| Revenue growth | 13.1% YoY consolidated growth in Q1FY27. |
|---|---|
| Margins | Consolidated EBITDA margin 15.9%; Aerospace margins expected to stabilize. |
| Order book | Aerospace order book at ₹5,960+ Cr over a 10-year horizon. |
| Demand visibility | Strong visibility with ₹5,960+ Cr order book and robust RFQ pipeline. |
| Management confidence | High, citing strategic restructuring and distraction-free allocation to engineering. |
Growth
Aerospace revenue grew 40% YoY to ₹123 Cr; Precision Tech & Auto grew 11% to ₹444 Cr.
Outlook
Committed ₹1,000 Cr capacity investment in Andhra Pradesh; targeting ₹5,960+ Cr 10-year aerospace order book.
Risks
Temporary margin compression in Aerospace due to R&D investments and capacity scaling costs.
Last quarter's promises, checked
Delivered
- Guided 25% Aerospace growth → Delivered 40% growth (= BEAT)
- Guided consistent EBITDA margins → Delivered 15.9% vs 14.5% YoY (= BEAT)
- Guided debt-free status → Delivered net cash surplus of ₹129 Cr (= BEAT)
Partly delivered
- Targeted ₹200 Cr annual capex → Committed ₹1,000 Cr over multi-year horizon (= PARTIAL)
Investor Presentation filed with NSE, 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