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Arvind (500101) investor relations material
Arvind Q2 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 FY27 revenue reached INR 2,919 crore, up 23% YoY, and EBITDA was INR 331 crore, up 27%; growth reflected strong Advanced Materials momentum, higher volumes and Dalco-GFT integration.
H1 FY27 revenue was INR 5,420 crore, up 24%, EBITDA was INR 590 crore, up 32%, and PAT before exceptional items was INR 204 crore, up 26%.
Financial highlights
Q2 revenue and EBITDA excluding Dalco-GFT were INR 2,663 crore and INR 290 crore, up 12% and 11% YoY, respectively.
Q2 PAT before exceptional items was INR 123 crore, up 16%; cash PAT was INR 230 crore, up 29%.
H1 cash PAT was INR 404 crore, up 34%; reported H1 results include 4.8 months of Dalco-GFT financials from 6 May 2026.
Consolidated segment revenue included INR 2,146 crore from Textiles, INR 805 crore from Advanced Materials and INR 191 crore from Others.
H1 FY27 CapEx was INR 372 crore; FY27 investment guidance exceeds INR 500 crore.
Outlook and guidance
Garmenting is expected to achieve ~15% revenue growth, with a stronger H2, richer product mix and capacity additions; management emphasized revenue over piece volumes.
Advanced Materials India is expected to deliver ~18% revenue and EBITDA growth, with a stable 14–15% margin; Dalco-GFT margin is targeted at 15–16%.
Textiles are expected to deliver early double-digit revenue growth, with margins near current levels amid elevated costs.
FY27 CapEx is expected to exceed INR 500 crore; ongoing programs are on track across Advanced Materials, garments, fabric and maintenance.
- Record Q1 revenue and margin growth driven by robust demand and Dalco-GFT acquisition.500101
Q1 26/27 - Record revenue, margin gains, and global expansion drive strong FY26 performance.500101
Q4 25/26 - 61% stake in Dalco-GFT acquired for $136m, enabling US entry and immediate margin accretion.500101
M&A announcement - Strike-hit Q1 saw profit drop, but garmenting grew and business restructuring advanced.500101
Q1 24/25 - Double-digit revenue and profit growth, with key impacts from tariffs and Labour Code changes.500101
Q3 25/26 - Q2 FY25 revenue rose 14% to ₹2,188.31 crore, with strong volumes and a positive outlook.500101
Q2 24/25 - Q3 FY25 saw double-digit revenue and profit growth, driven by robust textile and garmenting volumes.500101
Q3 24/25 - Q1 FY26 delivered double-digit revenue and EBITDA growth, with margin recovery expected in H2.500101
Q1 25/26 - Record Q2 growth and profit achieved despite US tariffs, with strong margins and sustainability focus.500101
Q2 25/26
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