AArvindExecutive Cockpit

Org Roll-up 360

One additive tree — Geography → Division → Plant — scoped to your role, with live revenue, value-added & AMD revenue and the data-grain that says how far you can trust each number.

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

The footprint rolls up to 17 plants across 10 divisions & growth engines, but the transformation isn't finished: ~₹2,746 Cr of untapped margin is still locked in 4 mid-transformation engines and ₹1,130 Cr of value-chain cross-sell is in play. Point the org at capturing the margin and selling up the chain.

4 of 4 headline metrics improving vs prior · still off target: Total Revenue ₹9,303 Cr vs ₹9,500 Cr, Value-Added & AMD Revenue ₹3,494 Cr vs ₹3,800 Cr, Value-Added Mix % 37.6% vs 45.0%

Do now — ranked by urgency
  1. 1
    Capture the ~₹2,746 Cr of untapped marginWatch
    Why it matters

    4 growth engines are mid-transformation, led by Garments (programs) at ~₹1,082 Cr of untapped EBITDA — margin that only lands as the engine scales and savings capture finishes.

    What's driving it
    • ~₹2,746 Cr untapped across 4 in-flight engines
    • Garments (programs): 82% transformed · savings 74%
    FYI

    17 plants across 10 divisions rolled up additively

  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.

  3. 3
    Harvest the ₹1,130 Cr of value-chain cross-sellOpportunity
    Why it matters

    ₹1,130 Cr of Fabric→Garment→Advanced-Materials attach sits in the customer base; H&M — multi-year recycled-fibre garment program (PAMI) (Garments + Sustainability, ₹320 Cr) leads the queue.

    What's driving it
    • ₹1,130 Cr value-chain cross-sell in play
    • Top opportunity H&M — multi-year recycled-fibre garment program (PAMI) at ₹320 Cr (60%)
    FYI

    5 external demand signals tracked

  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%.

🌱 Sustainability & circularityStep 3 of 7 · footprint & the data grainCompany HierarchyPlant / Asset 360All journeys
🌐 Enterprise 360 modules· on Org Roll-up 360Browse all 31 views ▾
● LiveBuilt forChairman / Board· roll the whole footprint up or down by any unitGeography Head / Division President· their slice, ranked against peersFinance / Transformation PMO· which rupees are actual vs still SAP-allocated

The roll-up lens, made operable. Pick the role you're signed in as and the tree opens at your scope; every level sums additively from the plant grain. The Arvind twist: each plant is tagged plant-grain actual, SAP-allocated, or region-only estimate — so the headline isn't just the number, it's how much of it you can bank. Divisions carry their division, transformation state and GM straight from the registry.

Data backing: plant (revenue · value-added · machines · data grain · coverage) · division registry (→ division, transformation status, GM) · org (leadership)
Access-scoped · additive · live ₹

Walk the org from any altitude

Set an access level, drill the tree, rank plants within a cohort, and see who owns each unit — each plant links to its Plant 360, each division to its Division / Growth 360.

● Live ₹Signed in as Chairman / Board — scope:All geographies· 17 plants in view6 at-risk
Revenue
₹9,303 Cr
17 plants · FY26
Value-added & AMD
₹4,745 Cr
51% value-added mix
Gross profit ~49%
₹4,512 Cr
modeled blended GM
Installed machines
344k
machines / spindles
Plant-grain coverage
7641%
trust as actuals
Scaling-engine share
34%
₹3,173 Cr from newer engines
Where this revenue is booked₹2,370 Cr actual · ₹6,933 Cr estimated
₹2,370 Cr
₹6,113 Cr

25% is plant-grain actual; the rest is SAP-allocated from area/region postings while the S/4 cutover completes — shown as an estimate, reconciled to the geography total.

Peer cohort leaderboard
Group by
Plants
1
Revenue
₹1,750 Cr
Value-added
₹540 Cr
Coverage
7000%
#PlantPlant-grain coverageGrain
1Europe export desk, EU · Woven / Shirting70%Allocated
Who owns thisGeography · Gujarat (mfg hub)
Chairman
Sanjay Lalbhai — Chairman
Open Division / Growth 360 →
Org roll-up · Chairman / Board viewClick a row to see its owners · Geography → Division → Plant
Geography · Division · PlantRevenueValue-addedGross ~49%MachinesCoverageHealthGrain / link
(6)32%₹2,950 Cr₹2,505 Cr₹1,431 Cr296k9384%1/8
(2)9%₹870 Cr₹590 Cr₹422 Cr109k9749%Division 360 →
(2)8%₹760 Cr₹430 Cr₹369 Cr126k9895%Division 360 →
(1)6%₹560 Cr₹760 Cr₹272 Cr24k9400%Division 360 →
(1)4%₹330 Cr₹520 Cr₹160 Cr9k8200%1/1Division 360 →
(1)3%₹250 Cr₹110 Cr₹121 Cr6k8000%Division 360 →
(1)2%₹180 Cr₹95 Cr₹87 Cr22k9500%Division 360 →
(1)19%₹1,750 Cr₹540 Cr₹849 Cr07000%
(1)19%₹1,750 Cr₹540 Cr₹849 Cr07000%Division 360 →
(1)18%₹1,650 Cr₹430 Cr₹800 Cr06800%1/1
(1)18%₹1,650 Cr₹430 Cr₹800 Cr06800%1/1Division 360 →
(1)12%₹1,150 Cr₹640 Cr₹558 Cr34k6900%2/3
(3)12%₹1,150 Cr₹640 Cr₹558 Cr34k6900%2/3Division 360 →
(1)8%₹750 Cr₹180 Cr₹364 Cr07200%
(1)8%₹750 Cr₹180 Cr₹364 Cr07200%Division 360 →
(2)8%₹703 Cr₹340 Cr₹341 Cr14k7147%1/2
(1)5%₹503 Cr₹280 Cr₹244 Cr14k8000%Division 360 →
(1)2%₹200 Cr₹60 Cr₹97 Cr05000%1/1Division 360 →
(1)4%₹350 Cr₹110 Cr₹170 Cr04500%1/1
(1)4%₹350 Cr₹110 Cr₹170 Cr04500%1/1Division 360 →
Revenue, value-added and machines roll up additively (every level = the sum of its children). Coverage is revenue-weighted. A plant inherits its division, transformation status and GM from the division registry; ACT / ALLOC / REGION mark whether a plant books at true plant grain or is SAP-allocated while the S/4 cutover completes. Each plant links to its Plant 360; each division to its Division 360.
Where to point the roll-up next

~₹2,746 Cr untapped margin · ₹1,130 Cr cross-sell in play

The transformation isn't finished. Three queues that turn the org tree into a plan: engines still scaling, value-chain cross-sell, and the external signals pulling demand.

Transformation whitespace · untapped EBITDA
Garments (programs)
82% transformed · savings 74%
~₹1,082 Cr
In progress
Environmental (Envisol) / Circularity
45% transformed · savings 40%
~₹943 Cr
Early
AMD – Composites / Industrial
60% transformed · savings 55%
~₹403 Cr
In progress
AMD – Human Protection
80% transformed · savings 78%
~₹318 Cr
In progress
Value-chain cross-sell · top opportunities
H&M — multi-year recycled-fibre garment program (PAMI)
Garments + Sustainability · Proposal · 60% · signal-driven
₹320 Cr
Indian Defence — FR protective-gear tender (AMD)
Advanced Materials · Qualify · 45% · signal-driven
₹240 Cr
Levi's — sustainable-denim capacity expansion
Denim + Value-Added · Develop · 55% · signal-driven
₹180 Cr
Uniqlo — knits volume ramp (India sourcing)
Knits + Garments · Proposal · 50%
₹150 Cr
Tata Motors — lightweight composites supply (AMD)
Advanced Materials · Qualify · 40%
₹130 Cr
External signals · demand pull
Global brands accelerate China+1 India sourcing
High
News · GAP Inc. · 2026-05-22 → garment-program volume + export pull-through
Govt expands textile PLI & cotton-yarn incentives
High
BSE/NSE · Industry (PLI) · 2026-05-10 → supports garmenting & technical-textile capex returns
H&M deepens recycled-fibre commitments (PAMI anchor)
Medium
News · H&M · 2026-05-04 → circularity program demand for rejuvenated fibre
US signals tariff review on Indian textile imports
Medium
News · Export – Americas · 2026-04-28 → Americas export-margin watch
Cotton (Shankar-6) prices firm on weak arrivals
Medium
News · Cotton Corp. of India / Shankar-6 ginners · 2026-04-19 → input-cost pressure; hedge & forward-buy 2 lots