Slide 1: Exchange filing cover letter
30th January, 2026 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 Q3 FY26 Results Investor Review Note
Arvind Limited Q3 FY26 Results Investor Review Note 30th Jan 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: Q3 reflections – hits & misses
Q3 reflections – hits & misses What went right What could have gone better + Arvind’s key growth engines AMD & Garmenting ➢ Global trade remains volatile, with disruptions delivered strong revenue expansion of 32% & 23%. increasingly structural rather than episodic. + Textile business reports robust
Slide 5: Strong performance in Q3 reflects a resilient business model
Strong performance in Q3 reflects a resilient business model ₹ Cr YoY Revenues • Textile – Consistent volume growth across key segments 2373 14% – Favourable product mix & realisation gain led to a revenue growth of 23% in garmenting business. – Overall textile business reports a 9% revenue growth.
Slide 6: Q3 FY26 | Summary P&L
Q3 FY26 | Summary P&L Double Digit growth in top line & bottom line. ₹ Cr YoY QoQ Particulars Q3 FY26 Q3 FY25 Q2 FY26 Change Change Revenue from Operations 2,373 2,089 14% 2,371 0% Other Income 12 11 15 EBITDA# 286 248 15% 262 9% EBIDTA % 12.0% 11.9% 11.0% Interest 42 40 41 Depreciation^ 72 62 72 PB
Slide 7: Segment Performance
Segment Performance ₹ Cr Particulars Q3 FY26 Q3 FY25 Δ YoY Business Revenue EBIDTA EBIDTA % ROCE % Revenue EBIDTA EBIDTA % ROCE % Revenue Textiles @ 1717 193 11.2% 15.8% 1577 177 11.2% 15.3% 8.9% Advanced Material 496 77 15.5% 39.1% 376 57 15.0% 27.3% 31.8% Others 200 16 177 14 Inter Segment @ -41 -
Slide 8: Sustained growth momentum across textile segment
Textiles Sustained growth momentum across textile segment Million M 35.0 35.1 36.7 33.2 29.1 Comparison for Q3 FY26 (YoY) WOVENS Domestic 13.0 11.7 13.6 15.5 12.0 • With ~37 Mn Mtr, Woven division reported a growth of Export* 22.0 21.5 17.1 21.5 21.2 5% on YoY basis & 4% sequentially Q3 FY25 Q4 FY25
Slide 9: Garmenting & core fabric segments report healthy growth while knits underperformed
Textile Garmenting & core fabric segments reports healthy growth while knits underperformed Textile revenues* (₹ Cr) +9% Q3 FY26 (YoY) 1,717 • Higher demand combined with 1,577 higher capacity utilization resulted a strong growth in Woven. 757 8% Woven 704 • Volume-led revenue progression in Denim w
Slide 10: Margins preserved on the back of steady realisation
Textile Margins preserved on the back of steady realisation Fabric realisation ₹/mtrs Textile Margin EBITDA Margins (%) 245 246 11.2 11.2 11.2 239 236 236 10.0 Denim 8.4 206 207 206 197 201 Wovens Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 9
Slide 11: AMD performance is in line with the guidance
Advanced Materials AMD performance is in line with the guidance AMD performance summary Comments Revenue ₹ Cr Human Protection • Favorable product mix +32% • Defense order resumed 496 Industrials 376 27% • Improved demand in non woven segment 259 • Improvement in belting reinforcement business. Huma
Slide 12: Update on S&P Global Corporate Sustainability Assessment (CSA)
Other Updates.. Update on S&P Global Corporate Sustainability Assessment (CSA) Ranked #2 in India and #6 globally Sustainability credentials driving this score S&P Global CSA Water Stewardship JAN’24 GIWCA initiative for textile water sustainability Carbon Neutrality MAR’24 CO₂-reducing biomass boil
Slide 13: Outlook for Q4 FY26 & Full Year FY26
Outlook for FY26 Outlook for Q4 FY26 & Full Year FY26 Macro Environment • Uncertainty & volatility at new heights due to multiple fronts in geopolitics & global trade • Domestic discretionary consumption is expected to have a higher percentage in Indian GDP • Signing of European FTA presents a ~$140
Slide 14: Thank You!
Thank You!