Raymond Realty Limited has informed the Exchange about Investor Presentation
RAYMONDREL · price
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Awaiting price reaction for this filing.
Raymond Realty shared its Q1FY26 investor presentation following its recent listing on July 1, 2025, post-demerger from Raymond Limited. Revenue from operations fell 23% YoY to ₹374 Cr, while EBITDA declined 39% to ₹41 Cr with margins compressing to 10.5% from 13.5%. Net profit nearly halved to ₹17 Cr from ₹34 Cr last year. The company highlighted a strong project pipeline with total Gross Development Value of ~₹400 billion, including own land in Thane (~100 acres) with ₹25,000 Cr potential revenue and ₹14,000 Cr+ from JDA-led capital-light projects. Operational bookings slowed in Q1 with project-wise sales ranging from 49% (Bandra JDA) to 99% (Ten X Habitat) sold. The company remains net cash positive at ₹233 Cr and targets ~20% ROCE and ~20% annual growth.
Weak Q1 numbers with significant YoY declines in revenue, EBITDA, and profit may pressure the stock in the short term, especially given margin compression. However, the strong forward pipeline (~₹400 bn GDV), net cash position, and clear growth targets support long-term potential. Investors should monitor booking velocity in upcoming launches (Wadala, Bandra-2, Mahim, Sion) as a key indicator of execution.