Arvind Limited (500101) Earnings Call Transcripts

Arvind Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Arvind Limited reported consolidated revenue of INR 2,553 crores, reflecting a 15% increase year-over-year, while EBITDA grew by 19% to INR 327 crores. For the full fiscal year, revenue reached INR 9,303 crores, up 12%, with EBITDA surpassing INR 1,000 crores for the first time. Management maintained a positive outlook for FY '27, expecting double-digit growth driven by strong demand in textiles and advanced materials, despite potential margin pressures from rising input costs in the first half.

Reported metrics

Guidance from management

Management expects to maintain double-digit growth in FY '27, with high double-digit growth in Advanced Materials and mid-teen growth in Garments. They anticipate margin pressure in the first half due to rising input costs but expect recovery in the second half.

What management said

No. So I think I'm just seeing pressure. Now compared to FY '26, I think we should still be okay. I mean we shouldn't be worse than '26. That's at least my feeling sitting early in '27. But there will be some margin pressure. And my observations are always indexed to what could have been or what was in the very recent past. So I think compared to Q4, we are facing more margin pressure, and maybe Q2, will face even mo...

Definitely help. It will partially offset many of these input costs. If rupee depreciation wasn't there, then we'd be in a very challenging environment because input costs have risen very sharply.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of geopolitical tensions on demand and input costs. There were questions about the sustainability of margins amidst rising inflation and how the company plans to manage its increased debt post-acquisition.

Main topics on the call

• Revenue Growth — Arvind Limited achieved a consolidated revenue of INR 2,553 crores in Q4 FY '26, a 15% increase year-over-year, with full-year revenue growing to INR 9,303 crores, up 12%. Management stated, "Despite multipronged disrupt...
• Strong Performance in Advanced Materials — The Advanced Materials division reported a revenue increase of 21% to INR 1,839 crores for the year, with EBITDA margins at 15.1%. Management indicated that this segment is expected to grow at 18% to 20% in FY '27, suppo...
• Margin Pressure Outlook — Management cautioned about potential margin pressure in the first half of FY '27 due to rising input costs, stating, "Input costs across product lines have risen sharply, which may exert margin pressure in first half of ...
• Acquisition of Dalco-GFT — Arvind announced the acquisition of a 61% stake in U.S.-based Dalco-GFT, which is expected to be margin and EPS accretive from the first year. This acquisition is part of Arvind's strategy to strengthen its presence in t...

Read the full Arvind Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Arvind Limited earnings call transcripts on record, spanning January 31, 2020 to May 16, 2026. Based on this history, Arvind Limited reports quarterly. The most recent call on file is dated May 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

500101

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

23

First call

January 31, 2020

Most recent

May 16, 2026

Reporting cadence

quarterly