AArvindExecutive Cockpit
Daily Briefing● Live · governed data

Friday, August 14, 2026

Today's focus: Reviewscore outcomes, reset the bridge. The day's plan leads; the rest of the week follows.

Cash target
₹154.5 Cr
Profit target
+₹314.3 Cr
Live market
Pulling live cotton, fibre & rates…

Your daily value-creation plan, cash-first — every goal sized and owned. Check goals off to feed the bridge; open ▸ play & evidence on any card for the steps and the numbers.

Revenue YTD
₹9.30k Cr
▲ 11.7% vs last year
Gross margin
48.5%
gross margin
EBITDA margin
10.8%
₹1.00k Cr profit
Open AR
₹1.33k Cr
52d to collect
Stuck proposals
2
₹470 Cr deciding
Order pipeline
₹14.20k Cr
incl. ₹1.28k Cr cross-sell

The week ahead · Chairman's value-creation plan

Themed cash-first · grounded in Arvind's governed data · enterprise value at 10× profit (assumption)

Cash to unlock · collections
₹102.0 Cr
+₹10.2 Cr/yr carry saved
Profit · mix & transformation
+₹314.3 Cr
≈ ₹3.14k Cr enterprise value
Cash out · supplier terms
₹52.5 Cr
modeled, paying to terms
Growth · cross-sell at stake
₹1.28k Cr
₹320 Cr weighted (25% won)
Value-creation bridge · this week
₹0 Cr captured of ₹468.8 Cr target · 0%

Target this week: ₹154.5 Cr cash + +₹314.3 Cr profit (≈ ₹3.14k Cr enterprise value). Captured rises as goals are checked off below.

Friday scorecard · today
0/1 achieved · 0%

The week, day by day

Score the week's bridge — rate every committed play worked / neutral / failed
Close the loop on each goal; carry the misses into next week's plan.
CadenceWeekly
🎯 Target: 100% of committed decisions rated by end of Friday.
⏱ Why now: Friday close-out is what turns a plan into a tracked value-creation bridge week over week.
👤 Owner: CEO · Leadership team

Signals to watch

Leading indicators · one number, the action it implies

🏢 Customer 360
Top 10 = 39.0% of revenue

Levi Strauss & Co. alone is ₹720 Cr (7.7%). Concentration is low — defend the top brand accounts and widen the next tier.

🔁 Value-Added Mix
37.6% value-added vs 45% target

Denim still ships commodity metres. Move it up the chain — branded fabric, garment programs, AMD attach — to lift the value-added mix toward target.

Sales Velocity
Proposals are the slowest stage

₹320 Cr (H&M) and ₹150 Cr (Uniqlo) are sitting in Proposal. Enforce dated next steps before they age out.

🔧 Plant Capacity
89% capacity utilization

4 points of idle capacity against the 93% target. Fill it before adding lines — every utilized hour drops to margin.