RAYMONDRELBSERaymond Realty LtdMediumNeutral
Announced Tue, 5 May · 19:48 IST

Please find attached herewith the Investor Presentation.

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RAYMONDREL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+33.5%1-day move
₹475.35
prior close
₹502.50
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.8+1.0+3.8+2.7+33.5+31.8+24.3+19.9+18.9+16.4+20.8+19.9+48.3
Up moveDown movePending
AI summary

Raymond Realty reported strong Q4FY26 performance with total income of ₹1,176 Cr (53% YoY growth) and FY26 income of ₹3,039 Cr (29% YoY growth). Pre-sales reached ₹1,519 Cr in Q4FY26 and ₹3,023 Cr for full year. EBITDA stood at ₹253 Cr (21.5% margin) for Q4 and ₹495 Cr (16.3% margin) for FY26. The company has a 100-acre Thane land bank with potential revenue of ₹25,000 Cr and 7 JDA projects with development value of ₹17,000 Cr, totaling potential revenue of ₹42,000 Cr. New launches include The Address by GS projects in Wadala, Sion, and TenX District 9 in Thane. The company follows a JDA-led capital light model targeting approximately 20% annual growth in revenue, pre-sales, and ROCE.

Likely market impact

Strong operational performance with growing pre-sales and collections indicates healthy demand for Raymond Realty's projects. The JDA model allows asset-light expansion while maintaining growth targets. The substantial land bank and pipeline provide long-term revenue visibility.