RAYMONDNSERaymond Limited· Textile ProductsMediumNeutral
Announced Tue, 12 May · 18:09 IST

Raymond Limited has informed the Exchange about Transcript

Order Pipeline DisclosedMgmt Guided Margin PressureMgmt Evaded Key QuestionInvestor 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 INR 613 crores (2% YoY growth) with EBITDA of INR 85 crores (13.9% margin). FY26 full year revenue stood at INR 2,312 crores (10% growth) with EBITDA of INR 335 crores (14.5% vs 15.9% in FY25). The margin decline was attributed to INR 600 crores cash transferred to Raymond Realty post demerger. Aerospace & Defense segment delivered strong growth with Q4 revenue of INR 119 crores (11% YoY) and 25.5% EBITDA margin; FY26 revenue was INR 392 crores (26% growth). Precision Technology & Auto Components reported Q4 revenue of INR 442 crores (5% growth) with EBITDA margin expanding to 15.2%. The company announced a INR 930 crores capex program over 5 years, with INR 500 crores for Aerospace and INR 430 crores for Precision Tech, plus a new Andhra Pradesh aerospace facility expected to commence production in late FY28. The aerospace order book stands at INR 2,350 crores with a targeted 25% CAGR growth.

Likely market impact

Raymond remains a debt-free company (net cash INR 68 crores) with strong order visibility in aerospace. The near-term margin pressure is one-time in nature due to the demerger, while operational performance remains robust with improving margins in the Precision Tech segment and strong 26% growth in Aerospace. The INR 930 crores capex commitment signals confidence in sustained growth.