ARVINDNSEQ4 & FY2615 May 2026

Arvind Limited

2,009words
7turns
0analyst exchanges
0executives
Key numbers — 40 extracted
₹23.5
of sustained disruption ➢ Margin expansion was partly impacted by tariff ➢ One time provision of ₹23.5 Cr (net of tax) due to implementation of new Labour Code + Consolidated Revenue & EBITDA reaches
37 bps
Consolidated Revenue & EBITDA reaches all time high & grew double digit while margins improved by 37 bps + Significant improvement in free cash generation (post capex) on account of higher profit & bet
20%
better working capital discipline + Advanced materials achieves guided growth trajectory of 18-20% on account of better performance in H2 + Textile business reports robust volume growth in Denim &
₹2000
ting + Garmenting division records 3rd consecutive quarter of 10 Mn+ Pcs. (~42 Mn p.a) & crosses ₹2000 of topline + New opportunity beacons on account of multiple FTA’s signed by India (EU, UK, New Ze
136 million
S. market through the acquisition of Dalco-GFT via its WOS AAML, at an enterprise value of ~ USD 136 million. AAML: Arvind Advanced Materials Limited | AL: Arvind Limited | WOS: Wholly owned subsidiary 3 Q
15%
olume growth with margin expansion AfVIOD FASH IONING POSSIBILITIES ₹ Cr Revenues 2553 YoY 15% EBITDA 327 19% PAT (Before exceptional items) 158 2% • Textile – – Double digit volume gr
19%
margin expansion AfVIOD FASH IONING POSSIBILITIES ₹ Cr Revenues 2553 YoY 15% EBITDA 327 19% PAT (Before exceptional items) 158 2% • Textile – – Double digit volume growth across key se
2%
SIBILITIES ₹ Cr Revenues 2553 YoY 15% EBITDA 327 19% PAT (Before exceptional items) 158 2% • Textile – – Double digit volume growth across key segments i.e Denim & Garments Favourable p
14%
e growth across key segments i.e Denim & Garments Favourable product mix & realisation gain led to 14% growth in revenue & EBITDA with margin at 11.2% • Advance Materials – Advance Materials Busines
11.2%
nts Favourable product mix & realisation gain led to 14% growth in revenue & EBITDA with margin at 11.2% • Advance Materials – Advance Materials Business registers a record performance of ₹546 Cr of r
₹546
rgin at 11.2% • Advance Materials – Advance Materials Business registers a record performance of ₹546 Cr of revenue & ₹95 Cr of EBITDA, achieving a growth of 21% & 37% respectively – Margins improves
₹95
ce Materials – Advance Materials Business registers a record performance of ₹546 Cr of revenue & ₹95 Cr of EBITDA, achieving a growth of 21% & 37% respectively – Margins improves by ~200 bps on accou
Guidance — 5 items
REGISTERED OFFICE
opening
Closing net debt 1172 1284 (31th Mar 2025) • Overall net debt reduced by ₹112 Cr during the year on account of better free cash generation • ROCE improved by ~120 bps to reach 13.8% *Before exceptional items 5 Q4 & Full Year FY26 | Summary P&L Double Digit growth in top line & bottom line.
Note
opening
12 Advanced Materials Advanced Materials business back to full throttle in FY26, touches ~₹550 Cr in Q4 AMD performance summary Comments AfVIOD FASH IONING POSSIBILITIES ₹ Cr
Overall
opening
+21% 546 328 103 115 451 263 Human Protection Industrials 86 Composites 101 +19% 1,839 1,544 834 302 407 988 393 457 Q4 FY25 Q4 FY26 FY25 FY26 EBITDA margins (%) • Highest-ever quarterly revenue & EBITDA backed by volume growth • Q4 Margins improved by ~200 bps to cross 17%.
Overall
opening
driven by favorable product mix, operating leverage & reversal of earlier expense provisions (including tariff) made during previous quarter of FY26
Composites
opening
• However, there may be disruption in demand especially in second half due to increase in inflation and other global uncertainties impacting discretionary consumption Margins • Input costs across product lines have risen sharply, which may exert margin pressure in H1 FY27; margin recovery is expected in H2, subject to easing of geopolitical tensions.
Risks & concerns — 2 flagged
• However, there may be disruption in demand especially in second half due to increase in inflation and other global uncertainties impacting discretionary consumption Margins • Input costs across product lines have risen sharply, which may exert margin pressure in H1 FY27; margin recovery is expected in H2, subject to easing of geopolitical tensions.
Composites
Dalco- GFT • The above outlook does not include the financial impact of the consolidation of the newly acquired Dalco-GFT in Arvind Ltd.’s books.
Composites
Speaking time
Sub.
1
REGISTERED OFFICE
1
Note
1
Overall
1
Human Protection
1
Industrials
1
Composites
1
Opening remarks
Sub.
Investor Presentation on Audited financial results for the financial year ended on 31st March, 2026 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 audited financial results for the financial year ended on 31st March, 2026. Kindly take the above information on record and acknowledge. Thanking you, Yours faithfully, For, Arvind Limited Pritesh Shah Company Secretary Encl. – As above
REGISTERED OFFICE
Arvind Limi ted Naroda Road, Ahmedabad - 382 345, Gu jarat, Ind ia. Phone: +9 1 79 6826 8000 I Email: info(clarvind.in CIN: L 17119GJ1931 PLC000093 J\ AfVIOD FASHIONING POSSIBILITIES Arvind Limited Q4 & FY26 Results Investor Review Note 15th May 2026| Ahmedabad Safe harbour statement AfVIOD FASH IONING 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 constitute an offer
Note
Full year FY26 ROCE considering normalized EBIT# and invested capital in use* improved by ~37 bps to ~15.5% (Reported ROCE is 13.8%) @Reported revenue for textile division stood at ₹1977 Cr for Q4 & ₹7148 for full year FY26, the difference of 137 Cr (₹1977 - ₹1841) for Q4 & 251 Cr (₹7148 - ₹6897) for FY26 respectively, represents inter segment sales between textile & Advance Materials business which is eliminated to present a fair picture # excluding one offs| *Capital Employed { without CWIP} | Inter Segment constitutes elimination in consolidation for inter segment transactions 7 ParticularsQ4 FY26Q4 FY25Δ YoYBusinessRevenueEBIDTA EBIDTA %ROCE %RevenueEBIDTA EBIDTA %ROCE %RevenueTextiles @184120711.2%17.5%161418111.2%15.5%14.0%Advanced Material5469517.3%40.6%4516915.4%27.3%21.1%Others2192520125Inter Segment @-52-46Total255332712.8%17.9%222127512.4%15.7%15.0%ParticularsΔ YoYBusinessRevenueEBIDTA EBIDTA %ROCE %RevenueEBIDTA EBIDTA %ROCE %RevenueTextiles @689770910.3%14.3%617462610.1%12
Overall
+21% 546 328 103 115 451 263 Human Protection Industrials 86 Composites 101 +19% 1,839 1,544 834 302 407 988 393 457 Q4 FY25 Q4 FY26 FY25 FY26 EBITDA margins (%) • Highest-ever quarterly revenue & EBITDA backed by volume growth • Q4 Margins improved by ~200 bps to cross 17%. driven by favorable product mix, operating leverage & reversal of earlier expense provisions (including tariff) made during previous quarter of FY26
Human Protection
• Value-added product mix, Healthy order book in Defense and strong customer execution enabled sustained growth in revenues and margins.
Industrials
• Robust volumes and an improved product mix across portfolio supported better asset utilization and higher margins. 15.4% 17.3% 15.0% 15.1%
← All transcriptsARVIND stock page →