Textile and apparel major Arvind Ltd reported a 70% year-on-year increase in consolidated net profit, reaching ₹106.74 crore for the quarter ended September 30, 2025 (Q2 FY26). The growth was supported by higher revenue and the absence of a deferred tax charge that had affected the same period last year.
In the corresponding quarter of FY25, Arvind had posted a net profit of ₹62.77 crore, which included a deferred tax charge of ₹29.35 crore arising from the change in the long-term capital gains tax rate from 20% plus surcharge to 12.5% plus surcharge.
Total expenses for the quarter rose to ₹2,237.22 crore, compared to ₹2,065.57 crore in the year-ago period, reflecting increased operational costs aligned with higher production volumes.
In its investor presentation, Arvind highlighted robust performance across its textile segments, supported by strong domestic and international demand. The company’s garment volumes grew 17% year-on-year to 10.7 million pieces, while denim fabric volumes rose 16% to 15.2 million meters. Woven fabric volumes increased 8% to 35.1 million meters, achieving full capacity utilisation.
Despite continued uncertainty in the US market, Arvind reported no customer loss in Q2, attributing this to its integrated supply chain and diversified product portfolio. The company’s direct exposure to the US stands at ₹500 crore, accounting for 21% of total revenues. The tariff impact of ₹23 crore during the quarter was largely offset by higher volumes and operational efficiencies.
“Q2 FY26 was an eventful quarter for the company. During the first half of the year, the global economy continued to grapple with multiple trade disruptions and geopolitical conflicts,” Arvind said in its statement.
Looking ahead, the company remains optimistic, noting that while global trade uncertainties persist, its order book and pipeline remain strong across both its Textile and Advanced Materials Division (AMD) businesses. The AMD division is projected to sustain 18–20% revenue growth, supported by rising demand for specialized materials.
Arvind has revised its annual capex plan to ₹400–450 crore, focusing on essential investments while deferring non-critical expenditures.
Highlighting the shifting dynamics in global trade, Arvind stated that the ongoing disruptions present a strategic opportunity to strengthen its position as a “trusted, resilient partner for global brands,” leveraging India’s evolving role in global supply chain diversification.
