Arvind
Arvind
TextilesKey Fundamentals
SmallcapTextiles & ApparelsTextilesTapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Strengths
1- Company has been maintaining a healthy dividend payout of 31.1%
Weaknesses
3- Stock is trading at 3.73 times its book value
- Promoter holding has decreased over last quarter: -1.44%
- Company has a low return on equity of 9.90% over last 3 years.
Growth Rate
AI Analysis — Bull vs Bear
Arvind Ltd, with a market cap of ₹14,515 Cr, trades at a PE of 36x and PB of 3.41x in the textiles sector. The stock has delivered a 76% return over the past year, significantly outpacing its 10-year sales CAGR of just 2%, while ROE stands at 11% for the last year against a 3-year average of 10%.
- Strong stock price momentum with 1-year CAGR of 76%, 3-year CAGR of 52%, and 5-year CAGR of 43%, indicating sustained investor interest
- TTM sales growth of 15% marks a notable acceleration compared to the 3-year compounded sales growth of just 4%
- TTM profit growth of 19% suggests improving profitability and operating leverage in the current period
- 5-year compounded profit CAGR of 134% reflects a significant earnings recovery cycle from a low base
- Last year ROE of 11% is the highest in the reported series, up from a 10-year average of 8%, showing gradual improvement in capital efficiency
- Healthy dividend payout ratio of 31.1% indicates management's willingness to return capital to shareholders
- Dividend yield of 0.79% provides a modest income component relative to typical textile sector peers
- PE ratio of 36x is elevated for a textiles company, implying the market is pricing in significant future growth that may not materialize
- 10-year compounded sales CAGR of just 2% indicates structurally low top-line growth over a full business cycle
- Stock trades at 3.73x book value, which is rich for a capital-intensive textile business with sub-12% ROE
- 3-year ROE averages only 10% and the 10-year ROE is 8%, suggesting the business historically earns modest returns on equity
- Promoter holding declined by 1.44% in the last quarter, which may signal reduced promoter confidence at current valuations
- 10-year compounded profit CAGR of only 3% highlights that long-term earnings growth has been weak despite the recent recovery
- 3-year compounded sales growth of just 4% suggests the recent TTM acceleration to 15% may not be sustainable
- The wide gap between stock price appreciation (76% in 1 year) and underlying earnings growth (19% TTM) raises valuation stretch concerns
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
- Q1 net profit drops 64.9% QoQ Aug 26
Consolidated net profit fell 64.9% quarter-on-quarter in Q1 FY27, with EPS at ₹2.04. Revenue also declined 2.1% sequentially, suggesting near-term margin pressure.
- Expenses rising faster than revenue Aug 26
Q1 FY27 expenses rose 1.8% QoQ and 24.2% YoY, slightly outpacing the 25% YoY revenue growth, indicating cost pressures in the textile business.
- Strong 25% YoY revenue growth Aug 26
Arvind's consolidated revenue grew 25% year-on-year in Q1 FY27, and net profit rose 5.6% YoY despite the sharp sequential decline.
- ₹4.50 final dividend, Sep 4 record Aug 26
Arvind declared a ₹4.50 per share final dividend for FY26 on ₹10 face value shares, with September 4, 2026 as the record date.
- Stock up 89.65% in one year Aug 26
Arvind shares closed at ₹536.70 on Aug 26, gaining 89.65% from ₹283 a year earlier, with a 52-week range of ₹274.80–₹600.
- Sustainability targets exceeded across board Aug 26
FY26 BRSR shows 87% sustainable cotton sourcing (vs 50% target), 43% renewable energy (vs 40% target), zero freshwater consumption at all plants, and water withdrawal down to 2,379,724 KL from 2,684,427 KL in FY25.
- AGM scheduled for Sep 22 Aug 26
Arvind's AGM is set for September 22, 2026 via video conference, with e-voting from Sep 19–21 and a special resolution on non-executive director commissions up to 1% of net profits.
- Analyst meetings on Aug 31–Sep 1 Aug 24
Arvind scheduled analyst and investor meetings on August 31 and September 1, 2026. No agenda or venue details were disclosed.
- Dividend TDS documents due Sep 4 Aug 19
Shareholders must submit tax deduction documents by September 4, 2026 for the proposed ₹4.50 per share FY26 final dividend.
TL;DR: Arvind Ltd shows strong annual momentum with 25% YoY revenue growth, near-90% stock appreciation, and industry-leading sustainability metrics. However, the sharp 64.9% QoQ profit decline in Q1 FY27 and rising expenses flag near-term margin risks. The ₹4.50 dividend and upcoming AGM signal management confidence. Investors should watch whether the sequential profit dip is seasonal or signals a deteriorating cost environment heading into Q2 FY27.
Quarterly Results
| Particulars | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 1,853 | 1,922 | 1,888 | 2,075 | 1,831 | 2,188 | 2,089 | 2,221 | 2,006 | 2,371 | 2,373 | 2,553 | 2,501 |
| Expenses | 1,673 | 1,716 | 1,673 | 1,832 | 1,681 | 1,967 | 1,853 | 1,976 | 1,829 | 2,124 | 2,100 | 2,247 | 2,261 |
| Operating Profit | 180 | 206 | 216 | 243 | 150 | 221 | 236 | 245 | 177 | 247 | 273 | 306 | 240 |
| OPM % | 10% | 11% | 11% | 12% | 8% | 10% | 11% | 11% | 9% | 10% | 11% | 12% | 10% |
| Other Income | 13 | 13 | 10 | 8 | 13 | 12 | 11 | 30 | 9 | 15 | -12 | 35 | -4 |
| Interest | 37 | 39 | 39 | 45 | 40 | 39 | 40 | 47 | 41 | 41 | 42 | 41 | 54 |
| Depreciation | 65 | 67 | 66 | 67 | 68 | 60 | 62 | 69 | 69 | 72 | 72 | 78 | 93 |
| PBT | 92 | 113 | 120 | 138 | 54 | 135 | 145 | 158 | 76 | 149 | 147 | 223 | 89 |
| Tax % | 24% | 26% | 21% | 24% | 19% | 53% | 27% | 2% | 28% | 28% | 31% | 26% | 35% |
| Net Profit | 70 | 84 | 94 | 104 | 44 | 63 | 106 | 155 | 55 | 107 | 101 | 165 | 58 |
| EPS in Rs | 2.52 | 3.06 | 3.51 | 3.79 | 1.5 | 2.28 | 3.95 | 5.77 | 2.03 | 3.94 | 3.72 | 6.09 | 2.04 |
Profit & Loss
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 7,851 | 8,011 | 9,221 | 6,794 | 7,142 | 7,369 | 5,073 | 8,010 | 8,382 | 7,738 | 8,329 | 9,303 | 9,798 |
| Expenses | 6,816 | 7,037 | 8,261 | 6,103 | 6,419 | 6,661 | 4,595 | 7,180 | 7,554 | 6,858 | 7,433 | 8,242 | 8,732 |
| Operating Profit | 1,036 | 974 | 960 | 691 | 723 | 708 | 478 | 830 | 828 | 879 | 895 | 1,062 | 1,066 |
| OPM % | 13% | 12% | 10% | 10% | 10% | 10% | 9% | 10% | 10% | 11% | 11% | 11% | 11% |
| Other Income | 39 | 89 | 66 | 109 | 39 | 5 | 15 | 13 | 100 | 42 | 65 | 44 | 34 |
| Interest | 417 | 383 | 312 | 192 | 236 | 255 | 239 | 197 | 192 | 193 | 208 | 220 | 178 |
| Depreciation | 212 | 239 | 294 | 222 | 235 | 290 | 285 | 254 | 253 | 266 | 259 | 290 | 314 |
| PBT | 445 | 441 | 420 | 385 | 290 | 168 | -31 | 393 | 484 | 463 | 493 | 595 | 608 |
| Tax % | 24% | 28% | 24% | 18% | 21% | 45% | -11% | 38% | 15% | 24% | 25% | 28% | — |
| Net Profit | 338 | 316 | 321 | 316 | 228 | 92 | -27 | 242 | 413 | 353 | 367 | 427 | 430 |
| EPS in Rs | 13.21 | 12.17 | 12.18 | 11.97 | 8.75 | 3.7 | -0.64 | 9.14 | 15.47 | 12.87 | 13.5 | 15.79 | 15.79 |
| Div. Payout % | 19% | 20% | 20% | 20% | 23% | 0% | 0% | 0% | 37% | 37% | 28% | 28% | — |
Balance Sheet
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 258 | 258 | 258 | 259 | 259 | 259 | 259 | 261 | 262 | 262 | 262 | 262 |
| Reserves | 2,466 | 2,388 | 3,309 | 3,524 | 2,492 | 2,450 | 2,460 | 2,690 | 3,084 | 3,281 | 3,524 | 3,782 |
| Borrowings | 3,397 | 3,819 | 2,926 | 3,323 | 2,700 | 2,640 | 2,121 | 1,865 | 1,517 | 1,448 | 1,562 | 1,660 |
| Other Liabilities | 1,855 | 1,659 | 2,032 | 3,082 | 1,872 | 1,790 | 1,872 | 2,881 | 2,035 | 2,254 | 2,684 | 3,106 |
| Total Liabilities | 7,976 | 8,125 | 8,525 | 10,188 | 7,322 | 7,138 | 6,713 | 7,697 | 6,898 | 7,245 | 8,032 | 8,810 |
| Fixed Assets | 3,208 | 3,357 | 3,672 | 3,962 | 3,421 | 3,835 | 3,590 | 3,481 | 3,427 | 3,421 | 3,578 | 3,993 |
| CWIP | 100 | 147 | 96 | 116 | 262 | 113 | 78 | 46 | 80 | 117 | 409 | 121 |
| Investments | 59 | 544 | 277 | 76 | 78 | 90 | 70 | 66 | 211 | 167 | 150 | 269 |
| Other Assets | 4,609 | 4,077 | 4,481 | 6,033 | 3,561 | 3,100 | 2,974 | 4,104 | 3,180 | 3,539 | 3,895 | 4,427 |
| Total Assets | 7,976 | 8,125 | 8,525 | 10,188 | 7,322 | 7,138 | 6,713 | 7,697 | 6,898 | 7,245 | 8,032 | 8,810 |
Cash Flow
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating | 558 | 650 | 551 | 428 | 2,358 | 860 | 776 | 595 | 666 | 696 | 763 | 867 |
| Investing | -587 | -503 | 66 | -353 | -1,306 | -306 | -81 | -121 | -135 | -277 | -493 | -607 |
| Financing | -48 | -151 | -621 | -55 | -1,019 | -575 | -717 | -439 | -534 | -419 | -271 | -228 |
| Net Cash Flow | -77 | -3 | -4 | 20 | 33 | -20 | -22 | 34 | -3 | 1 | -1 | 32 |
| Free Cash Flow | 54 | 127 | 120 | -27 | 2,399 | 464 | 687 | 448 | 496 | 443 | 280 | 381 |
| CFO/OP | 67 | 79 | 68 | 81 | 304 | 126 | 165 | 76 | 91 | 94 | 96 | 97 |
Ratios
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 54 | 35 | 31 | 95 | 46 | 52 | 79 | 51 | 42 | 50 | 52 | 57 |
| Inventory Days | 193 | 202 | 207 | 258 | 179 | 125 | 168 | 196 | 135 | 197 | 197 | 177 |
| Days Payable | 141 | 128 | 124 | 247 | 152 | 123 | 203 | 193 | 101 | 136 | 152 | 160 |
| Cash Conversion Cycle | 106 | 109 | 114 | 106 | 73 | 54 | 44 | 53 | 76 | 111 | 96 | 73 |
| Working Capital Days | 9 | -10 | 4 | 20 | -4 | -10 | 12 | 15 | 9 | 14 | 6 | 6 |
| ROCE % | 15% | 13% | 11% | 8% | 9% | 9% | 5% | 13% | 13% | 13% | 13% | 15% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
Log in to view Arvind insights
64 extracted metrics + investor summaries across FY12–FY26.
Documents
Frequently Asked Questions about Arvind
What does Arvind Ltd do?
Where is Arvind Ltd (ARVIND) listed?
Which sector does Arvind Ltd belong to?
What is the market capitalisation of Arvind Ltd?
What is the PE ratio of Arvind Ltd?
What is the 52-week high and low of Arvind Ltd?
Does Arvind Ltd pay dividends?
What is the Return on Equity (ROE) of Arvind Ltd?
Company Information
Arvind Limited (‘the Company’) is one of India’s leading vertically integrated textile company with the presence of almost eight decades in this industry. It is among the largest denim manufacturers in the world. It also manufactures a range of cotton shirting, denim, knits and bottom weights (Khakis) fabrics and Jeans and Shirts Garments. [1]
For AI agents and developers
Reading this as an AI agent, LLM or automated pipeline? Every page on Tapetide is also published as clean Markdown — no navigation, no scripts, just the data. Fetch https://tapetide.com/stocks/ARVIND.md for Arvind Ltd: company profile, latest price, key fundamentals, the Tapetide Score, growth rates, quarterly and annual financial statements, shareholding pattern, technical indicators, analyst ratings and exchange filings.
Append .md to any Tapetide URL for the
same treatment. A full index of what we publish is at /llms.txt and /llms-full.txt. For live,
structured queries instead of documents, use our MCP server.