Financial Highlights
Arvind Ltd reported a resilient set of Q3 FY26 results with broad-based revenue growth, margin expansion and strategic execution across its textile, garmenting and advanced materials divisions. The quarter underscored operational strength against lingering geopolitical and tariff pressures.
The company delivered ₹2,373 crore in consolidated revenue, up 14% year-on-year, supported by volume gains across core businesses and robust pricing in the Textile segment. EBITDA reached an all-time high ₹286 crore, up 15% YoY, driving the EBITDA margin past 12% for the first time in recent history. Profit before exceptional items rose 17% YoY to ₹125 crore, despite a ₹23.5 crore one-time impact related to the implementation of the new labour code.
Business Segment Breakdown
- Textile Division: Continued resilience with ₹1,717 crore revenue (+9% YoY) and ₹193 crore EBITDA.
- Garmenting: Strong performance with ₹493 crore revenue (+23% YoY) driven by favorable mix and realizations.
- Advanced Materials (AMD): Best quarter to date — ₹496 crore revenue (+32% YoY) and EBITDA margin expanded to 15.5% on higher volumes and operational efficiency.
Management Commentary & Outlook
Arvind signaled strategic discipline in navigating external headwinds, noting a “two-pronged approach” to sustain growth while protecting margins in an uncertain macro environment. For Q4, management highlighted geopolitical and trade uncertainties as risks, with tariff impacts expected to persist. Guidance includes mid-teens growth in Textile and Advanced Materials segments for FY26 and a stable margin trajectory. Capital expenditure is guided at ₹400–450 crore for the year.
Outlook & Risks
Looking ahead, Arvind is balancing demand recovery with external pressures from global trade dynamics. While domestic consumption is expected to underpin volumes in Q4, tariff headwinds and geopolitical volatility remain key watch points. The company’s integrated supply chain and vertical execution are cited as levers to sustain performance.