Arvind Limited — PPTs, 07-11-2025: Investor Presentation

Arvind Ltd posted strong Q2 FY26 results with an 8% YoY revenue growth and a solid 70% increase in PAT, marking its best-ever Q2 performance. The Textile segment saw impressive volume gains: Garments jumped 17% (10.7 Mn pcs), Denim grew 16% (15 Mn Mtr), and Woven volumes reached 35 Mn Mtr at full utilization. The Advanced Material Division (AMD) also expanded by 15% YoY, benefiting from resuming defense orders.

Growth was fueled by robust operational execution, higher capacity utilization, and new customer acquisitions, alongside strategic diversification into new geographies. Sustainable initiatives like supercritical CO2 dyeing technology and partnerships with H&M and Circ Inc. for circular materials underscore the company's future focus, alongside its SBTi net-zero commitment by FY2050.

For Q2 FY26, Revenue stood at ₹2,371 Cr, EBITDA at ₹262 Cr, and PAT at ₹107 Cr. EBITDA margin improved by 41 basis points to 11.0%. Net Debt was ₹1,284 Cr.

Management foresees a healthy Q3 FY26 with AMD growing 18-20% and Garments seeing mid-teen volume growth. Tariffs are expected to impact Q3 EBITDA by ₹25-30 Cr, but cost actions will partially offset this. FY26 CAPEX is projected at ₹400-450 Cr.