Are Arvind Ltd latest results good or bad?

Arvind Ltd's latest financial results for the quarter ended September 2025 reflect a notable operational turnaround compared to the previous quarter. The company reported net sales of ₹2,371.14 crores, which represents an 18.18% increase from ₹2,006.32 crores in June 2025. This growth is significant, especially given the previous quarter's decline of 9.65%.
In terms of profitability, Arvind's consolidated net profit reached ₹103.40 crores, marking a substantial sequential improvement of 94.21% from ₹53.24 crores in the prior quarter, which had experienced a sharp drop of 64.75%. This recovery indicates a strong rebound in operational performance, although it follows a period of volatility.

The operating margin (excluding other income) improved to 10.42%, up from 8.84% in the previous quarter, reflecting a sequential expansion of 158 basis points. However, this margin remains below the levels achieved in earlier quarters, highlighting ongoing challenges with margin consistency.

The company also reported a PAT margin of 4.50%, which is an improvement from 2.73% in the previous quarter, yet still lower than the margins seen in earlier periods.

On a half-yearly basis, Arvind's performance shows combined sales of ₹4,377.46 crores and a net profit of ₹156.64 crores, indicating year-on-year growth of 8.95% and 58.17% respectively. This suggests that despite the quarterly fluctuations, the company has managed to sustain growth momentum compared to the previous year's corresponding period.

Overall, while Arvind Ltd's recent results demonstrate a significant recovery in net profit and sales, the persistent volatility in margins and the competitive pressures within the textile sector remain key considerations for stakeholders. Additionally, the company saw an adjustment in its evaluation, reflecting the mixed signals present in its financial performance.