ARVINDNSEArvind Limited· Textile ProductsMediumPositive
Announced Wed, 6 May · 18:44 IST

Arvind Limited has informed the Exchange about General Updates

Listed Co AcquisitionStrategic Transactions View source PDF

ARVIND · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+11.8%1-day move
₹389.00
prior close
₹405.00
base price
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AI summary

Arvind's wholly-owned subsidiary AAML (Arvind Advanced Materials) has acquired ~61% controlling stake in US-based Dalco-GFT for $136 million (valued at 7.75x CY25 EV/EBITDA). Dalco-GFT is a manufacturer of needle-punched non-woven technical textiles with ~$100 million revenue, 17% EBITDA margin, and 40% ROCE in CY25. The company operates two manufacturing facilities in North and South Carolina with 75 million pounds annual capacity, serving automotive, geotextiles, industrial, and furniture sectors. The deal is margin and EPS accretive from year one and financed through debt at both AAML and Dalco-GFT levels. AAML plans to acquire remaining stake over 4 years.

Likely market impact

This acquisition gives Arvind immediate entry into the world's largest technical textile market ($2.5 billion US TAM) with an established, high-margin platform. The deal diversifies revenue geographically and is expected to accelerate AAML's growth to 18-20%, which is positive for Arvind shareholders.