Arvind Ltd. — Earnings Release 2026

Jan 30, 2026

30[th] January, 2026

To,

BSE Limited

Listing Dept. / Dept. of Corporate Services, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001.

Security Code: 500101 Security ID: ARVIND

To,

National Stock Exchange of India Limited Listing Dept., Exchange Plaza, 5[th] Floor, Plot No. C/1, G. Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.

Symbol: ARVIND

Dear Sir/Madam,

Sub: Press Release - Unaudited Financial Results for the quarter ended on 31[st] December, 2025

Ref.: Regulations 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015

Pursuant to Regulations 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose a copy of the press release being issued by the Company in respect of Unaudited financial results for the quarter ended on 31[st] December, 2025.

You are requested to take the same on records.

Thanking you.

Yours faithfully, For, Arvind Limited

JAYESH KANTILAL SHAH Digitally signed by JAYESH KANTILAL SHAH DN: c=IN, o=Personal, postalCode=380054, l=Ahmadabad, st=Gujarat, street=26,AMALTAS BUNGLOWS BODAKDEV ROAD, Ahmadabad City, Gujarat India- 380054-, title=8955, 2.5.4.20=a5cd50e387adfe9e7228ff8ff96ed4ce28e5a66af700fbc59b8bc7807091c290, serialNumber=d1911a570eef6035c6d7e08f950db59151624766896fb00d8eddcff4b1cea1e3, email=jayesh.shah@arvind.in, cn=JAYESH KANTILAL SHAH Date: 2026.01.30 13:00:50 +05'30'

Jayesh Shah Whole Time Director & Group CFO DIN: 00008349

Encl.: As above.

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PRESS RELEASE

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Arvind advances its growth momentum into Q3 amidst trade headwinds

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Highlights for Q3 FY26 (Comparison on a YoY basis):

• Consolidated revenue at ₹2,373 Cr, up 14%, aided by volume growth, steady realization in textile and bounce back in AMD performance

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• Delivered an all-time high EBITDA of ₹286 Cr, reflecting 15% growth and margin crosses 12%

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• Record performance in AMD, Top line grew 32% to ₹496 Cr while margin expanded to 15.5%

• Garmenting volume records second consecutive qtr. of 10 Mn+ pcs, with revenue growth of 23%

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Ahmedabad, 30[th] Jan 2026: Arvind Ltd, India's leading textile and apparel company, today announced its financial results for the third quarter and nine months ended 31 December 2025. The result delivered growth in volumes and revenues and met margin improvement guidance. Performance remained resilient, supported by steady demand and improved execution amid tariff pressures and volatility.

₹ in Cr

	Particulars	Q3 FY25	Q3 FY26	YoYChange	9M FY25	9M FY26	YoY Change
	Revenue	2089	2373	14%	6108	6750	11%
	EBITDA	248	286	15%	643	734	14%
	EBITDA %	11.9%	12.0%	10 bps	10.5%	10.9%	40 bps
	PAT	106	125	17%	213	286	34%

The Company adopted a two-pronged approach to expand into alternate markets and leverage internal capabilities to sustain growth and protect margins. Concurrently, Arvind sharpened its India-for-India model, underpinned by niche offerings, a diversified portfolio, and a balanced integrated supply chain.

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Business highlights for Q3 FY26 (Comparison on YoY basis)

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The quarter witnessed robust volume growth across core business segments, which is as per the guidance provided in the Q2 FY26 call.

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• Denim fabric achieved a volume of 13.9 Mn meters, up 16%, supported by higher verticalization.

• Woven fabric registered a volume of 36.7 Mn meters, a growth of 5%.

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• Garmenting division achieved second consecutive quarter of 10 Mn+ pcs, an increase of 11%.

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Textile volumes grew on higher wallet share with marquee customers and product diversification, reflecting the verticalization strategy. The focus on deeper customer engagement and scale expansion enabled higher volumes, even where selective tariff absorption was required.

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AMD delivered strong revenue and margin growth, driven by operational efficiencies, favourable product mix and resumption of defence orders.

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Financial Highlights for Q3 FY26 (Comparison on YoY basis)

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• Consolidated Revenue and EBITDA stood at ₹2,373 Cr and ₹286 Cr, up 14% and 15% respectively.

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• Margin improvement program enabled EBITDA margin to cross 12%, though impacted by tariff-related discounts, reducing the EBITDA by ₹25 Cr in Q3 and ₹63 Cr in 9M FY26.

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• Higher volumes and cost actions mitigated part of the tariff impact; excluding tariffs, margins would have exceeded the 13%, in line with medium-term guidance.

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• Textile division achieved a revenue of ₹1,717 Cr, up 9%, with EBITDA of ₹193 Cr at 11.2% margin.

• Garmenting division revenue at ₹493 Cr, up 23%, backed by favourable product mix & realization.

• AMD reported its highest ever quarterly revenue and EBITDA of ₹496 Cr (up 32%) and ₹77 Cr (up 36%).

• AMD EBITDA margin reached 15.5% on account of higher growth leading to better operating leverage.

• Profit after tax (PAT) before exceptional item stood at ₹125 Cr, up 17%.

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• The implementation of the new labour code led to a one-time P&L impact of ₹23.5 Cr (net of tax)

• ROCE on a run rate basis increased by ~150 bps and reached 16% (19% Considering normalized EBIT (excluding one-offs) and Invested capital in use i.e., excluding CWIP)

• The company has spent about ₹348 Cr in various growth capex projects in the first 9 months of FY26.

• The company maintained its net debt at ₹1,236 Cr similar to Mar’25 levels.

Other Highlights

• Arvind’s sustainability score improved to a record 73 (significantly above the global industry average of 31) and global rank of 6[th] (worldwide among 158 peers in the Textiles sector) by S&P DJSI.

• AAML was assigned a rating of “AA” (Stable) by India Ratings. This is the highest in the Arvind group, supported by strong business model, cash flows and disciplined capital management.

Guidance for Q4

• Market environment remains uncertain due to geopolitical and trade factors, while domestic consumption is expected to support demand recovery; Healthy order book for Q4

• Full year of FY26 is expected to deliver revenue growth of 10–12% in Textile and 17-20% in AMD.

• Expected tariffs impact of ₹20–25 Cr in Q4 and ~₹90 Cr in full year FY26.

• Full-year EBITDA margins is expected to remain stable on YoY basis.

• Growth capex guidance for full year at ₹400–450 Cr.

In an increasingly disrupted global environment, legacy assumptions are giving way to more resilient and adaptive business models. Arvind’s integrated supply chain provides a strong foundation to build new partnerships, respond to shifting trade dynamics, and sustain competitive advantage. The Company continues to adapt to this evolving landscape, and the performance over recent quarters reflects the effectiveness of this approach. Anchored in a long-standing value system that emphasizes partnership, discipline, and responsible decision-making, Arvind remains focused on navigating volatility while consistently creating long-term value for its stakeholders.

About Arvind Ltd:

Arvind is a textile to retail conglomerate with focus on textiles, apparels, advanced materials, environmental solutions, telecom and Omni-channel commerce. Arvind Limited is an integrated solutions provider in textiles with strong fiber to fashion capabilities for a global customer base. It is also a design powerhouse implementing innovative concepts and generating intellectual property. It ranks amongst the top suppliers of fabric worldwide. The company strives every day to create opportunities beyond conventional boundaries and believes that the possibilities are endless. For more information, please visit https://www.arvind.com/

For further information please contact:

Satya Prakash Mishra | Head - Investor Relations | (Mobile: 7036228882) | Satyaprakash.mishra@arvind.in

Disclaimer:

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, performance or events to differ materially from those expressed or implied in such statements. None of Arvind Limited or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its content or otherwise arising in connection with this document. This document does not constitute an offer or invitation to purchase or subscribe for any shares and neither it nor any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever.