Arvind Logs 4-Year Best Q4 EBITDA Of 12.4%
Arvind Ltd, India’s leading textile and apparel major, posted a resilient performance in Q4 FY25, navigating multiple challenges including industrial action, geopolitical disruptions and shifting trade dynamics. Consolidated revenue stood at Rs 2,221 crore, up 7% YoY, while EBITDA rose 10% to Rs 275 crore, the highest margin (12.4%) in the last 16 quarters. PAT surged 52% to Rs 151 crore, partly aided by deferred tax credits.
For the full year FY25, revenue grew 8% to Rs 8,329 crore and EBITDA increased 4% to Rs 919 crore with a margin of 11%. PAT stood at Rs 353 crore. Adjusted for the impact of the strike at the Santej facility and elevated air freight costs, revenue and EBITDA growth would have been 10% and 12%, respectively, in line with earlier guidance.
The company’s textile business saw volume and margin growth, with denim fabric volumes at an 11-quarter high of 14.6 mn metres in Q4, and garmenting delivering 9.5 mn pieces — the best in 12 quarters. For the full year, denim and garmenting grew 8% and 16% respectively. Woven fabrics ran at near-full capacity throughout.
Arvind’s Advanced Materials Division (AMD) posted its best-ever quarterly performance, with revenue up 17% to Rs 451 crore and EBITDA at Rs 69 crore. For FY25, AMD recorded Rs 1,544 crore in revenue and Rs 231 crore in EBITDA, maintaining margin at 15%.
Operational transformation, enhanced customer acquisition and efficiency gains contributed to improved results. The company earned Rs 763 crore in free cash flow and spent Rs 483 crore on capex. Net debt rose marginally to Rs 1,284 crore, while working capital days improved to 60. ROCE on a normalized run-rate improved to 17%.
The board recommended a dividend of Rs 3.75 per share, totaling Rs 98 crore, representing 28% of PAT. On the sustainability front, Arvind signed a 25-year renewable energy PPA, expected to lift renewable energy share to 60% and improve margins by 30–40 bps by FY27.
