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Arvind (500101) investor relations material
Arvind Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary7 Nov, 2025
Executive summary
Achieved record Q2 FY26 performance in revenue, EBITDA, and PAT, with strong growth in both textile and advanced materials divisions despite significant U.S. tariff headwinds.
Successfully completed the demerger of the AMD division into a wholly-owned subsidiary, Arvind Advanced Materials Ltd, effective 1st September 2025, with NCLT approval and results now shown as discontinued in standalone results.
Maintained resilience and adaptability through cost optimization, efficiency measures, and strategic customer partnerships, with no customer loss despite tariff challenges.
Continued focus on sustainability, including commissioning India's first supercritical CO2 dyeing facility, expanding circularity initiatives, and SBTi net-zero commitment.
Board approved unaudited financial results for Q2 and H1 FY26, with auditor review confirming no material misstatements.
Financial highlights
Consolidated revenue for Q2 FY26 was ₹2,371.14 crore, up 8.4% year-over-year; H1 FY26 revenue reached ₹4,377.46 crore.
EBITDA reached ₹262 crore, up 13% year-over-year, marking the highest-ever quarterly operating EBITDA; PAT stood at ₹107 crore, a 70% year-over-year increase.
EBITDA margin improved to 11.0% in Q2 FY26, up 41 bps YoY; textile EBITDA margin at 10%, AMD at 13.6%.
Return on capital employed was 14.4% reported, 17% adjusted; Q2 FY26 ROCE improved by ~150 bps to ~17.2%.
Net debt at ₹1,270 crore as of September 2025, with improved net cash from operating activities in H1 FY26.
Outlook and guidance
Expect strong momentum to continue in H2, historically a better half for the business, with healthy Q3 order book.
AMD and integrated textile/apparel divisions targeted for 18%-20% growth, with Q3 and Q4 expected to deliver at the higher end of this range.
Tariffs to impact 20–25% of direct US business, with a ₹25–30 crore quarterly EBITDA impact; cost actions to partially offset.
Management is closely monitoring US tariff developments and pursuing mitigation strategies, including supply chain adjustments and cost re-engineering.
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Q3 25/2627 Jan, 2026
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