Arvind Limited , a leading textile and apparel company, has announced its quarterly results for the period ended September 30, 2025, showing a mixed performance with growth in revenue and profit from continuing operations.

Financial Highlights

Arvind's revenue from operations for the quarter increased to ₹1,801.78 crores, up from ₹1,670.27 crores in the same period last year, marking a 7.87% year-over-year growth. This growth in revenue indicates continued demand for the company's products.

The company's profit from continuing operations saw a significant improvement, reaching ₹75.93 crores compared to a loss of ₹24.68 crores in the previous year. This turnaround in profitability suggests enhanced operational efficiency and cost management.

Demerger of Advanced Materials Undertaking

The National Company Law Tribunal has sanctioned the demerger of the Advanced Materials Undertaking to Arvind Advanced Materials Limited, a wholly-owned subsidiary, effective September 1, 2025. This business unit generated ₹293.87 crores in revenue and ₹21.52 crores in profit after tax for the quarter, now classified as discontinued operations.

Half-Year Performance

For the half-year period, Arvind reported total revenue of ₹3,307.02 crores compared to ₹3,063.13 crores in the previous year, showing continued growth on a broader timescale.

Operational Updates

• The company's operations at the Santej plant, previously affected by worker strikes, have since normalized.
• Earnings per share from continuing operations was ₹3.03 for the quarter.

Outlook and Challenges

Arvind is monitoring potential impacts from US government tariff impositions and is evaluating mitigation strategies. This proactive approach demonstrates the company's awareness of external factors that could affect its business.

While the company has shown improvement in its continuing operations, the demerger of the Advanced Materials unit and potential tariff challenges present both opportunities and risks for Arvind's future performance.

Arvind Fashions , a leading player in India's apparel sector, has reported robust financial results for the third quarter while expressing optimism about the medium-term benefits of recent GST rate cuts. The company, which owns popular brands like Flying Machine, Arrow, and Tommy Hilfiger, sees potential for gradual but significant growth as fashion becomes more affordable for consumers.

Financial Performance

Arvind Fashions has posted impressive financial results for the quarter:

The company's return on capital employed has exceeded its target of 20%, indicating efficient use of capital and strong operational performance.

GST Rate Cut Impact

Kulin Lalbhai, Vice Chairman of Arvind Fashions, commented on the recent GST rate cuts:

• GST rates reduced to 5% for items under ₹2,500
• This covers approximately 60% of Arvind Fashions' sales
• Benefits expected to materialize gradually rather than immediately
• Company anticipates medium-term demand growth as fashion becomes more affordable

Expansion Strategy

Arvind Fashions is actively pursuing an expansion strategy focused on direct channels:

• Retail stores contribute 45-50% of revenue
• Online sales grew by 50% in the quarter
• Plans to open 150,000 square feet of new retail space
• 60 new stores already opened

The company's multi-pronged approach, combining brick-and-mortar expansion with strong online growth, positions it well to capitalize on the evolving retail landscape and changing consumer preferences in India's fashion market.

As the benefits of GST rate cuts gradually take effect and Arvind Fashions continues its strategic expansion, the company appears well-positioned for sustained growth in the medium term. However, investors should continue to monitor market conditions and consumer spending trends that may impact the apparel sector.