NSEOutcome of Board Meeting6d ago · 12 Aug 2026, 05:30 pm

Outcome of Board Meeting

Arvind Limited · ARVIND

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Arvind Limited has announced its Q1 FY27 financial results, with consolidated revenue and EBITDA growing 25% and 39% YoY respectively, driven by strong demand across core businesses and the acquisition of Dalco-GFT.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Full Announcement

Arvind Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.

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ARVIND1_12082026173003_Outcome_of_Board_Meeting.pdf

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Ref. No. AL/SECT/2026-27/48 August 12, 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, Subject: Outcome of the Board Meeting With reference to the captioned subject, we hereby inform that the Board of Directors of the Company in its meeting held today i.e. August 12, 2026, has approved the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on June 30, 2026, along with the limited review reports of Auditors thereon pursuant to Regulation 33 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015 (“SEBI LODR Regulations”). Copy of the said Unaudited Standalone and Consolidated Financial Results along with the limited review reports of Auditors thereon are enclosed herewith. Press Release and Presentation in respect of the said financial results are also enclosed herewith. The Board Meeting commenced at 4:00 P.M. and concluded at 5:00 P.M. The above disclosure is being made available on the Company’s website at www.arvind.com. We request you to take the same on record. Thanking you, Yours faithfully, For Arvind Limited Pritesh Shah Company Secretary Encl. - As above PRESS RELEASE Arvind reports record revenue and EBITDA growth of 25% and 39% respectively Highlights for Q1 FY27 (Comparison on a YoY basis): • Consolidated revenue and EBITDA are at ₹2,501 & ₹258 Cr, a growth of 25% & 39% respectively • EBITDA margin improved by ~100 bps to 10.3% • Highest ever quarterly revenue and EBITDA of ₹650 Cr & ₹97 Cr respectively, reported by Advanced Material business (AMB), maintained margin of 15% • Acquired majority stake (~61%) in Dalco-GFT (USA), largest-ever acquisition by Arvind. Added a TAM of US$2.5Bn through new product portfolio in the largest technical textile market in the world • Garmenting volume crossed 11 Mn+ pcs for the first time Ahmedabad, 12th August 2026: Arvind Ltd, India's leading textile, apparel and technical textile company, today announced its financial results for Q1 ended 30 June 2026. The results reflect continuation of strong demand scenario resulting in volume growth across key business segments. ₹ in Cr Particulars Q1 FY26 Q1 FY27 Change Revenue 2006 2501 25% EBITDA 186 258 39% EBITDA % 9.3% 10.3% 104 bps PAT 55 80 47% The 1st quarter performance was characterized by evolving geo-economic developments, reconfiguration of global trade channels, and elevated input costs across key raw material categories in our business. The operating environment remained dynamic as shifting logistics patterns and developments in the Middle East continued to influence sourcing and procurement economics. Despite these external variables, robust demand across our core businesses, coupled with the inherent strength of our diversified portfolio, enabled us to deliver strong growth in line with our guidance. The Company continues to strengthen customer engagement, enhance market penetration, and maintain execution discipline across business segments. Business highlights for Q1 FY27 (Comparison on YoY basis) The quarter witnessed healthy volume momentum across all core textile businesses, supported by robust demand conditions, higher vertical integration and continued investment in product innovation. • Denim fabric volumes reached 17.5 Mn metres, the highest level in sixteen quarters, registering growth of 34%, driven by higher verticalization. • Woven fabric volumes stood at 31.2 Mn metres, up 7%, despite the seasonally weaker quarter, reflecting sustained demand scenario. • Garmenting volumes crossed 11 Mn pieces for the first time, recording 13% growth, supported by higher verticalization. The Company enhanced its international presence during the quarter through the establishment of a London (UK) office and representative network, strengthening customer engagement and supporting future growth opportunities in key overseas markets. The Advanced Materials India business delivered robust growth of 40% during the quarter, supported by broad- based growth across key segments including Human Protection and Composites. The acquisition of Dalco-GFT expanded Arvind's technical textiles portfolio with four strategic segments: Automotive, Geotextiles, Industrial, and Furniture & Furnishings, unlocking access to a total addressable market (TAM) of approximately US$2.5 billion in the U.S. The Human Protection segment benefited from normalization in defence procurement activity in India and easing tariff-related pressures in USA resulting in strong demand, while the Composites business witnessed strong momentum driven by increased demand from renewable energy and mobility applications. Mobility segment strong momentum supported by new customer addition. However, Industrial segment achieved early doble digit growth on account of higher capacity utilization and expansions of capacity is in progress to be available from quarter two. AMB EBITDA margins expanded meaningfully during the quarter and remained aligned with the Company's medium-term average, aided by operating leverage, an improved business mix, and a low base. Financial Highlights for Q1 FY27 (Comparison on YoY basis) • Consolidated Revenue and EBITDA for the quarter stood at ₹2,501 Cr and ₹258 Cr, up 25% and 39% respectively. While excluding Dalco-GFT, our Revenue and EBITDA stood at ₹2,344 Cr and ₹234 Cr, up by 17% and 26% respectively. • During the quarter, Textile division reported revenue@ of ₹1,735 Cr, up 13%, with EBITDA of ₹139 Cr. However, EBITDA margin growth during the quarter was curtailed due to rise in input cost to the tune of ~₹19 Cr. • Garmenting division reported revenue of ₹497 Cr, supported by 13% volume growth. Revenue growth was moderated by a higher contribution from value-segment products during the quarter. • AMB reported revenue of ₹650 Cr (up 85%) with EBITDA of ₹97 (up 115%) translating to margin of 15%. While India business grew by 40% and touched ₹493 Cr of revenue with ₹74 Cr EBITDA. • Dalco-GFT contributed revenue of ₹157 Cr and EBITDA of ₹24 Cr during the quarter, representing approximately 1.8 months of operations post-acquisition. EBITDA margin stood at 15.1%, impacted by a sharp increase in raw material costs during the period. On a full-quarter basis, Dalco-GFT delivered revenue of ₹244 Cr and EBITDA of ₹40 Cr, translating into a margin of 16.3%. • Quarterly Profit after tax (PAT) before exceptional item stood at ₹80 Cr, a growth of 47%. • The company has spent about ₹98 Cr in various capex projects for the quarter. @Reported revenue for textile division stood at ₹1862 Cr, the difference of 127 Cr (₹1862 - ₹1735) represents inter segment sales between Textile & Advanced Materials business which is eliminated to present a fair picture Impact of Dalco-GFT Acquisition on Q1 FY27 Results • Q1 FY27 financial performance includes the consolidation of Dalco-GFT's financial results from 6 May 2026, representing ~1.8 months of operations during the quarter. • Depreciation during the quarter includes an additional ₹10.7 Cr arising from amortisation of intangible assets recognized as part of the acquisition. • Finance costs for the quarter include an incremental ₹10.6 Cr relating to the US$110 Mn loan taken for the transaction. • Exceptional items of ~₹23 Cr (net of tax) pertain to one-time transaction expenses associated with the acquisition of Dalco-GFT. The company has materially reinforced its balance sheet over the past few years, underpinned by prudent capital allocation, a rationalized debt profile, an efficient capital structure, and steady free cash generation. Other Highlights • The Company has recently completed a ₹500 Cr Qualified Institutions Placement (QIP), which witnessed strong investor interest an [Showing first 8,000 characters — download PDF for full document]