# What changed at Arvind Arvind Limited posted its strongest performance in FY26 while pursuing a strategic shift. Revenue rose to ₹9,303 crore and consolidated EBITDA surpassed ₹1,000 crore for the first time (₹1,061 crore). Profit after tax before exceptional items increased 21% to ₹444 crore. These results came as the company continued to invest in capacity, technology, sustainability and new growth platforms.
# How the business mix is evolving Textiles remain the backbone: textile revenue was ₹6,897 crore, up 12%. But two trends stand out. First, garmenting is scaling rapidly—42 million pieces in FY26 (up 12%) and more than ₹2,000 crore in revenue. Garmenting hit a sustained quarterly run rate above 10 million pieces, which is changing how Arvind captures value across the chain.
Second, Advanced Materials is being built as a separate, higher-margin growth platform. It delivered ₹1,839 crore in revenue with a full-year EBITDA margin of 15.1% and met its targeted 18–20% growth trajectory. The business covers human protection, industrials and composites and stretches Arvind's expertise in fibres, fabrics, coatings and composites into technical applications.
# Strategic moves: demerger and acquisition Arvind demerged Advanced Materials into Arvind Advanced Materials Limited to sharpen strategic focus and operational autonomy. The company also executed an inorganic growth step by acquiring a 61% stake in US-based Dalco-GFT for about US$136 million enterprise value. That deal provides entry into the US technical-textiles market and strengthens capabilities in specialised non-woven materials.
# Manufacturing and vertical integration as competitive advantage The company's integrated manufacturing platform spans denim, woven fabrics, knits, garmenting and Advanced Materials. That structure supports customers who now demand more than capacity: product development, speed, quality, compliance, traceability and sustainability. Denim volumes rose 15% to 60 million metres and woven fabric volumes reached an all-time high of 136 million metres—indicators of scale across categories.
# Technology, sustainability and capital discipline Management says FY26 gains were achieved despite trade disruptions, tariff pressure and input-cost volatility. Net debt fell by ₹112 crore, helped by stronger free cash flow and tighter working-capital management. Investments continue in manufacturing technology and digitalisation, including advanced analytics, IoT-enabled monitoring and human-machine interfaces to improve productivity and traceability.
# What to watch next Arvind's five-year strategy targets organic growth plus inorganic expansion for Advanced Materials, with the Dalco-GFT deal as an early proof point. Watch for further M&A in technical textiles, continued scaling of garmenting capabilities, margin trends in Advanced Materials, and how investments in digital and sustainable manufacturing translate into cost, speed and compliance advantages.