Arvind Limited

BSE:500101 Stock Report

Market Cap: ₹141.2b

Arvind Management

Management criteria checks 3/4

Arvind's CEO is Sanjaybhai Lalbhai, appointed in May 2024, has a tenure of 2.17 years. total yearly compensation is ₹83.70M, comprised of 12.4% salary and 87.6% bonuses, including company stock and options. directly owns 0.001% of the company’s shares, worth ₹826.68K. The average tenure of the management team and the board of directors is 2.3 years and 3.9 years respectively.

Key information

Sanjaybhai Lalbhai

Chief executive officer

₹83.7m

Total compensation

CEO salary percentage12.43%
CEO tenure2.2yrs
CEO ownership0.0006%
Management average tenure2.3yrs
Board average tenure3.9yrs

Recent management updates

Recent updates

Narrative Update • Jun 25

500101: UAE License And Dividend Plans Will Guide Future Repricing View

Analysts have revised their price target for Arvind to ₹586.25 from ₹553.33, citing updated valuation work that reflects a slightly lower discount rate and a higher assumed future P/E multiple. What’s in the News for Arvind Arvind has scheduled a special or extraordinary shareholders meeting on June 19, 2026, via postal ballot in India to consider the appointment of Mr. Nigam Shah as a director, his appointment as whole-time executive director with remuneration, and an alteration to the object clause of the memorandum of association.
Narrative Update • 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.
New Narrative • 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?
New Narrative • 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?
Narrative Update • 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).
Narrative Update • 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.
Narrative Update • 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).
Narrative Update • 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.
Narrative Update • 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).
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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).
Narrative Update • 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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New Narrative • 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.

CEO Compensation Analysis

How has Sanjaybhai Lalbhai's remuneration changed compared to Arvind's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Sanjaybhai's total compensation ($USD875.59K) is above average for companies of similar size in the Indian market ($USD499.08K).

Compensation vs Earnings: Sanjaybhai's compensation has been consistent with company performance over the past year.

CEO

Sanjaybhai Lalbhai (72 yo)

2.2yrs
Tenure
₹83,700,000
Compensation

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,...

Leadership Team

NamePositionTenureCompensationOwnership
Sanjaybhai Lalbhai
Chairman & MD2.2yrs₹83.70m0.00060%
₹ 847.4k
Punit Lalbhai
Vice Chairman and Executive Director14yrs₹59.40m0.0014%
₹ 2.0m
Kulin Lalbhai
Vice Chairman and Executive Director14yrs₹59.40mno data
Jayesh Shah
Group CFO & Whole Time Director2.4yrs₹45.20m0.094%
₹ 133.4m
Nigam Shah
Chief Financial Officer2.4yrsno data0.014%
₹ 20.2m
Satya Mishra
Head of Investor Relationsno datano datano data
Pritesh Shah
Company Secretary & Compliance Officerless than a yearno datano data
Yatin Padia
Head of Corporate Communications3.4yrsno datano data
Tushar Nerkar
Chief Marketing Manager2.6yrsno datano data
Rachna Mehra
Chief Human Resource Officerno datano datano data
Abhishek Bansal
Vice President of Corporate Sustainabilityno datano datano data
Samir Agrawal
Chief Strategy Officerno datano datano data
2.3yrs
Average Tenure
44yo
Average Age

Experienced Management: 500101's management team is considered experienced (2.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Sanjaybhai Lalbhai
Chairman & MD47.3yrs₹83.70m0.00060%
₹ 847.4k
Punit Lalbhai
Vice Chairman and Executive Director14yrs₹59.40m0.0014%
₹ 2.0m
Kulin Lalbhai
Vice Chairman and Executive Director14yrs₹59.40mno data
Jayesh Shah
Group CFO & Whole Time Director23.7yrs₹45.20m0.094%
₹ 133.4m
Nagesh Pinge
Independent Director2.1yrs₹1.20mno data
Nilesh Mehta
Independent Director2.2yrs₹1.00mno data
Reena Bhagwati
Independent Director1.9yrs₹600.00k0.023%
₹ 32.3m
Arjun Jaykrishna
Independent Director1.5yrsno datano data
Ismet Khambatta
Independent Director3.9yrs₹1.00mno data
3.9yrs
Average Tenure
64yo
Average Age

Experienced Board: 500101's board of directors are considered experienced (3.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/08 11:35
End of Day Share Price 2026/07/08 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arvind Limited is covered by 19 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null null360 ONE Capital Market Private Limited
Aradhana Jain360 ONE Capital Market Private Limited
null nullAntique Stockbroking Ltd.