Risks
4 risks
Risk Intelligence
Tariff-related discount impact on margins
View Risks →Arvind Limited — Q3 FY26
Arvind delivered a strong Q3 FY26 with consolidated revenue of ₹2,373 crore (+14% YoY) and EBITDA of ₹286 crore (+15% YoY), crossing the 12% margin milestone for the first time.
bullish
high
Financial stats pending filing verification
2-Minute Summary
✦ AI-Generated from Full Transcript
Arvind delivered a strong Q3 FY26 with consolidated revenue of ₹2,373 crore (+14% YoY) and EBITDA of ₹286 crore (+15% YoY), crossing the 12% margin milestone for the first time. PAT grew 17% YoY to ₹125 crore. The textile segment saw denim fabric volumes up 16% and garmenting volumes of 10 million pieces (+11% YoY). Advanced Materials (AMD) posted record revenue of ₹496 crore (+32% YoY) with EBITDA margins at 15.5%. Management remains cautiously optimistic, guiding for similar Q4 performance and maintaining AMD's 18-20% growth aspiration. Key tailwinds include UK/EU FTAs and improved ESG scores. Risk: tariff-related discounts (~₹25 crore quarterly run-rate) and geopolitical volatility in Bangladesh could pressure margins.
अरविंद की तीसरी तिमाही (Q3 FY26) मजबूत रही। कंपनी की कुल कमाई ₹2,373 करोड़ रही, जो पिछले साल से 14% ज्यादा है। मुनाफा (EBITDA) ₹286 करोड़ (+15%) और शुद्ध मुनाफा (PAT) ₹125 करोड़ (+17%) रहा। पहली बार मुनाफा मार्जिन 12% के पार पहुंचा। कपड़ा कारोबार में डेनिम का उत्पादन 16% और गारमेंट्स 1 करोड़ टुकड़े (+11%) बढ़ा। एडवांस्ड मैटेरियल्स (AMD) ने ₹496 करोड़ (+32%) की रिकॉर्ड कमाई की। प्रबंधन अगली तिमाही में भी ऐसा ही प्रदर्शन उम्मीद करता है। खतरे: छूट (₹25 करोड़ तिमाही) और बांग्लादेश में अस्थिरता से मुनाफा कम हो सकता है।
Risks4 trackedTranscriptfull text
Research workspace
Focused Modules
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
Denim Fabric Volume
13.9M meters
+16% YoY
Driven by higher verticalization and full capacity utilization.
Garmenting Volume
10M pieces
+11% YoY
Second consecutive quarter of 10 million pieces, backed by favorable product mix.
AMD Revenue Growth
₹496 crore
+32% YoY
Record quarterly revenue; EBITDA grew 36% YoY to ₹77 crore.
ESG Score (S&P 500)
73
+5 pts YoY
Ranked 6th globally out of 176 participants, ahead of 97%.
Fast read
Guidance and risk preview
Management expects the trajectory to continue with Q4 performance similar to Q3.
Management called out a ~₹25 crore quarterly impact from tariff-related discounts, which may persist until a US trade deal is reached.
View Risks →