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Earnings Call Transcript

Arvind Earnings Call Transcript: Key Takeaways

Arvind delivered record revenue and EBITDA despite geopolitical disruption. Advanced Materials is becoming a primary engine, diversifying the earnings portfolio away from cyclical textiles.

Guidance and delivery
Management target Revenue 15.0% FY27
Highlights
Revenue growth23% YoY growth to ₹2,919 Cr, record quarterly performance.
MarginsEBITDA margin held at 11.4% despite 75 bps input cost headwind.
Order bookPipeline looks robust for future orders in defense and industrial segments.
Demand visibilityRobust demand in Advanced Materials; textiles benefiting from India-UK trade agreement.
Management confidenceBalanced; cautiously optimistic despite ongoing global conflicts and cost escalations.

Growth

Revenue grew 23% YoY to ₹2,919 Cr, led by volume expansion and Dalco GFT consolidation.

Outlook

Management expects 15% growth in Garmenting and 18% growth in Advanced Materials for Q3 FY27.

Risks

Persistent raw material price inflation and supply chain disruptions continue to squeeze gross margins.

Source

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

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Arvind Ltd: key numbers

Share price
₹512.25
Market cap
₹13,935 Cr
Revenue (annual)
₹9,303 Cr
Net profit (annual)
₹413.9 Cr
P/E (TTM)
30.4×Sector 49.0×
Promoter holding
38.09%-1.44% QoQ
FII holding
15.11%Current quarter

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

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