Arvind Limited has released its Investor Presentation for the unaudited financial results for the quarter and half year ended 30th September 2025. * Q2 FY26 Performance Highlights: * Revenue from Operations increased by 8% YoY to ₹2,371 crore. * EBITDA grew by 13% YoY to ₹262 crore, with EBITDA margin improving to 11.0% from 10.6% in Q2 FY25. Without the tariff impact, the margin improvement would be approximately 140 bps. * Profit After Tax (PAT) saw a significant 70% increase YoY, reaching ₹107 crore. * The Textile segment demonstrated strong volume growth: Garmenting volume rose 17% to 10.7 Mn pcs, Denim volume increased 16% to 15 Mn Mtr, and Woven volume surpassed 35 Mn Mtr with 100% utilization. * The Advanced Material Division (AMD) reported a 15% YoY revenue growth, with defence orders resuming. * Direct revenue exposure from the US is limited to approximately ₹500 crore (21% of topline), with a tariff impact of about ₹23 crore partially offset by increased volumes. * H1 FY26 Performance Highlights: * Revenue from Operations grew 9% YoY to ₹4,377 crore. * EBITDA increased 13% YoY to ₹448 crore, with an EBITDA margin of 10.2%. * PAT was ₹161 crore, up 52% YoY. * Balance Sheet: Closing Net Debt stood at ₹1,284 crore as of 31st March 2025. Long-term borrowing decreased by ₹52 crore due to scheduled repayments. * Sustainability Initiatives: * The company introduced India's first supercritical CO2 dyeing technology, achieving up to 76% reduction in water consumption, 67% in energy, and 90% in dyes and chemicals. * Partnerships with H&M and Circ Inc. (USA) aim to integrate circular materials into production. * Arvind has committed to SBTi Net-Zero targets, aiming for net-zero GHG emissions across its value chain by FY2050. * Outlook for Q3 FY26: * Management anticipates a healthy Q3 order book, aligning with a seasonally stronger H2. * AMD is expected to continue its growth momentum with 18%-20% revenue growth. * Garments volume is projected to see mid-teen growth. * Tariffs are expected to impact direct-to-US business (20-25% of overall revenue), with an estimated ₹25-30 crore impact on quarterly EBITDA, which the company plans to partially offset through cost actions. * FY26 CAPEX is projected at ₹400-450 crore, with ₹220 crore invested to date.
