Arvind Ltd. — Interim / Quarterly Report 2026

Jul 29, 2025

29[th] July, 2025

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 30[th] June, 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 30[th] June, 2025.

You are requested to take the same on records.

Thanking you.

Yours faithfully, For Arvind Limited

KRUNAL Digitally DEVENDRA signed by KRUNAL KUMAR DEVENDRAKU BHATT MAR BHATT Krunal Bhatt Company Secretary

Encl.: As above.

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PRESS RELEASE

Arvind Ltd kicks off FY26 with a stable Q1, reaffirming confidence in full-year growth and profitability led by a stronger H2.

Highlights for Q1 FY26 (Comparison on a YoY basis):

• Consolidated Revenue at ₹2,006 Cr and EBITDA at ₹186 Cr with margin of 9.3%.

• Garmenting division records highest quarterly revenue at ₹485 Cr, a growth of 18%

• New and high value customer acquisition along with higher volume of 9.8 Mn pieces, led to significantly improved performance in garmenting division.

• AMD-Mass Transport segment bags a large order of ₹200 Cr executable in 5 years.

Ahmedabad, 29[th] July 2025: Arvind Ltd, India's leading textile and apparel company, today announced its financial results for the first quarter of the Financial Year 2025-26. The result reflected stable performance in both volumes and revenue, underscoring steady demand and improving operational efficiency across the segments, despite the backdrop of global uncertainty and shifting geopolitical dynamics.

₹ in Cr

Particulars	Q1 FY25	Q1 FY26	YoY Change
Revenue	1831	2006	10%
EBITDA	163	186	14%
EBITDA %	8.9%	9.3%	+40 bps
PAT	39	53	35%

Arvind Limited commenced FY26 with a stable first quarter performance, navigating anticipated global uncertainties with resilience. As expected, Q1 reflected the impact of shifting sourcing strategies due to new US tariffs and industry-wide cost pressures. Despite these headwinds, the company recorded healthy volume growth in its core fabric and garmenting businesses, and remains on track to deliver stronger revenue and margin performance in the second half of the year, in line with its traditional 40:60 H1-H2 split.

In Q1 FY26, Arvind’s fabric business—including denim and woven—delivered high single-digit volume growth, supported by improved realizations, resulting in double-digit revenue expansion. The garmenting division achieved its highest quarterly output in three years, with 9.8 million pieces produced, and is on track to reach the targeted annual run-rate of 42–45 million pieces. The company also continued expanding into newer categories like knits, aligning with evolving customer demand.

While margins were temporarily impacted by higher input costs, discounts, and air freight due to tariff-led disruptions, strategic focus on vertical integration and operational efficiency has laid a solid foundation for improved performance in H2.

Arvind’s Advanced Materials Division faced order deferment in the business segment aligned to defence sector and tariff-driven procurement pause in Composite projects. In addition to lower growth, the division also witnessed margin pressure in Q1 FY26 due to tariff-related cost absorption. However, with a strong order pipeline and cost optimization measures underway, the division is expected to recover in H2 of FY26.

Business highlights for Q1 FY26 (Comparison on YoY basis)

The quarter demonstrated promising growth potential from a demand standpoint.

• Denim fabric registered 13 Mn meters, a growth of 9% aided by stronger verticalization efforts.

• Woven fabric division registered a volume of 29 Mn meters, a growth of 8%, however the said growth could have been higher, but for higher absenteeism & a lean season.

• Garmenting division almost touched 10 Mn pieces of full garments volume for the first time in last three years, which is a growth of 6%. Along with volume growth, the division also witnessed normalization of realization and a favourable product and customer mix.

The volume growth in our textile business is attributable to our continued efforts to increase wallet share with marquee clients, acquire new customers, and diversify product categories— reflecting the success of our verticalization strategy.

• The AMD division reported a 16% growth this quarter in terms of volume, reflecting strong product portfolio and market presence.

• The strong base further solidified with the latest order secured (₹200 Cr to be executed over a period of ~5 years) by the Mass transport business for the Vande Bharat train program of Indian Railways.

• However, revenue and EBITDA growth momentum from the previous quarters diluted in Q1 FY26, on account of an adverse product mix across segments and higher cost absorption owing to tariff impact.

Financial Highlights for Q1 FY26 (Comparison on YoY basis)

• Consolidated revenue and EBITDA for the quarter stood at ₹2,006 crore and ₹186 crore, reflecting a growth of 10% and 14% YoY, respectively. EBITDA margin for the quarter was 9.3%

• Textile division for the quarter achieved revenue of ₹1,536 Cr, a growth of 14%, with EBITDA of ₹130 Cr translating in to margin of 8.4%. the above said revenue includes Garmenting division revenue of ₹485 Cr, which is its highest ever quarterly performance.

• AMD reported a revenue of ₹351 Cr which is a growth of 7%. EBITDA for the same period stood at ₹45 Cr with a margin of 13%.

• The company registered a Profit after tax (PAT) of ₹53 Cr with growth of 35% on YoY basis.

This quarter’s performance remains steady, though it follows a softer base from last year, making direct comparisons less meaningful. Each quarter had its own set of dynamics and is best viewed in its own context.

Guidance for Q2 and full year FY26

The global trade environment remains uncertain, particularly in the US, where key tariff and policy discussions are still underway. In contrast, the recently signed UK–India Free Trade Agreement is expected to shift sourcing preferences in India’s favour, creating fresh export opportunities for the textile sector. Domestically, the Indian textile and apparel market is showing signs of recovery, with an early festive season expected to sustain momentum.

Amid these dynamics, Arvind Limited is well-positioned to capitalize on emerging demand.

• Strong Order book momentum: Both the Textiles and Advanced Materials Division (AMD) are witnessing robust order inflows, signalling increased global interest in India as a sourcing destination.

• Garment volume growth: Garment volumes are expected to grow by 14%–17% in FY26, driven by deeper customer engagements and expanded capabilities.

• Second-half acceleration: Business performance is projected to improve significantly in H2, with both Garment and AMD segments poised for double-digit growth and margin expansion.

• High-value AMD programs: Key defence and high-value customer programs in the AMD division are expected to revive in the second half.

• Capex on track: Capital investments of ₹450–475 crore is planned for FY26, with all ongoing projects progressing as scheduled to support capacity expansion and longterm growth.

Despite a challenging start, FY26 is shaping up to be a year of meaningful growth for Arvind. While margin pressures are expected to persist in the first half, we remain confident of a stronger second half, supported by solid volume commitments, operational efficiencies, and strategic execution. We stay firmly focused on our long-term goals and sincerely thank all our stakeholders for their continued trust and support.

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.