ARVIND

What Arvind promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 12 tracked 0 delivered 6 missed 6 open
  • Advanced Materials Division (AMD) EBITDA Margin went quiet said Q3 FY26 Promised: 14% to 15% for long-term consistent growth Q4 FY26: The Q4 call focused exclusively on the AAML acquisition and did not provide an update on the overall AMD segment's EBITDA margin guidance.
  • Advanced Materials Division (AMD) Growth CAGR on track said Q3 FY26 Promised: 18% to 20% CAGR going forward Q4 FY26: Management reiterated the growth expectation for the India business at 18-20%, in line with the previous guidance. Quote: 'our expectation from India is approximately 18% to 20%.'

The rest of the ledger

Above is what the last two calls moved. Pro opens all 12 tracked commitments for Arvind — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens