Arvind Limited — PPTs, 29-07-2025: Investor Presentation

Here is the financial summary for Arvind Limited's Q1 FY26:

**1. Financial Highlights:**

Arvind Ltd. reported Q1 FY26 consolidated revenue up 10% YoY to ₹2,006 Cr. EBITDA increased 14% to ₹186 Cr, with margins improving to 9.3%. Profit after Tax (before exceptional items) surged 35% to ₹53 Cr. Net debt saw a temporary increase of ₹181 Cr, reaching ₹1,471 Cr due to working capital needs.

**2. Strategic Initiatives & Growth Drivers:**

The company is implementing margin protection and overhead reduction initiatives, with gains expected in H2. Strategic focus areas include onboarding new customers, expanding verticalization in garmenting, and securing large orders like AMD's ~₹200 Cr Vande Bharat program. Ongoing capex programs are on track, with FY26 spend projected at ₹450-475 Cr.

**3. Business Developments:**

Garmenting achieved its highest ever quarterly revenue with volumes nearing 10 million pieces. Textiles volumes grew, with Denim up 9% and Wovens up 8%. Advanced Materials (AMD) saw 16% volume growth, though overall AMD segment revenue was impacted by defense order delays and tariff-related procurement pauses in composites.

**4. Market Position & Competitive Advantage:**

A diversified business model contributes to resilient performance amid market uncertainties. The integrated Fabric-Garment offering is gaining strong traction, enhancing the company's competitive edge. Growing global buyer interest in India as a sourcing hub is a clear positive for order books.

**5. Investor Implications:**

Despite some short-term tariff pressures, the strong order book and strategic cost management efforts indicate positive growth potential. Anticipated double-digit growth for Garmenting and AMD in H2, coupled with expected revival of higher-value AMD programs, signals improving performance ahead. Investors should monitor working capital and debt levels.