RAYMONDNSERaymond Limited· Textile ProductsMediumNeutral
Announced Tue, 5 May · 15:11 IST

Raymond Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

RAYMOND · price

Loading chart…

▲ 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
₹441.25
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.4+0.2+0.8+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 Q4FY26 Total Income of ₹613 Cr (up 2% YoY) and FY26 Total Income of ₹2,312 Cr (up 10% YoY). EBITDA for Q4FY26 stood at ₹85 Cr (down 14% YoY) with margin at 13.9%, while FY26 EBITDA was flat at ₹335 Cr with margin declining to 14.5% from 15.9% in FY25. The company remains net cash surplus at ₹613 Cr. Aerospace & Defence segment grew strongly with revenue up 26% to ₹392 Cr, maintaining EBITDA margin at 22.3%. Precision Technology & Auto Components reported revenue of ₹1,667 Cr (up 10%) with margin expansion to 13.4%. The company has ₹2,350+ crore order book in aerospace over next 5 years and is setting up new facilities in Gudipalli, Andhra Pradesh with combined CAPEX of ₹930 Cr, expected to commence production late 2027.

Likely market impact

Raymond delivered solid topline growth of 10% for FY26 driven by aerospace and precision engineering segments, though margin compression of 140 bps reflects geopolitical headwinds and one-time items. The strong aerospace order book and new facility expansion provide multi-year growth visibility while the net cash surplus position offers balance sheet strength.