RAYMONDBSERaymond LtdMediumNeutral
Announced Tue, 5 May · 15:12 IST

Please find attached intimation under Regulation 30 of Listing Regulations regarding Investors Presentation.

Order Pipeline DisclosedInvestor Communications View source PDF

RAYMOND · 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
+10.9%1-day move
₹467.15
prior close
₹442.05
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.2-0.1+1.3+10.9+9.4+10.1+6.0+2.6-1.3+18.5+8.7+32.5
Up moveDown movePending
AI summary

Raymond Limited reported FY26 total income of ₹2,312 Cr (up 10% YoY) and Q4 FY26 income of ₹613 Cr (up 2% YoY). Consolidated EBITDA for FY26 was ₹335 Cr (flat YoY, includes ₹13 Cr one-time land sale gain), with Q4 EBITDA at ₹85 Cr (down 14% YoY). Overall EBITDA margin contracted to 14.5% in FY26 from 15.9% in FY25. Precision Technology & Auto Components posted strong FY26 revenue of ₹1,667 Cr (up 10%) with EBITDA margin expanding to 13.4% from 11.0%. Aerospace & Defence segment achieved FY26 revenue of ₹392 Cr (up 26%) with stable 25.5% EBITDA margin in Q4. The company maintains a net cash surplus position of ₹613 Cr and has an aerospace order book of ₹2,350+ Cr over the next 5 years. New manufacturing facilities are being set up in Gudipalli, Andhra Pradesh with total CAPEX of ₹930 Cr, targeting commercial production in late 2027.

Likely market impact

Raymond delivered steady topline growth but margin pressure in Q4 raises concerns about cost absorption during scaling phase. The aerospace segment's strong order book and new customer wins provide long-term revenue visibility, while margin expansion in the Precision Technology segment is a positive signal for operational efficiency.