Arvind Limited
1,824words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
20
MW
40 bps
7%
10%
15%
52%
14%
30 bps
₹35
₹394
8%
Guidance — 3 items
Composites
opening
“• Revenue growth powered by strong volume growth as key accounts continued to scale-up especially in Cooling Towers business Q4 FY24 Q4 FY25 FY24 FY25 • Glass fabrics volumes remained soft, as demand in European Wind segment slowed down EBITDA margins (%) 15.8% 15.4% 15.6% 15.0% 13 Outlook for FY26 Outlook for FY26 • The global macro and geopolitical environment is quite uncertain and marked by increasing volatility while offering clear opportunities.”
Composites
opening
“• On cost front, Cotton price entered a stable price regime and continues to be range bound, currently all leading indicators also suggests towards a stable price system going forward.”
Composites
opening
“• Given the prevailing uncertainty, it's premature to provide FY26 guidance, as the business environment remains hard to predict; however, the long-term strategy stays on course.”
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Risks & concerns — 2 flagged
• Revenue growth powered by strong volume growth as key accounts continued to scale-up especially in Cooling Towers business Q4 FY24 Q4 FY25 FY24 FY25 • Glass fabrics volumes remained soft, as demand in European Wind segment slowed down EBITDA margins (%) 15.8% 15.4% 15.6% 15.0% 13 Outlook for FY26 Outlook for FY26 • The global macro and geopolitical environment is quite uncertain and marked by increasing volatility while offering clear opportunities.
— Composites
• Margins may be under pressure as some of the tariff increase is being absorbed in the sales price, However measures are being taken to protect margin through additional volumes & cost optimization.
— Composites
Speaking time
1
1
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Opening remarks
Composites
• Revenue growth powered by strong volume growth as key accounts continued to scale-up especially in Cooling Towers business Q4 FY24 Q4 FY25 FY24 FY25 • Glass fabrics volumes remained soft, as demand in European Wind segment slowed down EBITDA margins (%) 15.8% 15.4% 15.6% 15.0% 13 Outlook for FY26 Outlook for FY26 • The global macro and geopolitical environment is quite uncertain and marked by increasing volatility while offering clear opportunities. A potential bilateral treaty with the US could further benefit the Indian textile sector. • Demand for garments and fabrics continue to remain strong. • Positive signals from key US customers to increase business. • UK FTA provides an alternative geography for expansion. • On cost front, Cotton price entered a stable price regime and continues to be range bound, currently all leading indicators also suggests towards a stable price system going forward. • Margins may be under pressure as some of the tariff increase is being absorbed in the
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