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Edge15 May 2026
TOMRA: Closing the Loop
The story of TOMRA: from reverse vending machine pioneer to global technology for deposit systems, recycling, and resource optimization.
Arvind
Arvind (500101) investor relations material
Arvind Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 25/26 earnings summary16 May, 2026
Executive summary
Achieved record consolidated revenue and EBITDA for FY26, both growing at double-digit rates year-over-year, with strong volume and revenue growth across all core segments despite macroeconomic disruptions and tariff headwinds.
Advanced Materials and garmenting businesses delivered double-digit growth, supported by capacity expansion, product innovation, and robust execution.
Entered the U.S. market via acquisition of Dalco-GFT for $136 million, marking entry into the world's largest technical textile market and expected to be margin and EPS accretive.
Maintained disciplined capital allocation, reducing net debt and strengthening the balance sheet, with significant improvement in free cash generation post-capex.
S&P 500 ESG score improved to 73, ranking 6th globally and 2nd in India.
Financial highlights
FY26 consolidated revenue grew 12% year-over-year to ₹9,303 crore; EBITDA up 15% to ₹1,061 crore; PAT before exceptional items up 21% to ₹444 crore.
Q4 FY26 revenue at ₹2,553 crore (up 15% YoY), EBITDA at ₹327 crore (up 19% YoY), with EBITDA margin improving by 200 bps.
EPS (consolidated, basic) for FY26 was ₹15.80, compared to ₹13.51 in FY25.
Net debt reduced by ₹112 crore to ₹1,172 crore, driven by strong free cash generation.
Dividend of ₹4.5 per share recommended, representing a 28.5% payout of profit after tax.
Outlook and guidance
Entering FY27 with a healthy order book and strong inquiry pipeline; expects double-digit revenue growth, high double-digit growth in Advanced Materials, and mid-teen growth in garments.
Margin pressure anticipated in H1 FY27 due to rising input costs; margin recovery expected in H2, contingent on easing geopolitical tensions.
Planned CapEx of ₹450–500 crore for FY27, funded through internal accruals; Dalco acquisition impact to be detailed in the next quarter.
The company continues to monitor regulatory changes, including labor codes and tax amendments, and will assess future impacts accordingly.
Strategic intent behind IT and digital objects
Synergies from Dalco GF Technologies acquisition
Rationale for Advanced Material segment demerger
Strategic impact of Dalco-GFT acquisition
Mitigation plan for H1 FY27 input cost pressure
Drivers for Advanced Materials margin expansion
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Latest events from Arvind
- 61% stake in Dalco-GFT acquired for $136m, enabling US entry and immediate margin accretion.500101
M&A announcement13 May 2026 - Strike-hit Q1 saw profit drop, but garmenting grew and business restructuring advanced.500101Q1 24/2517 Feb 2026
- Double-digit revenue and profit growth, with FTAs and ESG gains offset by tariff and Labour Code impacts.500101Q3 25/262 Feb 2026
- Q1 FY26 delivered double-digit revenue and EBITDA growth, with margin recovery expected in H2.500101Q1 25/2619 Dec 2025
- Q2 FY25 revenue up 14% YoY to ₹2,188.31 crore, with strong volumes and stable margins.500101Q2 24/2519 Dec 2025
- Record Q2 growth and profit achieved despite US tariffs, with strong margins and sustainability focus.500101Q2 25/2617 Dec 2025
- Q3 FY25 saw double-digit revenue and profit growth, driven by robust textile and garmenting volumes.500101Q3 24/2517 Dec 2025
- Strong Q4 recovery, margin gains, and restructuring drive positive FY25 results.500101Q4 24/2517 Dec 2025
Next Arvind earnings date
Q1 26/2728 Jul, 2026
Arvind
Next Arvind earnings date
Q1 26/2728 Jul, 2026
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