Raymond Limited has informed the Exchange about Investor Presentation
RAYMOND · price
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Raymond filed its Q1FY26 investor presentation following the recent restructuring of its engineering business into two subsidiaries — JK Maini Precision Technology Ltd (JKMPTL) and JK Maini Global Aerospace Ltd (JKMGAL) — effective August 1, 2025. Consolidated total income rose 11% YoY to ₹555 Cr, but EBITDA fell 8% YoY to ₹87 Cr with margins compressing from 18.9% to 15.7%, and net profit declined to ₹21 Cr. Aerospace & Defence revenue jumped 37% YoY to ₹87 Cr, while Precision Tech & Auto revenue grew 12% YoY to ₹398 Cr. The company remains net cash surplus at ₹157 Cr and announced strategic MoUs with Safran Aircraft Engines and Pratt & Whitney, with a commercial aircraft backlog exceeding 16,000 units offering 12-15 years of visibility.
Margin compression in Q1FY26 despite revenue growth may weigh on near-term sentiment, but the strategic MoUs with global aerospace giants and a robust 16,000+ aircraft backlog strengthen the long-term growth story. The demerger into two focused subsidiaries and net cash surplus position provide flexibility, though investors should watch for margin recovery in coming quarters.