Slide 1: Intimation to exchanges: presentation of unaudited results
Ref. No. AL/SECT/2026-27/50 August 12, 2026 BSE Limited National Stock Exchange of India Ltd. 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), Mu
Slide 2: Arvind Limited Q1 FY27 Results Investor Review Note
Arvind Limited Q1 FY27 Results Investor Review Note 12th Aug 2026| 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: Q1 reflections – hits & misses
Q1 reflections – hits & misses What went right What could have gone better + Acquired majority stake in Dalco-GFT (USA), largest-ever ➢ Geopolitical uncertainties & disruption in key shipping acquisition by Arvind, at an Enterprise value of US$136 Mn. channels impacted supply chain + Robust demand s
Slide 5: Strong demand & Inorganic growth fueled robust Q1 performance
Strong demand & Inorganic growth fueled robust Q1 performance ₹ Cr YoY* Revenues • Consolidated revenues up ~25% driven by strong volume growth in Textiles, AAML & addition of Dalco-GFT – Denim & Woven volume up 34% & 7% respectively on account of 2501 25% introduction of new products [Flannel, Cord
Slide 6: Q1 FY27 | Summary P&L
Q1 FY27 | Summary P&L ₹ Cr Q1 FY27 YoY Q1 FY27 Q1 FY27 YoY Particulars Q1 FY27 Q1 FY26 W/o Dalco-GFT & Change Dalco-GFT US Hold Co's Change US Hold Co's Revenue from Operations 2,501 2,006 25% 157 - 2,344 17% Other Income 18 9 0 - 18 EBITDA* 258 186 39% 24 - 234 26% EBITDA % 10.3% 9.3% 15.1% - 10.0%
Slide 7: Overall margins improved despite sharp increase in raw materials prices in Textiles
Overall margins improved despite sharp increase in raw materials prices in Textiles Particulars Q1 FY27 Q1 FY26 Δ YoY Business Revenue EBIDTA EBIDTA % Revenue EBIDTA EBIDTA % Revenue Textiles @ 1735 139 8.0% 1536 130 8.4% 13.0% Advance Materials India 493 74 14.9% 351 45 12.9% 40.2% Dalco-GFT 157 24
Slide 8: Textiles: Volume growth in line with expectation, robust demand
Textiles Volume growth in line with expectation, robust demand +7% Million M 35.1 36.7 34.9 29.1 31.2 Comparison for Q1 FY27 (YoY) WOVENS Domestic 13.6 15.5 13.9 12.0 13.9 • Woven division reported a growth of 7% inspite of weak Export* 17.1 21.5 21.2 21.0 17.3 season due to steady demand Q1 FY26 Q2
Slide 9: Mid-teen growth in textiles aligns within guided range
Textile Mid-teen growth in textiles aligns within guided range Textile revenues (₹ Cr) Q1 FY27 (YoY) +13% 1,735 • Volumes growth of 7% & realization gain resulted in 9% 1,536 growth in woven fabric 676 9% Woven 619 • Revenue growth in Denim reflected the combined impact of YoY increase in volume and
Slide 10: Margins impacted due to RM price pressure
Textile Margins impacted due to RM price pressure Fabric realisation ₹/mtrs Textile Margin EBITDA Margins (%) 253 11.2 11.2 246 243 236 236 Denim 10.0 8.4 8.0 207 206 209 201 202 Wovens Q1 Q2 Q3 Q4 Q1 Q1 Q2 Q3 Q4 Q1 FY26 FY26 FY26 FY26 FY27 FY26 FY26 FY26 FY26 FY27 9
Slide 11: Advanced Materials Business delivers strong performance, Addition of Dalco-GFT amplifies growth
Advanced Materials Advanced Materials Business delivers strong performance, Addition of Dalco-GFT amplifies growth AMB performance summary Comments ₹ Cr Human Protection • Growth driven by normalization of Defense procurement & easing +85% of tariff pressure in US 650 Industrials: Dalco • Capacity u
Slide 12: Update on Dalco-GFT
Advanced Materials Update on Dalco-GFT ₹ Cr Particulars Q1 FY27 Q1 FY27 Period 3 months 1.8 months Revenue 244.0 157.2 EBITDA 39.8 23.7 EBITDA % 16.3% 15.1% Revenue • Demand situation for Dalco-GFT products remains robust with opportunity in Geo-Textile backed by focus on infrastructure in USA • Mob
Slide 13: Outlook for Q2 FY27
Outlook for Q2 FY27 Macro Economic conditions 1. Going live of UK FTA was a positive trigger and expected to unlock fresh demand shift to India 2. Indian textile and apparel market is showing resumed growth. Early festival season promises continuing momentum Business 1. While disruptions and uncerta
Slide 14: Annexures
Annexures
Slide 15: Consolidated Dalco-GFT- Balance Sheet as on 30th Jun'26
Advanced Materials Consolidated Dalco-GFT- Balance Sheet as on 30th Jun’26 ₹ Cr Particulars Amount Note: Equities & Liabilities Equity & Reserves 404 1. The Illustrated balance sheet no. corresponds to consolidated Total Debt 468 entities in US including 1. Arvind Advanced Materials US TopCo. Inc 2.
Slide 16: Snapshot of AAML Financials including US Entities
Advanced Materials Snapshot of AAML Financials including US Entities Total AMB Particulars AAML India Dalco-GFT* US Hold Co's* including Dalco* (A) (B) (C) (A+B+C) Revenue 493 157 - 650 EBITDA 74 24 - 97 EBITDA % 14.9% 15.1% 15.0% Depreciation 8 6 11 24 EBIT 66 18 -11 73 Other income 7 0 0 7 Interes
Slide 17: Thank You!
Thank You!