ARVINDNSEArvind Limited· Textile ProductsMediumNeutral
Announced Thu, 15 May · 13:25 IST

Arvind Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureMgmt Guided Margin ImprovementMgmt Evaded Key QuestionInvestor Communications 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

Awaiting price reaction for this filing.

AI summary

Arvind Limited reported FY25 consolidated revenue of ₹8,329 Cr, up 8% year-on-year, with EBITDA at ₹919 Cr (up 4%) and PAT before exceptional items at ₹353 Cr (up 6%). Q4FY25 was stronger, with revenue of ₹2,221 Cr (+7%), EBITDA of ₹275 Cr (+10%), and PAT of ₹151 Cr (+52%, boosted by deferred tax asset creation). The Advanced Materials (AMD) segment posted its highest-ever full-year EBITDA of ₹231 Cr at a 15% margin, while the Textiles segment saw revenue grow 6% but EBITDA margin slip from 11.1% to 10.1% due to a Q1 industrial action. Net debt rose modestly by ₹35 Cr to ₹1,284 Cr. The company regained the No. 1 spot in India's S&P DJSI sustainability ranking and signed a power purchase agreement with a Torrent Power subsidiary for a 20 MW hybrid plant, expected to add 30-40 bps to margins from Q3FY27.

Likely market impact

Shareholders get a mixed picture: steady revenue growth and improving returns (normalized ROCE up 190 bps to 14.7%), but margins in core Textiles remain pressured. Management has declined to give FY26 guidance citing US tariff uncertainty and warned that margins may stay under pressure, though the long-term hybrid power deal and AMD strength are positive structural signals.