Slide 1: Exchange filing cover letter
L ArVIno www.arvind.com 29th July, 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
Slide 2: Arvind Limited Q1 FY26 Results Investor Review Note
J\rVIOD FASHIONING POSSIBILITIES Arvind Limited Q1 FY26 Results Investor Review Note 29th July 2025| Ahmedabad
Slide 3: Safe harbour statement
AfVIOD FASHIONING POSSIBILITIES 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 co
Slide 4: Q1 reflections – hits & misses
AfVIOD Q1 reflections – hits & misses FASHIONING POSSIBILITIES What went right What could have gone better + All business segments reported steady volume despite ➢ Margin pressure arose from higher air freight tariff-related uncertainty. and additional discounting in response to US tariffs. + Garmen
Slide 5: Diversified business ensures resilient Q1 performance
AfVIOD Diversified business ensures resilient Q1 performance FASHIONING POSSIBILITIES ₹ Cr YoY Revenues • Consolidated revenues up ~10% driven by volume growth in AMD & Textiles 2006 10% – Denim & Woven volume up 9% & 8% respectively – Garmenting reported volume of 9.8Mn Pcs EBITDA – AMD clocked vol
Slide 6: Q1 FY26 | Summary P&L
AfVIOD Q1 FY26 | Summary P&L FASHIONING POSSIBILITIES YoY All figures in INR Cr Q1 FY26 Q1 FY25 Change Revenue from Operations 2,006 1,831 10% Other Income 9 13 EBITDA 186 163 14% EBIDTA % 9.3% 8.9% Interest 41 40 Depreciation 69 68 PBT 76 54 41% Tax 22 11 PAT 53 39 35% Cash Accruals 123 112 5 *EBIT
Slide 7: Segment Performance
AfVIOD Segment Performance FASHIONING POSSIBILITIES In Inr Cr Q1 FY26 Q1 FY25 Δ YoY Business Revenue EBIDTA EBIDTA % Revenue EBIDTA EBIDTA % Revenue Textiles 1536 130 8.4% 1350 99 7.4% 13.8% Advanced Material 351 45 12.9% 329 46 13.9% 6.8% Others & Inter Segment 119 11 152 18 Total 2006 186 9.3% 183
Slide 8: Textiles: Q1 FY26 witnessed YoY volume growth across all segments
Textiles AfVIOD Q1 FY26 witnessed YoY volume growth across all segments FASHIONING POSSIBILITIES Base Q1FY25 impacted by industrial action 35.0 ----------. Million M 32.7 33.2 27.0 29.1 Comparison for Q1 FY26 (YoY) WOVENS Domestic 11.7 13.0 11.7 10.6 12.0 Export* 21.0 22.0 21.5 • Woven registered a
Slide 9: Revenue growth aligns with volume & realization
Textile AfVIOD Revenue growth aligns with volume & realization FASHIONING POSSIBILITIES Textile revenues (₹ Cr) +14% Q1 (YoY) 1,536 • Revenue growth in woven 1,350 reflected the combined impact of YoY increase in volume and 619 realization. Woven 530 C) 17% • Denim volumes grew 9% resulting in 11% r
Slide 10: Realization gain transient, Margin improvements are not comparable
Textile AfVIOD Realization gain transient, Margin improvements are not FASHIONING POSSIBILITIES comparable Fabric realisation ₹/m Textile Margin EBITDA Margins (%) ----------. ----------. 245 246 11.2 11.2 241 243 239 10.3 Denim 8.4 7.4 206 207 201 Wovens 197 193 I I I Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY2
Slide 11: Advanced Materials: 16% volume growth offset by adverse product mix
Advanced Materials AfVIOD 16% volume growth offset by adverse product mix; margins FASHIONING POSSIBILITIES impacted by higher customer discounts. AMD performance summary Comments ₹ Cr Human Protection • Deferment of defense orders impacted growth +7% • Strong orderbook and pipeline from export 351
Slide 12: Outlook for Q2 FY26 & Beyond
AfVIOD Outlook for Q2 FY26 & Beyond FASHIONING POSSIBILITIES Macro Economic conditions 1. Global esp US business environment remains uncertain as trade discussions continue to be in progress 2. UK FTA expected to trigger fresh demand shift to India 3. Indian textile and apparel market is showing res
Slide 13: Thank You!
Thank You!