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Earnings Call Transcript

Arvind Earnings Call Transcript: Key Takeaways

Q1 FY27 revenue grew 25% to INR 2,501 Cr with EBITDA up 39% at INR 258 Cr. Strategy focuses on Advanced Materials and garmenting verticalization.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth25% YoY growth reaching INR 2,501 Crores.
MarginsEBITDA margin 10.3%; temporary pressure from raw material inflation.
Order bookHealthy; Denim and Wovens seeing robust forward visibility.
Demand visibilityStrong order books; Denim volumes at 16-quarter high.
Management confidenceHigh; cited historic production levels and robust demand pipeline.

Growth

Consolidated revenue grew 25% YoY; PAT grew 47% to INR 80 Cr. Textile revenue up 13%.

Outlook

QIP of INR 500 Cr completed for debt reduction. Guided 18-20% growth in Advanced Materials; garmenting 15%.

Risks

Elevated raw material costs (INR 100 Cr impact from cotton/yarn), geopolitical conflicts, and shipping delays.

Source

Earnings Call Transcript filed with BSE, 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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