Arvind Ltd (NSE:ARVIND)

Q4 2026 Arvind Ltd Earnings Call Transcript

May 16, 2026 / 05:30 AM GMT

Transcript

Key Points

Positve

Arvind Ltd (BOM:500101) reported strong volume growth across all core segments, with denim volume growing by 19% and woven fabric reaching an all-time high.
The company achieved a significant improvement in EBITDA margins, which increased by 200 basis points in Q4.
Arvind Ltd (BOM:500101) reduced net debt by INR 112 crores, supported by strong free cash generation.
The company announced a strategic acquisition of a 61% stake in US-based Dalco GFT, marking its entry into the world's largest technical textile market.
Arvind Ltd (BOM:500101) plans to invest INR 450 to INR 500 crores in growth CapEx for FY '27, funded through internal accruals, indicating a strong focus on future growth.

Negative

The company faces ongoing geopolitical uncertainties, including evolving situations in the Middle East, which may impact input costs and supply chains.
There is a risk of margin pressure in the first half of FY '27 due to rising input costs across product lines.
Arvind Ltd (BOM:500101) anticipates potential disruptions in demand in the second half of FY '27 due to global uncertainties and inflation impacting discretionary consumption.
The company is operating in a supply-constrained environment in India, particularly in the garmenting sector, which may limit growth potential.
Despite strong performance, the company acknowledges that achieving price hikes from customers is challenging and often involves a lag effect.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ARVN.NS - Arvind Ltd
Q4 2026 Arvind Ltd Earnings Call
May 16, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, good day and welcome to the Aravind Limited Q4 FY26 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 this conference call, please signal an operator by pressing *, then 30 on a touchstone pole.

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.

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Unidentified_2 [2]
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