Arvind Limited

Report azionario BSE:500101

Capitalizzazione di mercato: ₹130.9b

Arvind Gestione

Criteri Gestione verificati 3/4

Arvind Il CEO è Sanjaybhai Lalbhai, nominato in May2024, e ha un mandato di 2.08 anni. la retribuzione annua totale è ₹ 83.70M, composta da 12.4% di stipendio e 87.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.001% delle azioni della società, per un valore di ₹ 785.16K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.2 anni e 3.8 anni.

Informazioni chiave

Sanjaybhai Lalbhai

Amministratore delegato

₹83.7m

Compenso totale

Percentuale dello stipendio del CEO12.43%
Mandato del CEO2.1yrs
Proprietà del CEO0.0006%
Durata media del management2.2yrs
Durata media del Consiglio di amministrazione3.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • Jun 04

500101: UAE License And Dividend Decision Will Shape Future Repricing View

Analysts have raised Arvind's implied fair value estimate from ₹482 to about ₹553, with the updated price target mainly reflecting revised assumptions around revenue growth, profit margins and future P/E multiples. What's in the News A board meeting is scheduled for May 15, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider a final dividend recommendation.
Nuova narrazione • Jun 01

Rising Input Costs And Export Dependence Will Pressure Margins For Years

Catalysts About Arvind Arvind Limited is a textiles and advanced materials company with operations spanning fabrics, garments, technical textiles and human protection products, supported by both domestic and export markets. What are the underlying business or industry changes driving this perspective?
Nuova narrazione • May 18

Garment Capacity Expansion And Advanced Materials Growth Will Reshape Long Term Prospects

Catalysts About Arvind Arvind is a textile and advanced materials company with a global footprint across fabrics, garments and technical textiles. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • May 17

500101: UAE License And Upcoming Results Will Shape Forward Repricing Potential

Analysts have lifted their price target on Arvind from ₹444.17 to ₹482.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a higher fair value estimate. What's in the News A board meeting is scheduled on May 15, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend a final dividend on equity shares for the same financial year, if any (Key Developments).
Aggiornamento della narrazione • Apr 29

500101: UAE License And Asset Reallocation Will Support Forward Repricing Potential

Analysts have maintained their fair value estimate for Arvind at approximately ₹444 per share, with only minor adjustments to inputs such as discount rate, revenue growth, profit margin and assumed future P/E, resulting in a largely unchanged price target narrative. What's in the News Arvind obtained a Virtual License Certificate from Sharjah Airport International Free Zone in the U.A.E. for its subsidiary Arvind Atelier (FZC), which is planned to engage in textile trading and ready-made garments trading.
Aggiornamento della narrazione • Apr 15

500101: Asset Reallocation And UAE Subsidiary Setup Will Support Forward Repricing Potential

Analysts have held Arvind's fair value steady at ₹444.17 per share, highlighting slightly higher assumed discount rates and P/E expectations, along with a modest adjustment to profit margin assumptions in their refreshed price target work. What's in the News Arvind has scheduled a Special and Extraordinary Shareholders Meeting on Mar 11, 2026, to be conducted via postal ballot in India, focused on several resolutions linked to its employee stock option scheme and a material subsidiary (company disclosure).
Aggiornamento della narrazione • Mar 31

500101: Asset Reallocation And UAE Entry Will Support Forward Repricing Potential

Analysts have kept Arvind's fair value estimate steady at ₹444.17. They made only marginal tweaks in assumptions around discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view.
Aggiornamento della narrazione • Mar 17

500101: UAE Expansion And Asset Moves Will Support Forward Repricing Potential

Analysts have kept Arvind's fair value estimate broadly steady at ₹444.17, with minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions resulting in only a marginal adjustment to their overall price framework. What's in the News Arvind has scheduled a Special or Extraordinary Shareholders Meeting on Mar 11, 2026 via postal ballot in India to consider amendments to the AL employee stock option scheme 2021, including administration through an irrevocable employee welfare trust and changes to the exercise price clause (company disclosure).
Aggiornamento della narrazione • Mar 03

500101: New UAE Subsidiary Will Support Forward Repricing Potential

Analysts have kept Arvind's fair value estimate broadly in line with prior work, with only minor parameter tweaks such as a small adjustment to the discount rate and future P/E. Together, these changes support a largely unchanged implied price target around ₹444.17.
Aggiornamento della narrazione • Feb 16

500101: New UAE Subsidiary And Stable Margins Will Support Bullish Repricing

Analysts have inched up their price target on Arvind from ₹440.50 to about ₹444.17, reflecting updated assumptions around fair value, discount rate, profit margin and forward P/E that keep the overall outlook broadly consistent with prior views. What's in the News Arvind PD Composites Private Limited has incorporated a wholly owned subsidiary in the UAE, Arvind PD International FZLLC, focused on fibre glass products manufacturing, with authorised capital of AED 150,000 divided into 150 shares of AED 1,000 each.
Aggiornamento della narrazione • Feb 02

500101: Higher Margin Outlook Before January Board Review Will Support Bullish Repricing

Analysts have lifted their fair value estimate for Arvind from ₹401.60 to ₹440.50, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Arvind has scheduled a board meeting on January 30, 2026 to review and approve its unaudited standalone and consolidated financial results for the quarter and period ended December 31, 2025 (company filing).
Aggiornamento della narrazione • Aug 29

India And UK Shifts Will Expand Global Market Access

The Analyst Price Target for Arvind was lowered to ₹401.60, primarily reflecting slightly softer forecasts for both future P/E (down to 21.19x) and annual revenue growth (now 11.7%). What's in the News Board meeting scheduled to approve and record unaudited standalone and consolidated financial results for the quarter ended 30 June 2025, and to consider other business matters.
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Nuova narrazione • Feb 24

New CEO Gurpreet Bhatia And Expanding Garment Capacity Will Drive Future Performance

Strategic expansion and capacity increase in garmenting and woven fabric aim to drive revenue growth and enhance profitability long-term.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Sanjaybhai Lalbhai rispetto agli utili di Arvind?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

₹4b

Dec 31 2025n/an/a

₹4b

Sep 30 2025n/an/a

₹4b

Jun 30 2025n/an/a

₹4b

Mar 31 2025₹84m₹10m

₹4b

Dec 31 2024n/an/a

₹3b

Sep 30 2024n/an/a

₹3b

Jun 30 2024n/an/a

₹3b

Mar 31 2024₹80m₹10m

₹3b

Dec 31 2023n/an/a

₹4b

Sep 30 2023n/an/a

₹3b

Jun 30 2023n/an/a

₹4b

Mar 31 2023₹83m₹10m

₹4b

Dec 31 2022n/an/a

₹4b

Sep 30 2022n/an/a

₹4b

Jun 30 2022n/an/a

₹3b

Mar 31 2022₹35m₹10m

₹3b

Dec 31 2021n/an/a

₹2b

Sep 30 2021n/an/a

₹1b

Jun 30 2021n/an/a

₹704m

Mar 31 2021₹15m₹8m

-₹165m

Dec 31 2020n/an/a

-₹820m

Sep 30 2020n/an/a

-₹711m

Jun 30 2020n/an/a

-₹238m

Mar 31 2020₹41m₹10m

₹957m

Compensazione vs Mercato: La retribuzione totale di Sanjaybhai ($USD 884.79K ) è superiore alla media delle aziende di dimensioni simili nel mercato Indian ($USD 500.60K ).

Compensazione vs guadagni: La retribuzione di Sanjaybhai è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Sanjaybhai Lalbhai (72 yo)

2.1yrs
Mandato
₹83,700,000
Compensazione

Mr. Sanjaybhai Shrenikbhai Lalbhai served as Non-Executive Chairman of The Anup Engineering Limited until November 10, 2025. Mr. Lalbhai has been an Executive Chairman of Arvind Limited since September 28,...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Sanjaybhai Lalbhai
Chairman & MD2.1yrs₹83.70m0.00060%
₹ 785.2k
Punit Lalbhai
Vice Chairman and Executive Director13.9yrs₹59.40m0.0014%
₹ 1.9m
Kulin Lalbhai
Vice Chairman and Executive Director13.9yrs₹59.40mNessun dato
Jayesh Shah
Group CFO & Whole Time Director2.3yrs₹45.20m0.094%
₹ 123.6m
Nigam Shah
Chief Financial Officer2.3yrsNessun dato0.014%
₹ 18.7m
Satya Mishra
Head of Investor Relationsno dataNessun datoNessun dato
Pritesh Shah
Company Secretary & Compliance Officerless than a yearNessun datoNessun dato
Yatin Padia
Head of Corporate Communications3.3yrsNessun datoNessun dato
Tushar Nerkar
Chief Marketing Manager2.5yrsNessun datoNessun dato
Rachna Mehra
Chief Human Resource Officerno dataNessun datoNessun dato
Abhishek Bansal
Vice President of Corporate Sustainabilityno dataNessun datoNessun dato
Samir Agrawal
Chief Strategy Officerno dataNessun datoNessun dato
2.2yrs
Durata media
44yo
Età media

Gestione esperta: Il team dirigenziale di 500101 è considerato esperto (durata media dell'incarico 2.2 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Sanjaybhai Lalbhai
Chairman & MD47.3yrs₹83.70m0.00060%
₹ 785.2k
Punit Lalbhai
Vice Chairman and Executive Director13.9yrs₹59.40m0.0014%
₹ 1.9m
Kulin Lalbhai
Vice Chairman and Executive Director13.9yrs₹59.40mNessun dato
Jayesh Shah
Group CFO & Whole Time Director23.6yrs₹45.20m0.094%
₹ 123.6m
Nagesh Pinge
Independent Director2yrs₹1.20mNessun dato
Nilesh Mehta
Independent Director2.1yrs₹1.00mNessun dato
Reena Bhagwati
Independent Director1.8yrs₹600.00k0.023%
₹ 30.0m
Arjun Jaykrishna
Independent Director1.4yrsNessun datoNessun dato
Ismet Khambatta
Independent Director3.8yrs₹1.00mNessun dato
3.8yrs
Durata media
64yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 500101 sono considerati esperti (durata media dell'incarico 3.8 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/15 11:16
Prezzo dell'azione a fine giornata2026/06/15 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Arvind Limited è coperta da 18 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Aradhana Jain360 ONE Capital Market Private Limited
null nullAntique Stockbroking Ltd.
Vijayaraghavan SwaminathanAvendus Spark