Annual Report for FY 2025-26

Ref. No. AL/SECT/2026-27/60 August 26, 2026 To, To, BSE Limited National Stock Exchange of India Limited 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 - 400001 Bandra (E), Mumbai - 400051 Security Code : 500101 Symbol : ARVIND Security ID : ARVIND Dear Sir / Madam, Sub.: Notice of Annual General Meeting along with Integrated Annual Report of the Company for FY 2025-26 The Annual General Meeting (“AGM”) of the Company will be held on Tuesday, 22nd September, 2026 at 11:00 A.M. (IST) through Video Conferencing/Other Audio Visual Means. Pursuant to Regulation 34(1) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith the Notice of AGM along with Integrated Annual Report of the Company for the financial year 2025-26, which is being sent to all the members through electronic mode, who have registered their e-mail addresses with the Depositories / Company /Registrar and Transfer Agent. The Members who’s E-mail ID are not registered, a letter providing a web-link for accessing Notice of the AGM and Integrated Annual Report for FY 2025-26 is being sent. Remote E-voting timelines: Item Details & Schedule E-voting service provider National Securities Depository Limited EVEN 141505 E-Voting Start Date and time Saturday, 19th September, 2026 at 9:00 A.M. (IST) E-Voting End Date and time Monday, 21st September, 2026 at 5:00 P.M. (IST) Cut Off Date for e-voting Tuesday, 15th September, 2026 The Integrated Annual Report containing AGM Notice is also available on the website of the Company at Arvind_Limited_Annual_Report Kindly take the same on records. Thanking you. Yours faithfully, For, Arvind Limited Pritesh Shah Company Secretary Encl.: As above Strength that Adapts 95th Integrated Annual Report YEAR 2025-26 2 Arvind Limited | Integrated Annual Report 2025-2026 Table of Contents Corporate Overview About the Report 08 Key Highlights for FY26 10 Chairman’s Message 12 About Arvind 16 Strategy in Action External Operating Environment 22 Our Approach to Materiality 24 Risks & Opportunities 30 Value Creation Strategy 38 Our Business Capitals Financial Capital 44 Manufactured Capital 48 Intellectual Capital 54 Natural Capital 60 Human Capital 70 Social and Relationship Capital 80 Robust Governance 98 Corporate Information 101 Statutory Reports Notice 102 Directors’ Report 114 Corporate Governance Report 142 Management Discussion & Analysis 168 Business Responsibility and Sustainability Report 176 Financial Statements Standalone Financial Statements 211 Consolidated Financial Statements 296 Locations & Sites for the Year 2025-2026 386 Corporate Overview Statutory Reports Financial Statements 4 Arvind Limited | Integrated Annual Report 2025-2026 Strength that Adapts Some years reward momentum; some years test the quality of it. FY26 did both. For Arvind Limited, this was a year shaped by volatility in global During the year, Arvind also took a decisive step towards globalising trade, tariff-linked disruptions, cost pressures, shifting sourcing its Advanced Materials platform through the acquisition of Dalco- decisions and a more demanding customer environment. It was GFT via Arvind Advanced Materials Limited, marking its entry into also a year in which the Company delivered one of its strongest the world’s largest technical textiles market. This is the essence of performances, consolidated revenues crossed ₹9,300 crores, Strength that Adapts. EBITDA crossed ₹1,000 crores for the first time, margins improved, PAT grew, net debt reduced and return ratios strengthened. It is the strength of an integrated textile and apparel platform that can respond to changing customer needs. It is the strength The Company responded to a difficult operating environment of a garmenting engine that is becoming more relevant to with discipline: protecting customer relationships, improving global sourcing shifts. It is the strength of an Advanced Materials productivity, strengthening working capital, scaling volumes, investing in growth platforms and remaining focused on long- term value creation. Textile revenue moved close to ₹7,000 crores. Garmenting crossed ₹2,000 crores in revenue and recorded its third consecutive quarter of 10 million-plus pieces. Advanced Materials achieved its guided growth trajectory, supported by a stronger second half. business that is moving into higher-value, specialised and global This is Strength that Adapts, the Arvind opportunities. It is the strength of a balance sheet managed with discipline. And it is the strength of an institution that continues to way of building long-term value. evolve without losing the fundamentals that have defined it for more than nine decades. In a world where supply chains are being redrawn, customers are seeking reliable partners, investors are rewarding disciplined execution, and sustainability is becoming a licence to operate, Arvind’s advantage lies in its ability to adapt with clarity. Corporate Overview Statutory Reports Financial Statements 6 Arvind Limited | Integrated Annual Report 2025-2026 Corporate Overview About the Report 08 FY26 Key Highlights 10 Chairman’s Message 12 About Arvind 16 Corporate Overview Statutory Reports Financial Statements 8 Arvind Limited | Integrated Annual Report 2025-2026 About the Report FY26 was a year in which Arvind Limited demonstrated the depth and adaptability of its business model. The 95th Integrated Annual Report presents that journey through the lens of performance, strategy, resilience, governance and long-term value creation. The report covers Arvind’s business activities and performance for the period April 01, 2025 to March 31, 2026. It provides stakeholders with a consolidated view of how the Company delivered growth in a volatile operating environment, strengthened its financial position, scaled key business platforms and continued to invest in capabilities that support future competitiveness. The theme for this year’s report, Strength that Adapts, reflects the core of Arvind’s FY26 story. It captures the Company’s ability to respond to changing market conditions with discipline through volume growth, cost optimisation, working capital rigour, customer engagement, manufacturing depth, sustainability-led operations and the continued scaling of growth platforms such as Garmenting and Advanced Materials. This report explains how Arvind creates value through its six capitals: Financial, Manufactured, Intellectual, Natural, Human, and Social & Relationship Capital. It connects financial outcomes with the operating decisions, investments, capabilities, risks and stakeholder relationships that shape the Company’s long- term performance. This approach is consistent with the structure followed in Arvind’s previous Integrated Annual Report, which presented value creation through the six capitals and aligned performance with strategy and sustainability initiatives. In preparing this report, Arvind has considered the principles of the Integrated Reporting framework, the GRI Standards, the nine principles of the Ministry of Corporate Affairs’ National Guidelines on Responsible Business Conduct (NGRBC), and SEBI’s Business Responsibility and Sustainability Reporting framework. Report Boundary The financial reporting in this report relates to Arvind Limited’s consolidated operations. The non-financial reporting in this report relates to Arvind’s standalone operations. Corporate Overview Statutory Reports Financial Statements 10 Arvind Limited | Integrated Annual Report 2025-2026 FY26 Key Highlights Operational Increase in Volumes Gold For most businesses in Textiles & AMD segments Won for the 2024 Integrated Annual Report at the Spotlight Awards from the League of American Communication Professionals 42 Mn pieces LLC, with Arvind ranking among the Top 100 Annual Reports globally Full garments delivered in F [Showing first 8,000 characters — download PDF for full document]