AArvindExecutive Cockpit
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Chairman — Enterprise 360

Growth, division performance, operations, customers and strategic signals across the Arvind platform — fibre to fashion to advanced materials.

Arvind Limited · FY26 (Mar'26, actuals)
Among the world's largest denim makers
25,800 employees · 12+ plants & units · 30 export markets
▲ Executive read· the answer, then the moves

Revenue of ₹9303 Cr is growing 11.7%, but the re-rate hinges on revenue quality: value-added mix sits at 38% against the 45% target. Convert the ₹579 Cr weighted pipeline and ₹955 Cr of value-chain cross-sell into value-added & AMD revenue.

7 of 8 headline metrics improving vs prior · still off target: Total Revenue ₹9,303 Cr vs ₹9,500 Cr, Revenue Growth (YoY) 11.7% vs 12.0%, EBITDA Margin 10.8% vs 13.0%

Do now — ranked by urgency
  1. 1
    Close the value-added-mix gap to 45%Watch
    Why it matters

    Lifting value-added mix from 38% to 45% reframes ≈ ₹688 Cr of revenue as higher-margin value-added & AMD — the swing that moves up the value chain and re-rates Arvind.

    What's driving it
    • Value-added mix 38% vs 45% target
    • Revenue growth 11.7%
    FYI
    • ₹955 Cr fabric→garment→AMD cross-sell across top accounts
    • Owner: Chairman / CMO
    See whitespace →
  2. 2
    Americas export margin driftWatch
    Why it matters

    Tilt mix to Europe/Asia; accelerate value-added & garment-program share in the Americas book.

    What's driving it
    • Region GM
    • Signal: Alert
    FYI

    Export–Americas GM ~150bps below plan on tariff uncertainty + freight.

    Act →
  3. 3
    Convert the weighted pipeline — lead with H&M — multi-year recycled-fibre garment program (PAMI)Opportunity
    Why it matters

    H&M — multi-year recycled-fibre garment program (PAMI) (Garments + Sustainability) carries ₹320 Cr at 60% — the largest single mover in the ₹579 Cr weighted book.

    What's driving it
    • Top pursuit ₹320 Cr @ 60% · Proposal
    • 6 active pursuits
    FYI
    • Weighted pipeline ₹579 Cr
    • Signal-driven items sourced from news / BSE-NSE adapters
    Open pipeline →
  4. 4
    AMD + garment programs pulling mix upOpportunity
    Why it matters

    Prioritize AMD capex & garment line ramp (37M→60M pieces) to compound margin.

    What's driving it
    • Value-Added Mix
    • Signal: Alert
    FYI

    Advanced Materials and multi-year garment programs lifting the value-added mix toward 38%.

    Act →
Total Revenue
₹9,303 Cr
▲ 11.7% vs priorTarget ₹9,500 Cr
Revenue Growth (YoY)
11.7%
▲ 53.9% vs priorTarget 12.0%
EBITDA Margin
10.8%
▼ 1.8% vs priorTarget 13.0%
Value-Added & AMD Revenue
₹3,494 Cr
▲ 14.6% vs priorTarget ₹3,800 Cr
Value-Added Mix %
37.6%
▲ 2.7% vs priorTarget 45.0%
Book-to-Bill
1.1x
▲ 1.9% vs priorTarget 1.1x
Growth + Margin (Rule of 40)
23
▲ 21.1% vs priorTarget 25
Customer NPS
52
▲ 10.6% vs priorTarget 60
Trailing 12 months

Revenue & EBITDA

Monthly revenue (bars) and EBITDA (line), ₹ Cr.

Mix

Revenue by Division

Woven / Shirting30%
Garments20%
Advanced Materials (AMD)19%
Denim16%
Environmental & Others15%
Value-added mix 38% · target 45%
Pipeline

Growth opportunities

Weighted pursuits — signal-driven items sourced from news / BSE-NSE adapters.

OpportunitySolutionStageProb.Value
signalH&M — multi-year recycled-fibre garment program (PAMI)Garments + SustainabilityProposal60%₹320 Cr
signalIndian Defence — FR protective-gear tender (AMD)Advanced MaterialsQualify45%₹240 Cr
signalLevi's — sustainable-denim capacity expansionDenim + Value-AddedDevelop55%₹180 Cr
Uniqlo — knits volume ramp (India sourcing)Knits + GarmentsProposal50%₹150 Cr
Tata Motors — lightweight composites supply (AMD)Advanced MaterialsQualify40%₹130 Cr
signalPVH — premium shirting cross-sell to garmentsWoven + GarmentsDevelop48%₹110 Cr
Revenue by vertical

Industry mix

Outside-in

External signals

News + BSE/NSE filings adapter feed linked to customers, suppliers and peers.

SourceSignalEntityTypeMaterialityImplication
NewsGlobal brands accelerate China+1 India sourcingGAP Inc.ExpansionHigh→ garment-program volume + export pull-through
BSE/NSEGovt expands textile PLI & cotton-yarn incentivesIndustry (PLI)PolicyHigh→ supports garmenting & technical-textile capex returns
NewsH&M deepens recycled-fibre commitments (PAMI anchor)H&MSustainabilityMedium→ circularity program demand for rejuvenated fibre
NewsUS signals tariff review on Indian textile importsExport – AmericasTariffMedium→ Americas export-margin watch
NewsCotton (Shankar-6) prices firm on weak arrivalsCotton Corp. of India / Shankar-6 ginnersSupplyMedium→ input-cost pressure; hedge & forward-buy 2 lots
BSE/NSEPeer Vardhman announces spinning capacity expansionVardhman TextilesM&AMedium→ defend value-added share; watch yarn pricing
Segments

Division performance

Woven · Garments · Advanced Materials · Denim · Environmental & Others.

Woven / Shirting
₹2800 Cr
▲ 9% growth
47%
GM
10.5%
EBITDA
35%
Val-add

~150 MMPA capacity; ~60% export; premium shirting & bottom-weights.

Garments
₹1900 Cr
▲ 16% growth
49%
GM
11.5%
EBITDA
55%
Val-add

~37M pieces (95%+ util) → target 60M+; Industry-4.0 units, multi-year brand programs.

Advanced Materials (AMD)
₹1750 Cr
▲ 13% growth
55%
GM
15%
EBITDA
70%
Val-add

Human Protection · Composites · Industrial; DuPont Nomex & Solvay Proban licenses; highest margin.

Denim
₹1450 Cr
▲ 6% growth
44%
GM
9.5%
EBITDA
30%
Val-add

Among the world's largest; ~100 MMPA, ~55% export; value-added & sustainable denim push.

Environmental & Others
₹1403 Cr
▲ 10% growth
38%
GM
8%
EBITDA
25%
Val-add

Arvind Envisol water/ZLD, digital & misc; circularity (PAMI) building.

Geography

Regional health

Gujarat (mfg hub)8 units · ₹2950 Cr
Export – Europe0 units · ₹1750 Cr
Export – Americas0 units · ₹1650 Cr
Rest of India3 units · ₹1150 Cr
North India0 units · ₹750 Cr
South India1 units · ₹703 Cr
Export – Asia / MEA0 units · ₹350 Cr
Plants & quality

Operational excellence

Installed-machine health, on-time delivery and quality across the manufacturing estate.

Installed Machines / Spindles
412,000
Critical Machine Breakdowns
14
target 0
On-Time Delivery (OTIF)
94.5%
target 98%
Lines / Plants Quality-At-Risk
6
target 0
Mean Time To Repair
7.2h
target 5
Capacity Utilization
89%
target 93%
Accounts

Customer 360 & value-chain whitespace

Top brand & B2B accounts with revenue, repeat-order rate, score and untapped fabric→garment→AMD cross-sell.

AccountTierEnd-marketRevenueValue-addedRepeatWhitespaceScoreChurn
Levi Strauss & Co.GlobalDenim Apparel₹720 Cr₹280 Cr112%₹120 Cr
90
Low
GAP Inc.GlobalGarment Programs₹540 Cr₹240 Cr108%₹95 Cr
86
Low
H&MGlobalGarment Programs₹480 Cr₹210 Cr110%₹140 Cr
88
Low
PVH (Tommy / Calvin Klein)GlobalShirting & Wovens₹420 Cr₹170 Cr106%₹90 Cr
84
Low
Fast Retailing (Uniqlo)GlobalKnits₹360 Cr₹150 Cr109%₹110 Cr
87
Low
Walmart / GeorgeGlobalGarment Programs₹330 Cr₹120 Cr104%₹80 Cr
79
Medium
Indian Defence / OrdnanceNationalDefence & Aerospace₹240 Cr₹180 Cr115%₹130 Cr
91
Low
Marks & SpencerNationalShirting & Wovens₹210 Cr₹90 Cr103%₹55 Cr
78
Medium
Tata Motors / Auto OEMsNationalAutomotive & Industrial₹180 Cr₹130 Cr107%₹75 Cr
80
Medium
Honeywell / Industrial MRONationalWorkwear & Protection₹150 Cr₹110 Cr106%₹60 Cr
83
Low