Q2 2026 Arvind Ltd Earnings Call Transcript
Key Points
- Arvind Ltd (BOM:500101) reported a strong consolidated revenue of 2,371 crore for the quarter, marking an 8.4% year-on-year increase.
- The company achieved a robust 70% year-on-year growth in profit after tax, reflecting strong financial performance.
- The integrated textile and apparel business crossed a volume of 10.7 million pieces, translating into a 2000 crore run rate on a quarterly basis, growing consistently at 15 to 18%.
- Arvind Ltd (BOM:500101) has successfully demerged its AMD business into a wholly owned subsidiary, Irvin Advanced Materials Limited, which is expected to drive growth.
- The company continues to lead in sustainability-driven innovation, commissioning India's first supercritical CO2 dyeing facility, which significantly reduces water, energy, and chemical usage.
- India is currently at a disadvantageous position due to high tariffs from the US, with a 50% tariff level impacting margins.
- The margin improvement was limited to 40 basis points, with overall margins at 11%, partially due to tariff-related discounts.
- The textile and AMD segments experienced margin compression due to the tariff impact.
- Arvind Ltd (BOM:500101) had to defer certain non-critical capital expenditures to maintain liquidity flexibility.
- The company faces uncertainty regarding future tariffs and their impact on customer behavior and market conditions.
Ladies and gentlemen, good day and welcome to the Irvine Limited Q2F526 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 a very warm welcome to Arvind Limited's earnings call for the quarter ended September 2025.
I hope all of you had a wonderful festive season and wishing you all a truly prosperous year ahead.
Before we begin the call, let me introduce the leadership team joining me today. We have Mr. Punit Lalbhai, our Vice Chairman, Mr. Sushil K, managing director and President of Textile Business, Mr. Gurpreet Singh Bhatia, CEO and President of AMD Business.
And Mr. Nigam Shah, CFO of Arvin Limited.
Let me begin by recollecting our thoughts from the last quarter's call. At that time, we were in the early days of tariff impact. India had appeared to be in a relatively
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
