| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 13% YoY revenue growth driven by aerospace and precision engineering. |
|---|---|
| Margins | EBITDA margin at 15.9%; aerospace margins expected to stabilize at 25%. |
| Order book | Aerospace order book stands at ₹5,960+ Cr over 10 years. |
| Demand visibility | Strong visibility in aerospace; automotive recovery following US tariff rollbacks. |
| Management confidence | High; emphasizing execution and structural adaptability to global trade shifts. |
Growth
Revenue rose 13% YoY to ₹628 Cr; EBITDA margins improved to 15.9% due to operating leverage.
Outlook
Management maintains a 25% organic growth target for the aerospace segment.
Risks
High R&D expensing currently masks margin potential; aerospace order book visibility is long-term but execution-heavy.
Last quarter's promises, checked
Delivered
- Guided 25% Aerospace growth → delivered 40.4% (= BEAT)
- Guided debt-free status → delivered ₹129 Cr net cash surplus (= BEAT)
- Guided 10% Precision segment growth → delivered 11.5% (= BEAT)
Partly delivered
- Guided 250-350 new components/year → delivered launch of aftermarket line in Q2 (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: RAYMOND. Summary written with AI assistance from 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
All →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)
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.
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
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
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
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