AArvindExecutive Cockpit

Arvind · Strategic Command Center

One executive screen — KPIs, smart alerts, the exhibits, the operations heatmap, and what's on track. Every figure live off the governed dataset.

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 ₹9,303 Cr (▲11.7%) and ₹1,004 Cr EBITDA at 10.8% margin keep the plan on track — but 4 of 7 divisions are still moving up the value chain and DSO sits at 52d. Compound the +₹1,051 Cr of EBITDA already built in those engines by finishing the garments + Advanced-Materials shift.

7 of 8 headline metrics improving vs prior · still off target: Total Revenue ₹9,303 Cr vs ₹9,500 Cr, EBITDA ₹1,004 Cr vs ₹1,050 Cr, EBITDA Margin 10.8% vs 13.0%

Do now — ranked by urgency
  1. 1
    Push the in-flight divisions up the value chainWatch
    Why it matters

    4 of 7 divisions (Garments, AMD, Environmental) are still scaling; the +₹1,051 Cr of EBITDA built so far is the prize that compounds as the value-added shift completes.

    What's driving it
    • 4 of 7 divisions not yet fully integrated
    • +₹1,051 Cr EBITDA uplift built since each engine scaled
    FYI
    • Revenue ₹9,303 Cr ▲11.7%; EBITDA margin 10.8%
    • Owner: VC · Punit Lalbhai
  2. 2
    Pull DSO and inventory days back to targetWatch
    Why it matters

    DSO at 52d (plus inventory-heavy textile working capital) ties up cash that funds growth capex; net debt/EBITDA is 1.44x.

    What's driving it
    • DSO 52d
    • Net debt/EBITDA 1.44x
    • 3 of 10 board goals off On-track
    FYI
    • Repeat-order rate 108%; value-added mix 37.6%
    • 8 smart alerts flagged across 7 geographies
  3. 3
    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.

  4. 4
    Sustainability savings behind planWatch
    Why it matters

    Hold a 90-day recovery plan on energy & water programs; track coal-out-by-2029 milestones.

    What's driving it
    • Savings Realization
    • Signal: Alert
    FYI

    Cost & sustainability savings at 74% of plan; renewables/water programs lagging.

🧵 Fibre → fashion: the value-chain shiftStep 3 of 7 · is the consolidated business on track?Value Creation PlanFinance 360All journeys
🌐 Enterprise 360 modules· on Enterprise 360Browse all 31 views ▾
Total Revenue
₹9,303 Cr
▲ 11.7% vs priorTarget ₹9,500 Cr
EBITDA
₹1,004 Cr
▲ 9.2% vs priorTarget ₹1,050 Cr
EBITDA Margin
10.8%
▼ 1.8% vs priorTarget 13.0%
Value-Added & AMD Revenue
₹3,494 Cr
▲ 14.6% vs priorTarget ₹3,800 Cr
Revenue Growth (YoY)
11.7%
▲ 53.9% vs priorTarget 12.0%
Customer Repeat-Order Rate
108.0%
▲ 2.9% vs priorTarget 112.0%
DSO (Days Sales Outstanding)
52d
▼ 7.1% vs priorTarget 48d
Net Debt / EBITDA
1.4x
▼ 10.0% vs priorTarget 1.2x
Smart Alerts

Flagged issues that need attention

Automatically detected and persona-routed — click any alert to open the 360 that owns it and act.

ceo · Region GMWatch
Americas export margin drift
Export–Americas GM ~150bps below plan on tariff uncertainty + freight.
Do: Tilt mix to Europe/Asia; accelerate value-added & garment-program share in the Americas book.
ceo · Value-Added MixOpportunity
AMD + garment programs pulling mix up
Advanced Materials and multi-year garment programs lifting the value-added mix toward 38%.
Do: Prioritize AMD capex & garment line ramp (37M→60M pieces) to compound margin.
cfo · DSOWatch
3 divisions running DSO > 58 days
Garments (56d), AMD–Human Protection (60d) and Composites (64d) lifting blended DSO.
Do: Collections sprint on ₹120 Cr aged AR; tighten export-LC and milestone billing on AMD programs.
cfo · Overdue ARRisk
Cotton price exposure on margin
Firm Shankar-6 prices + overdue AR pressuring near-term gross margin.
Do: Extend forward cotton cover; reforecast H2 margin net of input inflation.
cfo · LeverageOpportunity
Deleveraging on track
Net Debt/EBITDA 1.44x vs 3.0x covenant; liquidity ₹1,150 Cr.
Do: Headroom to fund the ₹450–500 Cr/yr capex (AMD + garmenting) without stressing the balance sheet.
board · Savings RealizationWatch
Sustainability savings behind plan
Cost & sustainability savings at 74% of plan; renewables/water programs lagging.
Do: Hold a 90-day recovery plan on energy & water programs; track coal-out-by-2029 milestones.
board · EBITDA MarginOpportunity
Value-chain shift validating thesis
AMD revenue and garment programs expanding blended margin ~bps QoQ.
Do: Thesis intact; continue disciplined capex into Advanced Materials & branded/value-added fabric.
board · Value-Added MixWatch
Value-added mix below 45% target
Value-added mix 37.6% vs 45% strategic target; commodity denim still dilutive.
Do: Push branded/value-added denim, garment programs and AMD attach across the customer base.
Exhibit 1

Revenue & EBITDA — monthly trend

Consolidated, all divisions (₹ Cr) · ₹9,303 Cr revenue · 10.8% margin

Exhibit 2

Revenue share by division

Woven · Garments · Advanced Materials · Denim · Environmental

Woven / Shirting30%
Garments20%
Advanced Materials (AMD)19%
Denim16%
Environmental & Others15%
Exhibit 3

Geography performance

Click into Org Roll-up 360 to drill geography → division → plant

RegionSitesRevenueShareStatus
Gujarat (mfg hub)8₹2,950 Cr31.7%On track
Export – Europe0₹1,750 Cr18.8%On track
Export – Americas0₹1,650 Cr17.7%Watch
Rest of India3₹1,150 Cr12.4%On track
North India0₹750 Cr8.1%On track
South India1₹703 Cr7.6%Watch
Export – Asia / MEA0₹350 Cr3.8%Watch
Drill the roll-up →
Exhibit 4

Divisions — revenue & state

+₹1,051 Cr EBITDA built as engines scaled

Green = integrated · amber = in progress · red = early. Division / Growth 360 →

Exhibit 5

KPI scorecard — actual vs target

Board-approved targets; current values auto-calculated from live data

ObjectiveKPICurrentTargetProgressStatus
Move up from commodity denim → garments → branded/value-addedValue-added mix37.6%45%
84%
Behind
Bank cost & sustainability savings (energy / water / procurement)Savings realized74%100%
74%
On track
Sell up the chain (fabric → garment → AMD) into existing accountsRepeat-order rate108%112%
96%
On track
Scale the high-margin AMD engine (₹1,544→₹2,500 Cr)Growth initiatives in funnel7#10#
70%
On track
Deliver double-digit profitable revenue growthRevenue growth11.7%12%
98%
On track
Grow value-added & AMD (annuity-like) revenueValue-added revenue3494₹Cr3800₹Cr
92%
On track
Expand EBITDA margin via mix & operating leverageEBITDA margin10.8%13%
83%
On track
Lift garment volume 37M → 60M+ piecesGarment capacity-fill89%95%
94%
Behind
Eliminate coal across all plants by 2029Renewable / clean-energy share41%100%
41%
On track
Free working capital & deleverageDSO52d48d
92%
Behind
Operations Heatmap

The footprint at a glance

Each dot is a plant or unit. Colour = operational health (green = healthy · amber = watch · red = at risk). Hover for detail; open Plant 360 to act on one.

India manufacturing network · 30 lines
HealthyWatchAt riskHQ
Export geographies · Americas · Europe · Asia/MEA
Europe export desk (Export – Europe)1,750 Cr
Americas export desk (Export – Americas)1,650 Cr
Asia / MEA export desk (Export – Asia / MEA)350 Cr
Execution Hub · Action items

What needs a decision

The team's live queue — assign, snooze, resolve.

Action items are managed in Today — your role-filtered decision queue, each with an owner and an action that persists to the audit trail.