Q4 FY26 performance expected similar to Q3
Management expects the trajectory to continue with Q4 performance similar to Q3.
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Arvind · forward-looking guidance across the available source record.
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revenue
AMD growth aspiration of 18-20% CAGR
Advanced Materials division targets 18-20% CAGR growth with 14-15% EBITDA margins over the long term.
Garmenting capacity expansion to 55 million pieces
Garmenting capacity moving towards 55 million pieces, to be completed over the next financial year.
Capex guidance of ₹400 crore ± ₹50 crore for FY27
Annual capex expected to be around ₹400 crore, plus or minus ₹50 crore.
Double-digit revenue growth in FY27
Management expects to maintain double-digit revenue growth, with high-teens growth in Advanced Materials and mid-teens growth in garmenting.
EBITDA margin pressure of 100-150 bps in H1 FY27
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.
Capex of ₹450-500 crore in FY27 (ex-Dalco)
Planned capex of ₹450-500 crore for FY27, funded through internal accruals, plus additional ~₹50 crore for Dalco.
Garmenting capacity to reach 60 million pieces by FY27-end
Garmenting capacity expected to reach 60 million pieces by end of FY27, with shipping volumes above 50 million pieces.