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Investor Presentation

Raymond Lifestyle Investor Presentation: Key Takeaways

Raymond Lifestyle Q1FY27 shows 6% YoY revenue growth to ₹1,560 Cr, led by garmenting. EBITDA rose 11% to ₹135 Cr, though PBT remains negative.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth6% YoY in Q1FY27.
MarginsEBITDA margin expanded 40bps to 8.6% despite cost pressures.
Order bookStrong execution in garmenting following US-India tariff rationalization.
Demand visibilitySustained domestic demand despite macroeconomic headwinds.
Management confidenceHigh on international traction and debt-free status.

Growth

Revenue up 6% YoY; EBITDA up 11%; Garmenting segment achieved 50% growth. Branded Apparel grew 4%.

Outlook

FY27 target: double-digit top line growth. Expansion into EU/UK via FTAs; network optimization continuing.

Risks

Rising raw material (wool/cotton) costs, freight expenses, and geopolitical tensions impacting margins and consumer sentiment.

Last quarter's promises, checked

Delivered

  • Guided double-digit top-line growth → delivered 11% FY26 (= BEAT)
  • Guided double-digit EBITDA growth → delivered 23% FY26 (= BEAT)
  • Guided net-debt free status → delivered net cash surplus ₹179 Cr (= BEAT)

Partly delivered

  • Guided 30-40 net store additions → delivered ongoing network optimization (= PARTIAL)
  • Guided NWC < 70 days → delivered 75 days (= PARTIAL)

Missed

  • Guided double-digit top-line growth → delivered 6% Q1FY27 (= MISS)
Source

Investor Presentation filed with BSE, NSE: RAYMONDLSL. Summary written with AI assistance from the document.

Read the document ↗

Raymond Lifestyle Ltd: key numbers

Share price
₹687.60
Market cap
₹4,189 Cr
Revenue (annual)
₹6,888 Cr
Net profit (annual)
₹46.17 Cr
P/E (TTM)
96.5×Sector 55.7×
Promoter holding
59.62%+0.09% QoQ
FII holding
7.32%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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