Arvind Ltd. — Investor Presentation 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: Investor Presentation on 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 herewith Investor Presentation 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 13:03:53 +05'30'

Jayesh Shah Whole Time Director & Group CFO DIN: 00008349

Encl.: As above.

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Arvind Limited Q3 FY26 Results

Investor Review Note

30[th ] Jan 2026| Ahmedabad

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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, 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.

2

Q3 reflections – hits & misses

What went right

• • Arvind’s key growth engines AMD & Garmenting delivered strong revenue expansion of 32% & 23%.
• • Textile business reports robust volume growth in Denim & Garmenting
• • Garmenting division records 2[nd] consecutive quarter of 10 Mn+ Pcs
• • All round performance in AMD including resumption of defense orders, favorable product mix, revival of composite business (Mass transport, pultrusion & glass fiber fabric)

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What could have gone better

  - ➢ Global trade remains volatile, with disruptions increasingly structural rather than episodic.

  - ➢ Tariff situation was expected to be resolved earlier

  - ➢ Margin expansion was partly offset by tariff and related costs of ~₹63 Cr during 9M FY26.

  - ➢ One time provision of ₹23.5 Cr (net of tax) due to implementation of new Labour Code

• • Visible improvement in margins on account of management action on cost
• • Direct revenue exposure to US stands at ~23% of topline.
• • Tangible progress on ESG initiatives led to an improved sustainability score of 73 & global rank of 6[th] by S&P DJSI
• • AAML assigned credit rating of “AA” with a stable

• outlook

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AAML: Arvind Advanced Materials Limited

Strong performance in Q3 reflects a resilient business model

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YoY
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₹ Cr
Revenues
2373 14%
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EBITDA
286 15%
PAT (Before exceptional items)
125 17%
Closing Net Debt
1270
1236
(30 [th] Sep 2025)
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• Textile

• Consistent volume growth across key segments

• Favourable product mix & realisation gain led to a revenue growth of 23% in garmenting business.

• Overall textile business reports a 9% revenue growth.

• AMD

• As guided, the division reported highest ever Revenue of ₹ 496 Cr, a growth of 32%.

• EBITDA growth (36%) mirrors growth in revenue while margins improves by ~50 bps on account of favourable operating leverage.

• This performance is backed by strong growth across sub segment & resumption of defence orders.

• EBITDA, EBITDA margin & PAT

• Highest quarterly EBITDA of ₹286 Cr[#] , a growth of 15% YoY

• – EBITDA margin crossed 12%

• PAT[^] (before exceptional items) registers a growth of 17%

# Without Tariff impact of ₹25 Cr, EBITDA would be ₹311 Cr

• ^ Impact of Labour code ₹23.5 (net of tax) is considered in exceptional items

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Q3 FY26 | Summary P&L

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Double Digit growth in top line & bottom line.

₹ Cr

Particulars	Q3 FY26	Q3 FY25	YoY Change	Q2 FY26	QoQ Change
Revenue from Operations	2,373	2,089	14%	2,371	0%
Other Income	12	11		15
EBITDA#	286	248	15%	262	9%
EBIDTA % Interest Depreciation^	12.0% 42 72	11.9% 40 62		11.0% 41 72
PBT	172	146	18%	149	16%
Tax	46	39		42
PAT$	125	106	17%	107	17%
Cash Accruals	198	169		179

^ Depreciation in Q3FY25 was lower due to phasing out of Ethiopia’s asset in earlier Qtr.

$ Exceptional Item: PAT doesn’t include Labour code impact of ~₹23.5 Cr (Total Gross Labour code impact is ~₹31.5 Cr, tax saving on the same ~₹8 Cr)

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#EBITDA includes other income

Segment Performance

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₹ Cr

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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 -41
Total 2373 286 12.0% 16.0% 2089 248 11.9% 14.6% 13.6%
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@ Reported revenue for textile division stood at ₹1831 Cr, the difference of ₹114 Cr (₹1831 - ₹1717) represents inter division sales between Textile & AMD which is eliminated to present a fair picture

Run rate ROCE considering normalized EBIT[#] and invested capital in use[*] improved by ~335 bps to ~19% (Reported ROCE is 16%)

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# excluding one offs| *Capital Employed {without CWIP} | Inter Segment constitutes elimination in consolidation for inter segment transactions

Textiles

Sustained growth momentum across textile segment

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36.7
Million M 35.0 33.2 35.1
29.1
Domestic 13.0 11.7 13.6 15.5
12.0
Export 22.0 21.5 21.5 21.2
17.1
Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26
Million M 15.2
14.6
13.9
13.0
12.0
4.8
5.1
5.2
Domestic 5.4
5.4
9.5 7.6 10.4 8.7
Export 6.6
Q3 FY25 Q4 FY25 Q1 FY25 Q2 FY26 Q3 FY26
Million Pcs 9.3 9.5 9.8 10.7 10.3
Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26
WOVENS
DENIM
GARMENTS
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Comparison for Q3 FY26 (YoY)

• With ~37 Mn Mtr, Woven division reported a growth of 5% on YoY basis & 4% sequentially

• Denim volumes registers a growth of 16% backed by higher verticalization.

• Second consecutive Qtr of 10 Mn+ full garments

• Export volumes includes sales made to export customers and shipments made to their garment factories in India

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Textile

Garmenting & core fabric segments reports healthy growth while knits underperformed

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Textile revenues*

(₹ Cr)

		~~+9%~~
			1,717
Woven	704 1,577		757		8%
Denim	294		335		14%
Garments	403		493		23%
Others	250		223
Inter Segment	-74		-92
	Q3 FY25		Q3 FY26

Q3 FY26 (YoY)

• Higher demand combined with higher capacity utilization resulted a strong growth in Woven.

• Volume-led revenue progression in Denim was enabled by a balanced product mix and deeper vertical integration.

• Garmenting revenue improved on the back of volume growth & better realization.

*Reported revenue for textile division stood at ₹1831 Cr, the difference of ₹114 Cr (₹1831 - ₹1717) represents inter division sales between textile & AMD which is eliminated to present a fair picture

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Textile

Margins preserved on the back of steady realisation

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Fabric realisation ₹/mtrs

Textile Margin

EBITDA Margins (%)

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11.2 11.2 11.2
245 246
239
236 236 10.0
Denim
8.4
206 207 206
201
197
Wovens
Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26
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Advanced Materials

AMD performance is in line with the guidance

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AMD performance summary

Comments

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Revenue ₹ Cr
+32%
496
376
27%
259
Human
204
Protection
94 33%
Industrials 71
142
Composites 101 40%
Q3 FY25 Q3 FY26
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Human Protection

• Favorable product mix

• Defense order resumed

Industrials

• Improved demand in non woven segment

• Improvement in belting reinforcement business.

Composites

• Increased pultrusion volumes in US market

• Revival of glass fabric demand across European & US market

• Mass transport commenced delivery of recently won orders.

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EBITDA
15.0% 15.5%
margins (%)
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Operational efficiency, Operating leverage & focus on cost led to improvement in margin.

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Other Updates..

Update on S&P Global Corporate Sustainability Assessment (CSA)

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Ranked #2 in India and #6 globally

S&P Global CSA

Sustainability credentials driving this score Water Stewardship JAN’24 GIWCA initiative for textile water sustainability Carbon Neutrality MAR’24 CO₂-reducing biomass boiler enabling coal-free operations Textile Waste Circularity JAN’25 Purfi’s 360° traceable recycling solution Renewable Energy Transition MAY’25 Hybrid captive power with Torrent (60% captive) Climate Action & Responsive Consumption JUL’25 SBTi-approved net-zero targets (FY2050) Water & Resource Efficiency SEP’25 First supercritical CO₂ dyeing in India Circularity in textiles SEP’25 Partnership with Circ Inc. (USA) Carbon Neutrality NOV’25 Peak Venture torrefaction project (India-first, industrial scale) Arvind

Collectively, these initiatives have positioned Arvind as a recognized ESG leader, acknowledged by customers and formally certified through improvement in the S&P DJSI Global Sustainability score and ranked 6[th] globally

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Outlook for FY26

Outlook for Q4 FY26 & Full Year FY26

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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 Bn opportunity for Indian textile exporters.

• US consumption remains strong; Fed rate cuts expected to maintain/ boost momentum

Business Outlook for Q4 FY26 & Full Year FY26

• Despite headwinds, demand situation remains robust reflecting in a healthy order book for Q4

• Textile (Fabrics & Garmenting) revenue to achieve guided growth of 10% to 12%.

• AMD to continue growth momentum to clock 17% - 20% revenue growth for full year FY26.

• Tariffs to impact certain parts of direct to US business (20-25% of overall revenue)

• ₹20-25 Cr impact on quarterly EBITDA

• Full year margin to remain stable after absorbing tariff of ~ ₹90 Cr

Capital Allocation

• FY26 CAPEX: ₹400–450 Cr, with ₹348 Cr invested to date

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Thank You!