Arvind Limited reports strong Q2 FY26 results with 8% revenue growth, 13% EBITDA growth, and 70% PAT increase
Arvind Limited reported strong Q2 FY26 results with 8% revenue growth, 13% EBITDA, and 70% PAT increase, driven by robust textile volumes and AMD segment growth. The company is expanding sustainability efforts and anticipates continued growth in Q3 FY26 despite tariff impacts.
This announcement is highly impactful as it provides comprehensive financial results for Q2 and H1 FY26, detailed segmental performance, balance sheet updates, and a forward-looking outlook for Q3 FY26, including CAPEX plans and strategies to mitigate tariff impacts. This information is crucial for investors to assess the company's current health and future prospects.
The company reported strong financial performance with significant increases in revenue, EBITDA, and PAT. Key segments like Textiles and Advanced Materials showed robust volume and revenue growth. Strategic initiatives in sustainability and a positive outlook for Q3 FY26, despite tariff headwinds, contribute to a positive sentiment.
Arvind Limited has released its Investor Presentation for the unaudited financial results for the quarter and half year ended 30th September 2025. * Q2 FY26 Performance Highlights: * Revenue from Operations increased by 8% YoY to ₹2,371 crore. * EBITDA grew by 13% YoY to ₹262 crore, with EBITDA margin improving to 11.0% from 10.6% in Q2 FY25. Without the tariff impact, the margin improvement would be approximately 140 bps. * Profit After Tax (PAT) saw a significant 70% increase YoY, reaching ₹107 crore. * The Textile segment demonstrated strong volume growth: Garmenting volume rose 17% to 10.7 Mn pcs, Denim volume increased 16% to 15 Mn Mtr, and Woven volume surpassed 35 Mn Mtr with 100% utilization. * The Advanced Material Division (AMD) reported a 15% YoY revenue growth, with defence orders resuming. * Direct revenue exposure from the US is limited to approximately ₹500 crore (21% of topline), with a tariff impact of about ₹23 crore partially offset by increased volumes. * H1 FY26 Performance Highlights: * Revenue from Operations grew 9% YoY to ₹4,377 crore. * EBITDA increased 13% YoY to ₹448 crore, with an EBITDA margin of 10.2%. * PAT was ₹161 crore, up 52% YoY. * Balance Sheet: Closing Net Debt stood at ₹1,284 crore as of 31st March 2025. Long-term borrowing decreased by ₹52 crore due to scheduled repayments. * Sustainability Initiatives: * The company introduced India's first supercritical CO2 dyeing technology, achieving up to 76% reduction in water consumption, 67% in energy, and 90% in dyes and chemicals. * Partnerships with H&M and Circ Inc. (USA) aim to integrate circular materials into production. * Arvind has committed to SBTi Net-Zero targets, aiming for net-zero GHG emissions across its value chain by FY2050. * Outlook for Q3 FY26: * Management anticipates a healthy Q3 order book, aligning with a seasonally stronger H2. * AMD is expected to continue its growth momentum with 18%-20% revenue growth. * Garments volume is projected to see mid-teen growth. * Tariffs are expected to impact direct-to-US business (20-25% of overall revenue), with an estimated ₹25-30 crore impact on quarterly EBITDA, which the company plans to partially offset through cost actions. * FY26 CAPEX is projected at ₹400-450 crore, with ₹220 crore invested to date.
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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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