Arvind Limited

rs,

July, 2025 To, BSE Limited Listing Dept. / Dept. of Corporate Services, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001. Security Code: 500101 Security ID: ARVIND Dear Sir/Madam, ww

₹ 200

flect in H2. + New customers onboarded. + AMD - Mass transport business secured a large order (~₹ 200 Cr in 5 years) for Vande Bharat program ➢ Margin pressure arose from higher air freight and additi

10%

s ensures resilient Q1 performance AfVIOD FASHIONING POSSIBILITIES ₹ Cr Revenues 2006 YoY 10% EBITDA 186 14% PAT (Before exceptional items) 53 35% • Consolidated revenues up ~10% driven

14%

t Q1 performance AfVIOD FASHIONING POSSIBILITIES ₹ Cr Revenues 2006 YoY 10% EBITDA 186 14% PAT (Before exceptional items) 53 35% • Consolidated revenues up ~10% driven by volume growth

35%

SSIBILITIES ₹ Cr Revenues 2006 YoY 10% EBITDA 186 14% PAT (Before exceptional items) 53 35% • Consolidated revenues up ~10% driven by volume growth in AMD & Textiles – Denim & Woven volu

9%

nsolidated revenues up ~10% driven by volume growth in AMD & Textiles – Denim & Woven volume up 9% & 8% respectively – Garmenting reported volume of 9.8Mn Pcs – AMD clocked volume growth of 16%

8%

dated revenues up ~10% driven by volume growth in AMD & Textiles – Denim & Woven volume up 9% & 8% respectively – Garmenting reported volume of 9.8Mn Pcs – AMD clocked volume growth of 16% • EBI

16%

up 9% & 8% respectively – Garmenting reported volume of 9.8Mn Pcs – AMD clocked volume growth of 16% • EBITDA growth lower on account of higher cost attributable to absorption of tariff including s

40 bps

including short duration orders & higher absenteeism • EBITDA grew by 14% & margin improved by ~40 bps on a weak base effect Closing Net Debt • Overall debt increased by ₹181 Cr due to a temporary

₹181

& margin improved by ~40 bps on a weak base effect Closing Net Debt • Overall debt increased by ₹181 Cr due to a temporary 1471 1284 (31st Mar 2025) increase in working capital. – Long term debt

₹374

a temporary 1471 1284 (31st Mar 2025) increase in working capital. – Long term debt stands at ₹374 Cr Comparison between Q1 FY26 and Q1 FY25 is skewed by prior-year industrial disruptions and curren

2,0061,83110%

BITDA includes other income 5 All figures in INR CrQ1 FY26Q1 FY25YoY ChangeRevenue from Operations2,0061,83110%Other Income913EBITDA18616314%EBIDTA %9.3%8.9%Interest4140Depreciation6968PBT765441%Tax2211PAT533935

“– Long term debt stands at ₹374 Cr Comparison between Q1 FY26 and Q1 FY25 is skewed by prior-year industrial disruptions and current-year US tariff effects.”

“11.9 5.6 6.4 Q1 FY25 '---------- .---------- 9.3 Million M Domestic Export* S N E V O W Million M Domestic Export* Million Pcs I M N E D S T N E M R A G Q1 FY25 '---------- 32.7 11.7 21.0 35.0 13.0 22.0 33.2 11.7 21.5 Q2 FY25 Q3 FY25 Q4 FY25 13.1 4.9 8.2 12.0 5.4 6.6 14.6 5.1 9.5 Q2 FY25 Q3 FY25 Q4 FY25 ----------.”

“29.1 12.0 17.1 I Q1 FY26 L--------- r--------- 13.0 5.4 7.6 Q1 FY26 '---------- 9.2 9.3 9.5 9.8 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 L--------- Comparison for Q1 FY26 (YoY) • Woven registered a growth of 8% - growth lower on account of higher absenteeism & lean season.”

“* Export volumes includes sales made to export customers and shipments made to their garment factories in India 7 Textile Revenue growth aligns with volume & realization AfVIOD FASHIONING POSSIBILITIES Textile revenues (₹ Cr) +14% 1,536 1,350 Woven 530 Denim 297 Garments 410 Others Inter Segment 218 -105 C) 17% C) 11% C) 18% 619 329 485 219 -116 Q1 FY25 Q1 FY26 Q1 (YoY) • Revenue growth in woven reflected the combined impact of YoY increase in volume and realization.”

“Denim 10.3 8.4 206 207 Wovens 7.4 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 I I I Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 L ________ J L ________ J 9 Advanced Materials 16% volume growth offset by adverse product mix; margins impacted by higher customer discounts.”

“• Mass transport business secured a large order for Vande Bharat program • Decline in Composite segment is attributed to procurement pause in tariff-linked delays in US- oriented business 329 170 Human Protection Industrials 60 Composites 99 +7% 351 188 86 78 EBITDA margins (%) Q1 FY25 Q1 FY26 13.9% 12.9% 10 Outlook for Q2 FY26 & Beyond AfVIOD FASHIONING POSSIBILITIES Macro Economic conditions 1.”

“Our integrated Fabric - Garment offering finding strong traction among large accounts, steadily increasing garment volumes poise us well to capture this opportunity (expected to grow by 14%-17%) Expect improving performance in the coming quarters - Garment and AMD expected to clock double digit growth in H2, with improvement in margins.”

“Expect Defense and few higher value customer programs in AMD to revive in H2 3.”

“Expected to touch ₹450 Cr to 475 Cr in full year FY26.”

REGISTERED OFFICE

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Industrials

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Composites

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REGISTERED OFFICE

Arvind Limited Naroda Road, Ahmedabad - 382 345, Gujarat, India. Phone: +91 79 6826 8000 I Email: info(qarvind.in CIN : L 17119GJ1931 PLC000093 A f ic S 1 l lf ] t E J\rVIOD FASHIONING POSSIBILITIES Arvind Limited Q1 FY26 Results Investor Review Note 29th July 2025| Ahmedabad Safe harbour statement AfVIOD FASHIONING POSSIBILITIES Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. None of Arvind Limited or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its content or otherwise arising in connection with this document. This document does not consti

Composites

• Mass transport business secured a large order for Vande Bharat program • Decline in Composite segment is attributed to procurement pause in tariff-linked delays in US- oriented business 329 170 Human Protection Industrials 60 Composites 99 +7% 351 188 86 78 EBITDA margins (%) Q1 FY25 Q1 FY26 13.9% 12.9% 10 Outlook for Q2 FY26 & Beyond AfVIOD FASHIONING POSSIBILITIES Macro Economic conditions 1. Global esp US business environment remains uncertain as trade discussions continue to be in progress 2. UK FTA expected to trigger fresh demand shift to India 3. Indian textile and apparel market is showing resumed growth (8% growth in June). Early festival season promises continuing momentum Business 1. Despite the uncertainty, our Textiles and AMD order books show strong momentum - global buyer's interest to explore & expand India sourcing clearly visible 2. Our integrated Fabric - Garment offering finding strong traction among large accounts, steadily increasing garment volumes poise us wel