Q3 2026 Arvind Ltd Earnings Call Transcript
Key Points
- Arvind Ltd (BOM:500101) reported a strong quarter with growth in both the textile and advanced material divisions despite challenging geopolitical conditions.
- The company achieved its highest ever quarterly revenue and EBITDA, with revenue standing at INR2,373 crores, up 14% year-on-year.
- The advanced material division reported a revenue and EBITDA growth of 32% and 36%, respectively, indicating strong performance across its subsegments.
- Arvind Ltd (BOM:500101) improved its S&P 500 ESG score from 68 to 73, ranking 6th globally among 176 participants, which enhances its appeal to Europe-based customers.
- The company maintained stable net debt levels and received an AA rating with a stable outlook for its AMD business, highlighting strong cash flows and financial discipline.
- Geopolitical volatility remains a significant challenge, with potential impacts on trade and market stability.
- The company faces tariff-related discounts, which have impacted margins, although cost-saving initiatives have helped mitigate some effects.
- There is a high dependency on the Bangladesh market for fabric exports, which poses a risk if disruptions occur in that region.
- The garmenting division, while showing growth, still has a relatively small capacity compared to the fabric portfolio, limiting vertical integration.
- The company is cautious about expanding fabric capacity, focusing instead on garmenting, which may limit immediate growth opportunities in the fabric segment.
Ladies and gentlemen, good day and welcome to the Arvind Limited Q3 FY 26 earnings conference call. As a reminder, all participants lined will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. (Operator Instructions). Please note that this conference is being recorded. I now hand over the call to Mr. Satya Prakash Mishra.
Thank you and over to you, sir.
Good afternoon everyone and a very warm welcome to Arvind Limited stunning call for the quarter ended December 2025. The financial results for the quarter and related presentations were uploaded to our website. Hope you had time to go through it.
Before we begin, let me introduce, the leadership team with me. Joining me today is Mr. Punit Lalbhai, our Vice Chairman, Mr. Jayesh Shah, full-time director and group CFO, Mr. Gurpreet Singh Bhatia, CEO and President of AMD Business, and Mr. Nigam Shah, CFO of Arvind Limited.
We will have the opening remarks by Punit, and then I'll take you
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