Textile and apparel major Arvind Ltd has reported a 70% year-on-year (YoY) increase in consolidated net profit to Rs. 106.74 crore (US $ 12.03 million) for the quarter ended 30th September 2025, driven by higher revenues and the absence of a deferred tax charge incurred in the same period last year.
In the second quarter of the previous financial year, the company had posted a consolidated net profit of Rs. 62.77 crore (US $ 7.07 million). The firm noted that the year-ago results included a deferred tax charge of Rs. 29.35 crore (US $ 3.31 million) following the revision of the long-term capital gains tax rate from 20% plus surcharge and cess (with indexation) to 12.5% plus surcharge and cess (without indexation).
Consolidated revenue from operations rose to Rs. 2,371.14 crore (US $ 267 million) in Q2 FY ’26, up from Rs. 2,188.31 crore (US $ 238 million) a year earlier, while total expenses increased to Rs. 2,237.22 crore (US $ 252 million) compared with Rs. 2,065.57 crore (US $ 232 million) in the corresponding period last year.
In its investor presentation, Arvind highlighted robust volume growth in both fabrics and garmenting, with a full near-term order book. Garment volumes rose 17% YoY to 10.7 million pieces, denim fabric volumes grew 16% to 15.2 million metres, and woven fabric volumes increased 8% to 35.1 million metres at full capacity utilisation.
Despite ongoing uncertainty in the US market, Arvind reported no customer loss during the quarter, supported by its integrated supply chain and differentiated product portfolio. The company’s direct revenue exposure to the US stands at Rs. 500 crore (US $ 56.38 million), or 21% of its topline, with a tariff impact of Rs. 23 crore (US $ 2.59 million) in the quarter, partially offset by higher volumes.
Arvind stated that Q2 FY ’26 was “an eventful quarter” amid continued global trade disruptions and geopolitical tensions. Looking ahead to Q3, the company noted that the trade environment remains uncertain, particularly for US-linked supply chains. The current order book and pipeline remain healthy across textiles and the advanced materials division (AMD), which is expected to maintain revenue growth of 18–20%.
Arvind has revised its annual capital expenditure plan to Rs. 400–450 crore (US $ 45.11- US $ 50.75 million) by deferring non-critical items, adding that ongoing global disruptions offer an opportunity to reshape supply chains and strengthen its position as a “trusted, resilient partner for global brands.”
