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Investor Presentation

Arvind Investor Presentation: Key Takeaways

Arvind Limited delivered 25% revenue growth in Q1 FY27, driven by strong textile volumes and the strategic acquisition of Dalco-GFT. EBITDA grew 39% with a 100bps margin expansion despite raw material headwinds.

Highlights
Revenue growth25% YoY
MarginsOverall improvement to 10.3%; RM pressure in Textiles
Order bookCurrent order books position reflects resilience
Demand visibilityResilient demand in Textiles and AMB
Management confidenceHigh on demand resilience and order books

Growth

Revenue rose 25% to ₹2,501 Cr; PAT increased 47% to ₹80 Cr (pre-exceptional). Textiles grew 13%, while Advanced Materials jumped 85%.

Outlook

Full-year FY27 capex targeted at ₹450-500 Cr. Management expects UK FTA to unlock fresh demand shift to India.

Risks

Geopolitical uncertainties impacting supply chains; high raw material costs and tariff-related pricing pressures dragging textile margins.

Source

Investor Presentation filed with NSE, NSE: ARVIND. Summary written with AI assistance from the document.

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Arvind Ltd: key numbers

Share price
₹549.05
Market cap
₹14,936 Cr
Revenue (annual)
₹9,303 Cr
Net profit (annual)
₹413.9 Cr
P/E (TTM)
36.1×Sector 55.7×
Promoter holding
38.09%-1.44% QoQ
FII holding
15.88%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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