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Earnings Call

Raymond Earnings Call: Key Takeaways

Raymond Limited delivered Q4 total income of ₹613cr and FY26 total income of ₹2,312cr (up 10% YoY). Company maintains a debt-free status with ₹68cr net cash.

Why this was an Alfa AlertNot a filter event. Financials were broadly in line with management's growth trajectory; no material guidance beat cited.
Highlights
Revenue growth10% YoY growth for FY26.
MarginsAerospace EBITDA margin at 22.3% for FY26.
Order book₹2,350cr order book in the Aerospace segment.
Demand visibilityStrong order book in Aerospace providing multi-year visibility.
Management confidenceHigh, focused on scaling Aerospace and Engineering segments.

Growth

FY26 revenue grew 10% to ₹2,312cr; EBITDA reached ₹335cr with 14.5% margin.

Outlook

Planned ₹930cr capex over 5 years; targeting 25% CAGR in Aerospace & Defense.

Risks

Aerospace margins impacted by raw material supply chain friction and Gulf logistic blockades.

Source

Earnings Call filed with NSE, NSE: RAYMOND. Summary written with AI assistance from the document.

Read the document ↗

Raymond Ltd: key numbers

Share price
₹1,196.65
Market cap
₹7,967 Cr
Revenue (annual)
₹2,212 Cr
Net profit (annual)
₹5,341 Cr
P/E (TTM)
214.9×Sector 53.6×
Promoter holding
48.87%+0.00% QoQ
FII holding
7.89%Current quarter

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

More from Raymond Ltd

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13:12 IST NSE
New Order Win

Raymond Bags New Order from Leading Indian Aerospace and Defence OEM

Raymond's subsidiary won an OEM tender to assemble wing and fuselage structures for an indigenous fighter aircraft. No contract value is disclosed in the filing.

From
Leading Indian Aerospace and Defence OEM (unnamed)
19:12 IST NSE
Annual General Meeting

Raymond Annual General Meeting

Raymond Limited announced an Extraordinary General Meeting (EGM) to be held on October 3, 2026. The meeting will seek shareholder approval for a preferential share warrant issuance.

19:04 IST NSE
Annual General Meeting

Raymond Annual General Meeting

Raymond Limited has called an EGM on October 3, 2026, to seek approval for a preferential issue of 33,28,686 warrants to Minerva Ventures Fund.

Value
₹214.7 Cr
17:48 IST NSE
New Order Win

Raymond Bags ₹33 Cr Order from Leading Indian Aerospace and Defence Major

Raymond's aerospace subsidiary secured new orders from a major Indian defence player. The contract represents an annual business potential of approximately ₹33 crore.

Value
₹33.00 Cr
From
Leading Indian Aerospace and Defence Major
17:38 IST BSE
Capital Structure Change

Raymond Capital Structure Change

Raymond Limited will issue 33.28 lakh convertible warrants to Minerva Ventures Fund at ₹645 per share, raising approximately ₹214.70 Crore in capital.

Value
₹214.7 Cr
Execution
18 months
16:27 IST NSE
Fund Raise

Raymond Fund Raise of ₹214.7 Cr

Raymond Limited will raise ~₹214.71 Crore through a preferential allotment of 33,28,686 convertible warrants to Minerva Ventures Fund at ₹645 per warrant.

Value
₹214.7 Cr