Input cost inflation squeezing H1 margins
Sharp rise in cotton, yarn, energy, and chemical costs may compress EBITDA margins by 100-150 bps in H1 FY27, with recovery uncertain.
ARVIND / Q4-FY26 / risks
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Material risks this quarter
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Geopolitical tensions could weaken H2 demand
If oil stays above $100/barrel and Middle East conflict persists, discretionary consumption may decline, impacting H2 demand.
Debt increase from Dalco acquisition
Net debt nearly doubled due to the Dalco acquisition; management plans to reduce debt over 1-2 years but timeline is uncertain.
Wage inflation and labor unrest
Recent labor unrest in Noida and UP government's higher wage targets could increase costs; management says compliance is built into model.