Slide 1: Exchange filing cover letter for investor presentation
7th November, 2025 To, To, BSE Limited National Stock Exchange of India Limited Listing Dept. / Dept. of Corporate Services, Listing Dept., Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C/1, G. Block, Dalal Street, Bandra-Kurla Complex, Mumbai - 400 001. Bandra (E), Mumbai - 400 051
Slide 2: Arvind Limited Q2 FY26 Results Investor Review Note
Arvind Limited Q2 FY26 Results Investor Review Note 07th Nov 2025| Ahmedabad
Slide 3: Safe harbour statement
Safe harbour statement Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, perfor
Slide 4: Q2 reflections – hits & misses
Q2 reflections – hits & misses What went right What could have gone better + Strong volume growth in Fabric & Garmenting, Near term ➢ Uncertainty & unpredictability continues for US orderbook full business. + Garment volume of 10.7 Mn pcs, a growth of 17% YoY ➢ Margin expansion restricted to ~41 bps
Slide 5: Steady growth & margins
Steady growth & margins ₹ Cr YoY Revenues • Textile – Volume growth across segments in spite of global 2371 8% uncertainty – +17% Δ in Garmenting volume, crosses 10.7 Mn Pcs. – +16% Δ in Denim volume, crosses 15 Mn Mtr EBITDA – Woven volume surpasses 35 Mn Mtr resulting 100% 262 13% utilisation • AM
Slide 6: Q2 FY26 & H1 FY26 Summary P&L
Q2 FY26 & H1 FY26 | Summary P&L Best ever Q2 performance (Revenue, EBITDA & PAT) ₹ Cr YoY YoY Particulars Q2 FY26 Q2 FY25 H1'FY26 H1'FY25 Change Change Revenue from Operations 2,371 2,188 8% 4,377 4,019 9% Other Income 15 12 24 25 EBITDA# 262 233 13% 448 396 13% EBIDTA % 11.0% 10.6% 10.2% 9.8% Inter
Slide 7: Segment Performance
Segment Performance ₹ Cr Particulars Q2 FY26 Q2 FY25 Δ YoY Business Revenue EBIDTA EBIDTA % ROCE % Revenue EBIDTA EBIDTA % ROCE % Revenue Textiles 1803 180 10.0% 14.2% 1633 168 10.3% 15.0% 10.4% Advanced Material 446 60 13.6% 29.7% 388 60 15.3% 28.5% 14.9% Others 185 22 188 5 Inter Segment -63 -21 T
Slide 8: Consolidated Balance sheet as at 30th Sep 2025
Consolidated Balance sheet as at 30th Sep 2025 ₹ Cr Particulars 30th Sep 25 31st Mar 25 Shareholders' Fund 3927 3871 • Long term borrowing at ₹342 Cr, Share Capital 262 262 decreased by ₹52 Cr on account Reserves & Surplus 3575 3524 of scheduled repayment. Minority Interest 90 85 Borrowings 1348 137
Slide 9: Strong operational performance delivering peak volumes
Textiles Strong operational performance delivering peak volumes 35.0 35.1 Comparison for Q2 FY26 (YoY) Million M 32.7 33.2 29.1 • Woven volume surpasses 35 WOVENS Domestic 11.7 13.0 11.7 13.6 12.0 Mn mtr, a growth of 8% on YoY basis & 21% sequentially. Export* 21.0 22.0 21.5 17.1 21.5 • Denim volume
Slide 10: Strong segmental performance driven by healthy realisation and vertical integration
Textile Strong segmental performance driven by healthy realisation and vertical integration Textile revenues (₹ Cr) Q2 FY26 (YoY) +10% • Stable pricing and optimized 1,803 product mix fueled consistent revenue expansion for woven. 1,633 738 • Balanced product portfolio 8% Woven 682 dovetail by verti
Slide 11: Realisation remained stable as tariff related impact taken in cost line item
Textile Realisation remained stable as tariff related impact taken in cost line item Fabric realisation ₹/m Textile Margin EBITDA Margins (%) 245 246 11.2 11.2 243 239 10.3 236 10.0 Denim 8.4 206 207 206 201 Wovens 197 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 1
Slide 12: AMD reported a positive momentum and strength across segments
Advanced Materials AMD reported a positive momentum and strength across segments AMD performance summary Comments Revenue (₹ Cr) Overall • Topline growth returns to healthy mid-teens +15% • Limited impact of tariff so far, customers base 446 remains strong & inquiry levels are high 388 • AMD busines
Slide 13: Shaping a sustainable and responsible future
Other Updates.. Shaping a sustainable and responsible future Sustainable Dyeing Technology Circularity in Textiles Climate Leadership First ever supercritical CO2 dyeing Partnership with Circ Inc. (USA) to SBTi Net-Zero Commitment Technology in India delivering upto… embed circular material in to pr
Slide 14: Outlook for Q3 FY26
Outlook for Q3 FY26 Macro Environment • US consumption remains strong; Fed rate cuts expected to maintain/ boost momentum • GST and personal tax cuts expected to lift discretionary consumption • Early festivals expected to result in a longer wedding season Business Outlook for Q3 FY26 • Healthy Q3 o
Slide 15: Thank You!
Thank You!