RAYMONDBSERaymond LtdMediumNeutral
Announced Tue, 12 May · 18:12 IST

Please find enclosed intimation under Regulation 30 of SEBI Listing Regulations.

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor 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
-3.8%1-day move
₹479.20
prior close
₹478.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.7+0.0-0.4-0.5-3.8-4.4+6.0+9.1+13.1+14.8+8.9+23.7+30.4
Up moveDown movePending
AI summary

Raymond Limited reported Q4 FY26 total income of INR613 crores (up 2% YoY) with EBITDA of INR85 crores (margin 13.9%, down from 16.4% in Q4 FY25). For FY26, total income was INR2,312 crores (10% YoY growth) with EBITDA flat at INR335 crores (margin 14.5%). The Aerospace & Defense segment delivered strong growth with FY26 revenue of INR392 crores (26% YoY) and EBITDA margin of 22.3%. The Precision Technology & Auto Components segment posted FY26 revenue of INR1,667 crores (10% YoY) with EBITDA of INR223 crores (34% YoY growth) and margin improvement to 13.4% from 11% due to synergies and operational efficiencies. The company announced a INR930 crores capex program over 5 years (INR500 crores for Aerospace, INR430 crores for Auto) and maintains net cash surplus of INR68 crores with INR1,000 crores at parent level. Management targets 25% CAGR for Aerospace with the new Andhra Pradesh facility expected by late FY28.

Likely market impact

Strong operational performance in Aerospace with 26% growth and robust order book of INR2,350 crores signals revenue visibility. Precision segment margin improvement demonstrates successful integration synergies. The company is debt-free with strong liquidity to fund capex expansion.