Arvind Limited · NSE:ARVIND
Arvind — Q2 FY27 Earnings Presentation
17 slides from Arvind's earnings presentation, Oct 28, 2026
Slide 1: Exchange filing cover letter
Ref. No. AL/SECT/2026-27/80 October 28, 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), M
Slide 2: Arvind Limited Q2 FY27 Results Investor Review Note
Arvind Limited Q2 FY27 Results Investor Review Note 28th October 2026| Ahmedabad
Slide 3: Safe harbour statement
Safe harbour statement Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, perfor
Slide 4: Q2 reflections – hits & misses
Q2 reflections – hits & misses What went right What could have gone better + Focus on growth resulted in Arvind delivering record quarterly Geopolitical headwinds continues however, demand revenue & EBITDA of ₹2919 Cr & ₹331 Cr, growth of 23% & 27% scenario remain stable reflecting in volumes grow
Slide 5: Q2 performance reflects steady execution despite external headwinds, AMB outperforms
Q2 performance reflects steady execution despite external headwinds, AMB outperforms! ₹ Cr YoY Revenues • Higher share of AMB, steady execution across businesses & integration of Dalco drove ~23% YoY consolidated revenue growth, aided by volume expansion 2919 23% – Advanced Materials maintained stro
Slide 6: Q2 FY27 | Summary P&L
Q2 FY27 | Summary P&L Q2 FY27 Q2 FY27 Q2 FY27 Particulars Q2 FY27 Q2 FY26 YoY Change W/o Dalco-GFT & US YoY Change Dalco-GFT US Hold Co's Hold Co's Revenue from Operations 2,919 2,371 23% 256 - 2,663 12% Other Income 22 15 0 0 22 EBITDA* 331 262 27% 41 0 290 11% EBITDA % 11.4% 11.0% 16.0% - 10.9% In
Slide 7: H1 FY27 | Summary P&L
H1 FY27 | Summary P&L H1 FY27 H1 FY27 H1 FY27 Particulars H1 FY27 H1'FY26 YoY Change W/o Dalco-GFT & US YoY Change Dalco-GFT US Hold Co's Hold Co's Revenue from Operations 5,420 4,377 24% 413 - 5,007 14% Other Income 40 24 0 0 40 EBITDA* 590 448 32% 65 0 525 17% EBITDA % 10.9% 10.2% 15.7% - 10.5% In
Slide 8: Double digit revenue growth with stable margins is emblematic of planned execution
Double digit revenue growth with stable margins is emblematic of planned execution Particulars Q2 FY27 Q2 FY26 Δ YoY Business Revenue EBIDTA EBIDTA % ROCE % Revenue EBIDTA EBIDTA % ROCE % Revenue Textiles @ 1999 190 9.5% 13.2% 1803 180 10.0% 14.2% 10.9% Advance Materials India 550 78 14.2% 31.0% 446
Slide 9: Consolidated Balance sheet as at 30th September 2026
Consolidated Balance sheet as at 30th September 2026 Particulars 30th Sep 26 31st Mar 26 Shareholders' Fund 4639 4141 Note Share Capital 272 262 • Increase in Minority interest is on account of Reserves & Surplus 3977 3782 39% residual shareholding by continuing Minority Interest 389 97 promoters of
Slide 10: Textiles: Woven & Denim strong volumes, garmenting as planned
Textiles Both Woven & Denim delivered strong volumes while garmenting performance as planned Million M 34.4 36.7 34.9 34.3 31.2 Comparison for Q2 FY27 (YoY) WOVENS Domestic 12.9 15.5 13.9 13.9 13.9 • Denim Fabric achieved high double digit growth on the back Export* 21.5 21.2 21.0 17.3 20.4 of Robus
Slide 11: Double digit revenue growth attributable to improved realization across segments
Textile Double digit revenue growth attributable to improved realization across segments Textile revenues (₹ Cr) Q2 FY27 (YoY) +11% • Woven reported low double-digit growth, 1999 driven by improved realizations 1803 • Denim revenue growth was driven by 817 higher volumes from increased 11% verticali
Slide 12: Fabric margin suffered on account of input cost increase
Textile Fabric margin suffered on account of input cost increase, Realisation improvement reflects partial transmission Fabric realisation ₹/mtr Textiles margins YoY Growth EBITDA Margins (%) 266 +12% 253 243 236 236 227 +12% 11.2 11.2 10.0 9.5 8.0 209 206 201 202 Denim Woven Q2 FY26 Q3 FY26 Q4 FY26
Slide 13: AMB India registers robust double digit growth
Advanced Materials AMB India registers a robust double digit growth backed by higher volume, Dalco-GFT integration on track AMB performance summary Comments Human Protection 83% Revenue (₹Cr) • Traction seen from Tier 1 customers, Defense & para military forces 81% 1,455 • New product development [T
Slide 14: Update on Dalco-GFT
Advanced Materials Update on Dalco-GFT Profit & Loss ₹ Cr Segment Wise Revenue ₹ Cr Q1 FY27 Q1 FY27 Q2 FY27 Q1 FY27 Q2 FY27 Particulars Segments % % 3 months 1.8 months 3 months 3 months 3 months Revenue 244 157 256 Auto 162 66% 176 69% Geo-Textiles 47 19% 35 14% EBITDA 40 24 41 Industrial & others
Slide 15: Greenfield garmenting facility at Varanasi, UP inaugurated
Other Updates.. Greenfield garmenting facility at Varanasi, UP inaugurated Varanasi Facility – Arvind Limited Phasing & Business Potential Land Area Built-up Area Manufacturing Lines Financial Matrix ~5.5 Acres ~65,000 sq ft 10 in Phase 1 Capex (W/o land) Employment [Both Revenue potential p.a. Ph 1
Slide 16: Outlook for Q3 FY27
Outlook for Q3 FY27 Macro Economic conditions 1. Defense, aerospace and renewable energy spending remains strong, supporting demand for composites, protective materials and technical textiles. 2. Early festive-season trends are encouraging, continues to provide support for Arvind’s domestic Textile
Slide 17: Thank you!
Thank you!