Slide 1: Exchange filing cover letter: Investor Presentation on FY26 results
L ArVIno www.arvind.com Ref. No. AL/SECT/2026-27/17 15th May, 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 Mumba
Slide 2: Arvind Limited Q4 & FY26 Results Investor Review Note
AfVIOD FASHIONING POSSIBILITIES Arvind Limited Q4 & FY26 Results Investor Review Note 15th May 2026| Ahmedabad
Slide 3: Safe harbour statement
AfVIOD FASH IONING 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 c
Slide 4: Full year FY26 reflections – hits & misses
AfVIOD Full year FY26 reflections – hits & misses FASH IONING POSSIBILITIES What went right What could have gone better + Consolidated Revenue & EBITDA reaches all time high & ➢ Despite robust demand situation, growth was grew double digit while margins improved by 37 bps limited on account of susta
Slide 5: Q4FY26 - Strong volume growth with margin expansion
AfVIOD Q4FY26 - Strong volume growth with margin expansion FASH IONING POSSIBILITIES ₹ Cr YoY Revenues • Textile – Double digit volume growth across key segments i.e Denim & 2553 15% Garments – Favourable product mix & realisation gain led to 14% growth in revenue & EBITDA with margin at 11.2% EBITD
Slide 6: FY26 concludes with a strong performance despite headwinds
AfVIOD FY26 concludes with a strong performance despite headwinds FASH IONING POSSIBILITIES ₹ Cr YoY Revenues • Achieved full year guidance in terms of revenue, EBITDA & margin 9303 12% • Consolidated revenue for the year grew double digit & crossed a record ₹9300 Cr – Steady double digit volume gro
Slide 7: Q4 & Full Year FY26 | Summary P&L
AfVIOD Q4 & Full Year FY26 | Summary P&L FASH IONING POSSIBILITIES Double Digit growth in top line & bottom line. ₹ Cr YoY YoY Particulars Q4 FY26 Q4 FY25 FY26 FY25 Change Change Revenue from Operations 2,553 2,221 15% 9,303 8,329 12% Other Income 21 30 56 65 EBITDA# 327 275 19% 1,061 919 15% EBIDTA
Slide 8: Segment Performance
AfVIOD Segment Performance FASH IONING POSSIBILITIES ₹ Cr Particulars Q4 FY26 Q4 FY25 Δ YoY Business Revenue EBIDTA EBIDTA % ROCE % Revenue EBIDTA EBIDTA % ROCE % Revenue Textiles @ 1841 207 11.2% 17.5% 1614 181 11.2% 15.5% 14.0% Advanced Material 546 95 17.3% 40.6% 451 69 15.4% 27.3% 21.1% Others 2
Slide 9: Consolidated Balance sheet as at 31st Mar 2026
AfVIOD Consolidated Balance sheet as at 31st Mar 2026 FASH IONING POSSIBILITIES ₹ Cr Particulars 31st Mar 26 31st Mar 25 Shareholders' Fund 4141 3871 • Net debt position improved by Share Capital 262 262 ₹112 Cr (9%) due to higher free Reserves & Surplus 3782 3524 cash generation Minority Interest 9
Slide 10: All key indicators have shown significant improvement
AfVIOD All key indicators have shown significant improvement FASH IONING POSSIBILITIES EPS Net Debt / Equity Net Debt / EBITDA 15.8 0.34 1.4 13.5 0.26 1.0 FY25 FY26 FY25 FY26 FY25 FY26 ROCE ROE * 13.8% 10.7% 12.6% 9.3% FY25 FY26 FY25 FY26 9 *ROE is calculated based on PAT before exceptional item
Slide 11: Textiles: Consistent volume gain in all key segments
Textiles AfVIOD Consistent volume gain in all key segments FASH IONING POSSIBILITIES +5% +6% Million M 33.2 34.9 128.0 135.8 Comparison for Q4 FY26 (YoY) WOVENS Domestic 11.7 13.9 47.0 55.0 • With ~35 Mn Mtr, Woven division reported a growth of Export* 21.5 21.0 80.9 80.8 5% on YoY basis Q4 FY25 Q4
Slide 12: Textile: Double digit revenue growth mirrors volume & realization gain
Textile AfVIOD Double digit revenue growth mirrors volume & realization FASH IONING POSSIBILITIES gain – achieves guided double digit growth in full year FY26 Textile revenues (₹ Cr) * +14% +12% 1,841 6,897 Q4 (YoY) • Woven delivered 3% revenue 1,614 6,174 inline with higher volume growth 719 offset
Slide 13: Textile: Margin unimpacted despite headwinds
Textile AfVIOD Margin unimpacted despite headwinds FASH IONING POSSIBILITIES Fabric realisation ₹/mtrs Textile Margin EBITDA Margins (%) 245 246 11.2 11.2 11.2 243 236 236 Denim 10.0 8.4 206 207 206 201 202 Wovens . . . Q4 Q1 Q2 Q3 Q4 Q4 Q1 Q2 Q3 Q4 FY25 FY26 FY26 FY26 FY26 FY25 J 1., _ _ _ _ _ _ _
Slide 14: Advanced Materials business back to full throttle in FY26
Advanced Materials AfVIOD Advanced Materials business back to full throttle in FY26, FASH IONING POSSIBILITIES touches ~₹550 Cr in Q4 AMD performance summary Comments ₹ Cr Overall: +21% +19% • Highest-ever quarterly revenue & EBITDA backed by volume growth 546 1,839 • Q4 Margins improved by ~200 bps
Slide 15: Outlook for FY27
Outlook AfVIOD Outlook for FY27 FASH IONING POSSIBILITIES Demand • The global trade environment remains uncertain amid multiple disruptions; however, demand for Textiles and Advanced Materials continues to remain resilient, with major sourcing destinations largely stable for now • The current order
Slide 16: Thank You!
Thank You!