Investor Presentation for Financial Results of the Company for the quarter and year ended on 31st March, 2026.
ARVIND · price
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Arvind Ltd reported record FY26 results with consolidated revenue crossing ₹9,303 Cr (up 12%) and EBITDA at ₹1,061 Cr (up 15%), both all-time highs. PAT before exceptional items grew 21% to ₹444 Cr. Q4 was particularly strong — EBITDA of ₹327 Cr (up 19% YoY) with margin at 12.8%, the highest ever quarterly margin. Net debt reduced by ₹112 Cr to ₹1,172 Cr through improved free cash generation and working capital discipline. Advanced Materials rebounded strongly to ₹1,839 Cr (up 19%), meeting its guided 18-20% growth trajectory. Textile revenue reached ₹6,897 Cr (up 12%), driven by double-digit volume growth in Denim and Garments (which crossed ₹2,000 Cr annual topline). The company also entered the US market via acquisition of Dalco-GFT (enterprise value ~USD 136 mn) through its WOS AAML. Management guided for double-digit growth in FY27 with high double-digit AMD growth and mid-teen garment growth, while flagging margin pressure in H1 from rising input costs with recovery expected in H2. Capex guidance is ₹450-500 Cr, funded within FCF.
Arvind delivered on all full-year guidance with margin expansion (+37 bps) and debt reduction, signaling operational efficiency. The US acquisition and FTA tailwinds (EU, UK, New Zealand, Australia) provide structural growth levers, though near-term margin headwinds from input cost inflation in H1 FY27 warrant attention.