ARVIND Q2: AMB TARGETS 18% GROWTH; FY27 CAPEX TO CROSS ₹500 CR

• AMB India Guidance: Management expects approximately 18% revenue and EBITDA growth, supported by strong demand • AMB Margins: EBITDA margin expected to remain stable at 14–15% • Growth Drivers: Industrial capex, infrastructure, mobility and specialty applications supporting AMB India demand • Dalco Integration: Integration progressing actively, with capex programmes accelerated to support growth • Dalco Margins: Management expects margins of 15–16% • Textile Business: Revenue expected to grow at a low double-digit rate • Textile Margins: Expected to remain near current levels due to elevated raw material costs • FY27 Capex: Total capital expenditure expected to exceed ₹500 Cr, with ongoing expansion projects on track • Q3 FY27 Outlook: Raw material inflation, global uncertainties and cautious consumer demand remain near-term challenges • Business Outlook: Healthy demand across select end-use sectors and capacity expansion expected to support growth Impact: Mixed (Strong AMB growth expectations, stable margin guidance and accelerated capex support business expansion, while raw material inflation and pressure on textile margins remain concerns.)

ARVIND LIMITED

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