ARVIND NSE filing

Arvind Limited Reports Highest Ever Quarterly Revenue of ₹2,371 Cr in Q2 FY26, PAT Up 70%

The RealCase readHigh impact Positive

Arvind Limited reported a record Q2 FY26 revenue of ₹2,371 Cr, up 8.4%, and PAT up 70% to ₹107 Cr, driven by strong volumes across segments and strategic agility.

Why it matters

The announcement includes strong financial results for Q2 and H1 FY26, significant business growth in core segments, a strategic demerger, and forward-looking guidance. These factors collectively indicate a substantial impact on investor perception and future stock performance.

The market read

The company reported its highest-ever quarterly revenue, significant growth in EBITDA and PAT, and robust performance across its key business segments. The future guidance, despite global uncertainties, projects continued growth in key divisions, indicating a positive outlook.

Arvind Limited announced its unaudited financial results for the second quarter and half year ended September 30, 2025, demonstrating sustained growth through strategic agility and operational resilience. * Q2 FY26 Financial Highlights (YoY comparison): * Highest ever quarterly revenue of ₹2,371 Cr, an 8.4% growth. * Reported EBITDA of ₹262 Cr, a 13% growth, with EBITDA margin crossing 11%. * Profit After Tax (PAT) stood at ₹107 Cr, a significant 70% growth, primarily due to higher deferred tax provision in Q2 FY25. * Consolidated Revenue and EBITDA grew by 8% and 13% respectively. * Textile division revenue reached ₹1,803 Cr, up 10.4%, with an EBITDA of ₹180 Cr. * Garmenting division achieved its highest ever quarterly revenue of ₹528 Cr. * AMD division revenue grew by 14.9% to ₹446 Cr, with an EBITDA of ₹60 Cr. * H1 FY26 Financial Highlights (YoY comparison): * Revenue increased by 9% to ₹4,377 Cr. * EBITDA grew by 13% to ₹448 Cr, with a margin of 10.2%. * PAT rose by 52% to ₹161 Cr. * Business Highlights for Q2 FY26 (YoY comparison): * Garmenting division delivered 17% growth, with volume exceeding 10.7 million pieces. * Denim fabric achieved a volume of 15.2 million meters, a 16% growth. * Woven fabric registered a volume of 35.1 million meters, an 8% growth at 100% capacity utilization. * AMD division regained momentum with strong growth in the Industrial segment and resurgence in Pultrusion demand. * Protective gear business saw a resumption of defence orders. * Other Highlights: * The AMD business vertical was transferred and merged to Arvind Advanced Materials Limited (AAML), a wholly-owned subsidiary, following an NCLT order dated August 07, 2025. * The company spent approximately ₹220 Cr on capex projects in H1 FY26. * Management Commentary: The company sustained growth through strategic agility and operational resilience, viewing global disruptions as an opportunity to reshape supply chains and position itself as a trusted partner for global brands. * Guidance for Q3 FY26: * Global trade environment remains uncertain, especially for US-linked supply chains. * Healthy order book and pipeline across Textiles and AMD. * AMD division is expected to maintain 18–20% revenue growth. * Garments volume is projected to deliver mid-teen growth, supported by capacity expansion. * Tariff impact on EBITDA is estimated at ₹25–30 Cr per quarter, with impact on margins partly offset by cost optimization. * Annual capex program revised to ₹400–450 Cr with selective deferrals of non-critical items.

Filing to action

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Arvind Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Arvind Limited. Read the original for the full detail.

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