ARVIND / Q4-FY26 / claim-ledger

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Arvind · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

58%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Aradna Jen · 361 Capital

partial

Growth levers and margins in garmenting business

growth in garmenting is almost automatic... demand from to buy from India is very high... we have moved capacities from high 40 million range to mid50s already... average blended margin is in the high single digits... want to get into the mid teens

Aradna Jen · 361 Capital

partial

Order book visibility and EBITDA margin for AMT division

visibility to grow at 18 to 20%... margin is likely to be around 15% to 16%... with Dalco margin accretive in high teens

Ronaksha · Equir Securities

evasive

Industry realignment due to geopolitical tensions and mitigation measures

first half characterized by strong demand but fast increasing input costs... second half worry is whether robust demand will hold... business model is quite resilient

Ronaksha · Equir Securities

partial

Current installed capacity and expansion plans by sub-segment

fabric will expand marginally maybe 5-7%... garments we will grow capacity by about 20% this year... advanced materials putting in capexes to grow at 18 to 20%

Praa Junjunwalana · Securities

direct

Strategic initiatives that cushioned performance amid headwinds

growth of advanced materials, focus on efficiency and cost takeout, diversified portfolio, globalization of manufacturing footprint

Praa Junjunwalana · Securities

direct

Quantified impact of input cost inflation on margins in H1

easily 1 1.5% of EITA coming off because of input costs in H1... volume growth will be very strong but margin may come off by 1 one and a half%

Praa Junjunwalana · Securities

evasive

Plan to reduce debt after acquisition

we would like to bring down the debt back to where we were... working on a plan... maybe one or two years... too early to say

Vishal Ma · Capital

direct

Sub-segment growth drivers in advanced materials

growth across all three segments: human protection, composites, industrial... human protection growing in high teens... industrial 18-22% growth... composites good demand from renewables, building & construction, mobility

Harsh Mittal · MK Global Financial Services

partial

Upside risk in human protection due to defense spending and FTAs

demand environment in human protection is good... we will be at full capacity... demand realization takes time due to certification process

Harsh Mittal · MK Global Financial Services

evasive

Whether margin dilution estimate is net of efficiency measures

I'm taking 100 basis points from what it could have been... compared to that it shouldn't be 1% from last year's numbers

Harsh Mittal · MK Global Financial Services

direct

Whether 500 cr capex includes Dalco

This is the ongoing capex in the nondalco part... Dalco is over and above that... around 50 crores in Dalco... total of 550 crores

Rajat Ba · Kizuna wealth

direct

Export trajectory and US share in AMD revenue

we are pretty happy with current domestic to export ratio... it'll kind of remain constant... US would be about between 35 and 40%