additions annually, continued e-commerce scaling at ~30% revenue share, margin expansion and consistent double-digit growth.

CNBC TV18 · Retail · 5/13/2026, 10:27:43 PM

Shailesh Chaturvedi's Neopolis Brands raised ₹90 crore from Ashish Kacholia, Alchemy Capital, Brandix and Manipal to license and scale international women's apparel and accessories brands in India. Targets 100+ stores per brand across 40-50 cities and ₹500 crore revenue per brand, with 30-40% from e-commerce and quick commerce.

The Hindu BusinessLine · 5/13/2026, 9:40:59 PM

Q4FY26 revenue ₹1,365 cr (+15% YoY), EBITDA ₹189 cr (+19%), margin at 14%. US Polo crossed ₹2,500 cr in annual revenue. Company adding 1.5 lakh sq ft offline (~15% expansion), targeting direct channels at 65% of mix in 3 years and 50 bps margin improvement.

CNBC TV18 · Retail · 5/13/2026, 9:38:29 PM