Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Arvind Earnings Call: Key Takeaways

Arvind Ltd acquires 61% stake in Dalco GFT for $136M to build a global Advanced Materials footprint. The deal pivots from a PE-led efficiency focus to an aggressive growth-led model in US automotive and geotextile markets.

Highlights
Revenue growthHistorical 10% growth; targeting 15%+ post-acquisition.
MarginsTargeting 17% EBITDA; margin and EPS accretive from year one.
Order book88% sole-sourced with average contract life of 5-7 years.
Demand visibilityStrong visibility through multi-year US infrastructure and automotive contracts.
Management confidenceExtremely high; focusing on team continuity and synergy.

Growth

Target shows consistent 10% revenue growth and 17% EBITDA margins with high ROE (40%).

Outlook

Management targets mid-teens revenue growth and aims to liquidate acquisition debt within two years.

Risks

High debt-to-EBITDA ratio post-acquisition and reliance on raw material petroleum pricing in the US.

Source

Earnings Call filed with BSE, NSE: ARVIND. Summary written with AI assistance from the document.

Read the document ↗

Arvind Ltd: key numbers

Share price
₹533.35
Market cap
₹14,509 Cr
Revenue (annual)
₹9,303 Cr
Net profit (annual)
₹413.9 Cr
P/E (TTM)
35.0×Sector 52.0×
Promoter holding
38.09%-1.44% QoQ
FII holding
15.88%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Arvind Ltd

All →
17:22 IST BSE
Annual General Meeting

Arvind Annual General Meeting

Arvind Ltd held its Annual General Meeting on September 22, 2026. Shareholders approved the financial statements, final dividend declaration, and re-appointment of directors.

18:02 IST BSE
Acquisition

Arvind Acquisition

Arvind Limited has completed the acquisition of a 26.60% equity stake in Torrent Urja 21 Private Limited, following their earlier agreement dated August 25, 2026.

16:07 IST BSE
Other Announcement

Arvind Other Announcement

Arvind Ltd informed exchanges about dispatching letters to shareholders without registered emails, providing website access to the FY 2025-26 Annual Report and AGM Notice.

18:23 IST BSE
Dividend

Arvind Dividend

Arvind Limited has fixed Friday, 4th September, 2026, as the record date to determine shareholder entitlement for its final dividend of Rs. 4.50 per share.

18:21 IST BSE
Business Update

Arvind Business Update

Arvind Limited has filed its Business Responsibility and Sustainability Report (BRSR) for FY 2025-26, outlining its sustainability practices, operational metrics, and ESG disclosures.

18:11 IST BSE
Annual General Meeting

Arvind Annual General Meeting

Arvind Limited has issued a notice for its Annual General Meeting scheduled for September 22, 2026, to discuss financial statements, dividends, and director re-appointments.