Q1 2025 Arvind Ltd Earnings Call Transcript
Key Points
- Garmenting division reported a 25% volume growth, adding new customers and categories.
- Overall revenue for Q1 FY25 stood at INR1,831 crores with an EBITDA of INR150 crores.
- Despite the strike, the Garmenting unit showed resilience and reported strong numbers.
- The company maintained its gross margin across all businesses.
- Arvind Ltd (BOM:500101) reduced its gross debt by INR55 crores during the quarter.
- A 21-day strike at the Santej facility resulted in a significant production loss, impacting revenue by INR200 crores and EBITDA by INR60 crores.
- EBITDA margin dropped to 8.2% due to the strike and elevated overhead costs.
- The Textile segment's EBITDA margin was significantly impacted, dropping to 7.4%.
- AMD division was also partially affected by the strike, impacting revenue by INR70 crores and EBITDA by INR15 crores.
- The company incurred additional costs of INR11 crores due to airfreight and worker-related expenses to mitigate the strike's effects.
Ladies and gentlemen, good day, and welcome to the Arvind Limited Q1 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Satya Prakash Mishra. Thank you, and over to you, sir.
Good afternoon, everyone, and thank you for participating in today's call to discuss the financial results for the first quarter of a new financial year '24-'25 of Arvind Limited.
Joining me today is Mr. Punit Lalbhai, the Vice Chairman and Director in Board; Mr. Jayesh Shah, Director in Board and Group CFO; Mr. Susheel Kaul, our Managing Director and President, Textile Business; and we also have Mr. Nigam Shah, our Chief Financial Officer. The financial results and related presentations were uploaded to our website; hope you had time to go through it.
Let me start by reiterating the guidance that we have given in FY24 and for the full year of FY25, whereby we have said that we will look forward to a double-digit growth in
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