Arvind Limited
1,409words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
62%
68%
60%
11.0%
10.3%
11.3%
11.6%
11.8%
15.1%
2,1151,30562%
21212274%
10.0%
Speaking time
1
1
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Opening remarks
Tailwinds
• Strong demand across all segments – human protection, industrial belts and filters, composites • Business mix continues to shift towards higher margin products • Focused efforts to build key accounts starting to deliver good repeat/continuing business
Headwinds
• Input costs continue to surge – price increases lag Q2 FY21 Q2 FY22 cost increases despite best efforts EBITDA margin 15% 12% • Logistics challenges and costs continue to hamper the largely export oriented businesses 10 Forward looking commentary regarding Q3 FY22 Both export and domestic demand expected to stay strong • Export customers have already preponed ordering for Summer 22 and brands continue to project strong momentum • Domestic market likely to stay strong post festival buying • Overall demand may get hampered if fresh wave of infections set-in Revenue to grow by over 40% over Q3 FY 21 (4-5% sequentially) • Marginal increase in volumes in textiles and AMD • Price increases to mitigate cost push EBIDTA to increase • EBIDTA to grow over Q2 FY 22 due to volume growth & price increases to take care of cost push Expect to reduce debt further during Q3 11 Thank You!
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