Q4 2025 Arvind Ltd Earnings Call Transcript
Key Points
- Arvind Ltd (BOM:500101) demonstrated strong recovery in Q4 FY25, particularly in its textile and advanced material divisions.
- The company achieved a high capacity utilization rate of over 95% in its textile division, with a 16% growth in volume for the full year.
- Arvind Ltd is capitalizing on the China plus one strategy, driving supply chain diversification and long-term growth opportunities.
- The company reported a significant increase in EBITDA margin, reaching 12.4%, the highest in the last 16 quarters.
- Arvind Ltd maintained a stable debt level and generated substantial free cash flow from operations, funding its entire CapEx program.
- The company faced temporary workers' unrest and demand fluctuations, impacting its performance earlier in the year.
- Geopolitical tensions and tariff-related uncertainties have created a challenging business environment.
- Short-term margin pressure is expected due to increased costs from tariffs, impacting both textiles and AMD divisions.
- The AMD division experienced a temporary slowdown due to labor unrest and demand challenges in earlier quarters.
- The company anticipates temporary margin headwinds for the first 1.5 quarters of the new financial year.
Ladies and gentlemen, good day and welcome to the Arvind Limited Q4 FY25 earnings conference call.
As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing start, then 0 on attached to phone.
I now hand the conference over to Mr. Sathya Prakash Mishra.
Thank you and over to you, sir.
Thank you. Good afternoon, everyone. A warm welcome to the earnings conference call of Irwin Limited.
Thank you for taking your time out to participate in today's call to discuss.
The operational and financial results for the fourth quarter and full year of the financial year 2,425. I'm pleased to join today by Mr. Bit Lahai, Vice Chairman, Mr. Jay Shah, executive director and group CFO, Mr. Susilon, managing director and President textile business, Mr. Gurpreet Singh Bhatia, CEO of AMD
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