Arvind Management Guidance Tracker

8 forward-looking guidance items tracked across 2 quarters.

Revenue

Q3 FY26Q4 FY26 performance expected similar to Q3Active

Management expects the trajectory to continue with Q4 performance similar to Q3.

Q4 FY26Double-digit revenue growth in FY27Active

Management expects to maintain double-digit revenue growth, with high-teens growth in Advanced Materials and mid-teens growth in garmenting.

Growth

Q3 FY26AMD growth aspiration of 18-20% CAGRTracked

Advanced Materials division targets 18-20% CAGR growth with 14-15% EBITDA margins over the long term.

Q4 FY26Garmenting capacity to reach 60 million pieces by FY27-endTracked

Garmenting capacity expected to reach 60 million pieces by end of FY27, with shipping volumes above 50 million pieces.

Expansion

Q3 FY26Garmenting capacity expansion to 55 million piecesTracked

Garmenting capacity moving towards 55 million pieces, to be completed over the next financial year.

Capex

Q3 FY26Capex guidance of ₹400 crore ± ₹50 crore for FY27Tracked

Annual capex expected to be around ₹400 crore, plus or minus ₹50 crore.

Q4 FY26Capex of ₹450-500 crore in FY27 (ex-Dalco)Tracked

Planned capex of ₹450-500 crore for FY27, funded through internal accruals, plus additional ~₹50 crore for Dalco.

Margins

Q4 FY26EBITDA margin pressure of 100-150 bps in H1 FY27Active

Input cost inflation (cotton, energy, chemicals) may reduce EBITDA margins by 1-1.5% in the first half, with recovery expected in H2 subject to easing geopolitical tensions.