ALFA Finder| Revenue growth | Historical 10% growth; targeting 15%+ post-acquisition. |
|---|---|
| Margins | Targeting 17% EBITDA; margin and EPS accretive from year one. |
| Order book | 88% sole-sourced with average contract life of 5-7 years. |
| Demand visibility | Strong visibility through multi-year US infrastructure and automotive contracts. |
| Management confidence | Extremely high; focusing on team continuity and synergy. |
Growth
Target shows consistent 10% revenue growth and 17% EBITDA margins with high ROE (40%).
Outlook
Management targets mid-teens revenue growth and aims to liquidate acquisition debt within two years.
Risks
High debt-to-EBITDA ratio post-acquisition and reliance on raw material petroleum pricing in the US.
Earnings Call filed with BSE, NSE: ARVIND. Summary written with AI assistance from the document.
Arvind Ltd: key numbers
- Share price
- ₹504.20
- Market cap
- ₹13,716 Cr
- Revenue (annual)
- ₹9,303 Cr
- Net profit (annual)
- ₹413.9 Cr
- P/E (TTM)
- 29.9×Sector 48.2×
- Promoter holding
- 38.09%-1.44% QoQ
- FII holding
- 15.11%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Arvind Ltd
All →Arvind Earnings Call Transcript: Key Takeaways
Arvind delivered record revenue and EBITDA despite geopolitical disruption. Advanced Materials is becoming a primary engine, diversifying the earnings portfolio away from cyclical textiles.
- Call
- Guides 15% growth
Arvind Other Announcement
Arvind Ltd filed its quarterly Monitoring Agency Report confirming full utilization of Rs.500 crore QIP proceeds with no deviations. The report is a routine SEBI-mandated compliance filing.
Arvind Investor Presentation: Key Takeaways
Q2 FY27 record revenue ₹2919 Cr (+23% YoY), EBITDA ₹331 Cr (+27%), margin 11.4%; PAT pre-exceptional ₹123 Cr (+16%). AMB record revenue ₹805 Cr; Dalco-GFT consolidated.
Arvind Results Update
Arvind's Q2 FY27 revenue hit ₹2,919 Cr and EBITDA ₹331 Cr, growing 23% and 27% YoY. Varanasi garmenting plant commissioned; credit upgraded to AA.
- garmenting facility revenue capacity
- 250 ₹ Cr revenue at full utilization
Arvind Q2 FY27 Results: Net Profit ₹151.6 Cr, Up 42.1% YoY
Arvind Ltd reported revenue from operations of ₹2,919 Cr (+23.1% YoY) and net profit of ₹151.6 Cr (+42.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹151.6 Cr · +42.1% YoY
Arvind Business Update
Arvind inaugurated a greenfield garment plant in Varanasi, its first in Uttar Pradesh. The plant is expected to employ over 1,000 people.