Investor Presentation

Ref. No. AL/SECT/2026-27/80 October 28, 2026 BSE Limited National Stock Exchange of India Ltd. Listing Dept. / Dept. of Corporate Services, Listing Dept., Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C/1, G. Block, Dalal Street, Bandra-Kurla Complex, Mumbai - 400 001. Bandra (E), Mumbai - 400 051. Security Code : 500101 Symbol : ARVIND Security ID : ARVIND Dear Sir / Madam, Sub: Presentation of Unaudited Financial Results for the Quarter ended September 30, 2026 In furtherance to our Board meeting outcome dated October 28, 2026 and pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Presentation on the Unaudited Financial Results of the Company for the Quarter and Half year ended September 30, 2026. The aforesaid presentation is also being made available on the Company's website at www.arvind.com. Kindly take the same on record. Thanking you, Yours faithfully, For Arvind Limited Pritesh Shah Company Secretary Encl. - As above Arvind Limited Q2 FY27 Results Investor Review Note 28th October 2026| Ahmedabad Safe harbour statement Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. None of Arvind Limited or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its content or otherwise arising in connection with this document. This document does not constitute an offer or invitation to purchase or subscribe for any shares and neither it nor any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. Q2 reflections – hits & misses WWhhaatt wweenntt rriigghhtt WWhhaatt ccoouulldd hhaavvee ggoonnee bbeetttteerr + Focus on growth resulted in Arvind delivering record quarterly  Geopolitical headwinds continues however, demand scenario remain stable reflecting in volumes growth in revenue & EBITDA of ₹2919 Cr & ₹331 Cr, growth of 23% & 27% both textiles and AMB respectively while margins improved to 11.4% + AMB achieved record quarterly revenue of ₹805 Cr and EBITDA of  Higher logistics cost, disrupted supply chain resulted in a mixed buying pattern despite good consumer demand ₹119 Cr, accounting for 28% & 36% of consolidated revenue & EBITDA respectively. AMB India delivers a YoY growth of 23% revenue  Current quarter margins got significantly impacted & 29% EBITDA. particularly in textiles, on account of higher RM cost + Protective Gear [HP] segments in AMB seeing robust traction as we [Cotton, Yarn, DCH] & partial transmission to the customer, net Impact of ~75 bps in textile margins continue to invest in capability building including new product considering normalized base development for the future + AMB India Industrial business commissioned the 4thline of its Needle Felt Non-Woven platform, enhancing capacity and unlocking annual revenue potential of ~₹70 Cr. + Successfully completed Phase-1 of the Varanasi Garmenting Project, inaugurated by Hon'ble Prime Minister Shri Narendra Modi, with an annual revenue potential of ~₹250 Cr. + Established a denim design & marketing hub in Amsterdam, reinforcing Arvind’s strategy of proximity to key European customers and industry trends, marking its second such international hub after London. + Arvind’s credit rating upgraded by one notch from “AA-” to “AA”. AMB: Advanced Materials Business | DCH: Dyes & Chemicals | HP: Human Protection Q2 performance reflects steady execution despite external headwinds, AMB outperforms! ₹ Cr YoY Revenues • Higher share of AMB, steady execution across businesses & integration of Dalco drove ~23% YoY consolidated revenue growth, aided by volume expansion 2919 23% – Advanced Materials maintained strong momentum through broad- based volume growth and the Dalco-GFT integration. EBITDA – Textiles continued to benefit from higher verticalization; revenue growth supported by realization gain across Denim, Woven and 331 27% Garmenting. – Garmenting volumes crossed 11 Mn pcs, 2nd Quarter in a row PAT (Before exceptional items) • Higher EBITDA growth (27%) reflects growth in revenue, higher share of AMB & operational efficiency partially offset by escalated cost matrix 123 16% • EBITDA margin improved by ~110 bps on QoQ basis & ~40 bps on YoY basis to reach 11.4% Closing Net Debt • Profit after tax grew by 16% on YoY basis 2158 2063 (30thJun 2026) Q2 FY27 | Summary P&L Q2 FY27 Q2 FY27 Q2 FY27 Particulars Q2 FY27 Q2 FY26 YoY Change W/o Dalco-GFT & US YoY Change Dalco-GFT US Hold Co's Hold Co's Revenue from Operations 2,919 2,371 23% 256 - 2,663 12% Other Income 22 15 0 0 22 EBITDA* 331 262 27% 41 0 290 11% EBITDA % 11.4% 11.0% 16.0% - 10.9% Interest 71 41 8 - 63 Depreciation 107 72 11 18 78 PBT 154 149 3% 22 -18 150 1% Tax 32 42 - 1 31 PAT# 123 107 16% 22 -19 121 13% Cash PAT 230 179 29% 33 -1 199 11% Note 1. Increase in Variable Cost on account of increase in RM prices, Utilities & Freight cost impacted textile margin by ~75 bps 2. Q2 FY27 Interest cost includes –Interest of ₹16 Cr on $110 Mn ($60 Mn –India, $50 Mn Dalco US) Loan taken for Dalco-GFT acquisition, MTM loss of ₹4 Cr on $60 Mn, ₹9 Cr is on account of higher working capital usage 3. Q2FY27 Depreciation includes ₹18 Cr on account of additional depreciation on Intangibles at US Hold Co’s due to Acquisition of Dalco-GFT, ₹11 Cr Depreciation of Dalco-GFT Financials, Balance ₹6 Cr is on account of new capex *EBITDA includes other income | #PAT is before exceptional items H1 FY27 | Summary P&L H1 FY27 H1 FY27 H1 FY27 Particulars H1 FY27 H1'FY26 YoY Change W/o Dalco-GFT & US YoY Change Dalco-GFT US Hold Co's Hold Co's Revenue from Operations 5,420 4,377 24% 413 - 5,007 14% Other Income 40 24 0 0 40 EBITDA* 590 448 32% 65 0 525 17% EBITDA % 10.9% 10.2% 15.7% - 10.5% Interest 125 82 13 - 112 Depreciation 200 141 16 29 155 PBT 264 225 18% 36 -29 258 15% Tax 63 64 - 2 62 PAT# 204 161 26% 36 -31 199 23% Cash PAT 404 302 34% 52 -2 354 17% Note 1. H1 FY27 no’s include Dalco-GFT financials for 4.8 months (from 6thMay’26) 2. Increase in Variable Cost on account of increase in RM prices, Utilities & Freight cost impacted Textile Margins by ~50 bps 3. H1 FY27 Interest cost includes –Interest of ₹26 Cr on $110 Mn ($60 Mn –India, $50 Mn Dalco US) Loan taken for Dalco-GFT acquisition, MTM loss of ₹4 Cr on $60 Mn 4. H1FY27 Depreciation includes ₹29 Cr on account of additional depreciation on Intangibles at US Hold Co’s due to Acquisition of Dalco-GFT, ₹16 Cr Depreciation of Dalco-GFT Financials, Balance ₹14 Cr is on account of new capex *EBITDA includes other income | #PAT is before exceptional items Double digit revenue growth with stable margins is emblematic of planned execution Particulars Q2 FY27 Q2 FY26 Δ YoY Business Revenue EBIDTA EBIDTA % ROCE % Revenue EBIDTA EBIDTA % ROCE % Revenue Textiles 1999 190 9.5% 13.2% 1803 180 10.0% 14.2% 10.9% Advance Materials India 550 78 14.2% 31.0% 446 60 13.6% 29.7% 23.3% Dalco-GFT 256 41 16.0% 36.8% - - - - - AMB Total 805 119 14.8% 19.1% 446 60 13.6% 29.7% 80.8% Others 191 23 185 22 Inter Segment -78 -63 Total 2919 331 11.4% 13.1% 2371 262 11.0% 14.4% 23.1% Particulars H1 FY27 H1 FY26 Δ YoY Business Revenue EBIDTA EBIDTA % ROCE % Revenue EBIDTA EBIDTA % ROCE % Revenue Textiles 3734 329 8.8% 10.5% 3339 310 9.3% 11.4% 11.8% Advance Materials India 1042 152 14.6% 30.1% 797 106 13.3% 25.5% 30.8% Dalco-GFT 413 65 15.6% 36.9% - - - - - AMB Total 1455 216 14.9% 18.2% 797 106 13.3% 25.5% 82.6% Others 369 44 334 33 Inter Segment -139 -93 Total 5420 590 10.9% 10.8% 4377 448 10.2% 11.6% 23.8% Note- 1. 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