Arvind Limited — PPTs, 30-01-2026: Investor Presentation

Arvind delivered a strong Q3 FY26, with revenues up 14% YoY to ₹2373 Cr and EBITDA rising 15% to ₹286 Cr, pushing margins above 12%. Net profit (before exceptional items) grew 17% to ₹125 Cr. Advanced Materials (AMD) and Garmenting were key drivers, expanding revenues by 32% and 23% respectively. AMD hit a record ₹496 Cr revenue, boosted by defense orders and composite business revival. The overall Textile business saw 9% growth, with Denim volumes up 16% and Garmenting consistently delivering over 10 Mn+ pieces.

Cost management and operating leverage fueled margin expansion. The company also improved its sustainability score, ranking 6th globally by S&P DJSI.

Looking ahead, management expects robust demand and a healthy Q4 order book. Full-year FY26 revenue growth for Textiles is projected at 10-12%, and 17-20% for AMD. While tariffs will impact quarterly EBITDA by ₹20-25 Cr, full-year margins are expected to remain stable. FY26 CAPEX is guided at ₹400-450 Cr.