Please find enclosed intimation under Regulation 30 of SEBI Listing Regulations

RL/SE/26-27/76 October 27, 2026 The Department of Corporate Services - CRD The National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor P.J. Towers, Dalal Street Bandra-Kurla Complex Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Scrip Code: 500330 Symbol: RAYMOND Dear Sir/Madam, Sub: Raymond Limited – Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation on the Unaudited Financial Results for the Second Quarter and Half Year ended September 30, 2026. The meeting of the Board of Directors commenced at 02:30 p.m. and concluded at 03:35 p.m. The Investor Presentation is also available on the website of the Company i.e. www.raymond.in. We request you to take the above information on record. Thanking you. Yours faithfully, For Raymond Limited Rakesh Darji Company Secretary Encl.: A/a Q2 & H1 FY27 RESULTS PRESENTATION October 27, 2026 Table of Contents 01 Overview 3-8 02 Consolidated Highlights 9-15 03 Aerospace & Defence Business 16-22 04 Precision Technology & Auto Components Business 23-29 05 Management Team 30-32 Section 01 Overview Strategic Positioning & Executive Summary Raymond Group: Unlocking Value Strategic Corporate Restructuring Complete — 100% Focus on High-Barrier Aerospace & Precision Technology DEMERGED & LISTED DEMERGED & LISTED CORE RETAINED ENTITY Raymond Lifestyle Limited Raymond Realty Limited Raymond Limited Listed Sep 05, 2024 Listed Jul 01, 2025 100% Pure-Play Aerospace,Precision Technology& Auto Components -Net Cash Surplus ₹68 Cr (FY26) ● Branded Textiles & Apparel ● Thane Land Bank Development ● JK Maini Global Aerospace: ● Global Garmenting B2B ● MMR Asset-Light JDA Model ● Revenue ₹ 392 Cr. ● EBITDA ₹ 88 Cr. ● Independent Capital Structure ● Top-5 Developer in MMR ● EBITDA Margin 22.3% ● JK Maini Precision Technology: ● Revenue ₹ 1,667 Cr. ● EBITDA ₹ 223 Cr. * ● EBITDA Margin 13.4% Strategic Distraction-Free Allocation Zero Non-Core asset distraction. Capital management bandwidth and cash flows are now 100% dedicated to precision engineering compounding. Note: *EBITDA (FY26) includes a one-time gain of ~₹13 Cr. on account of sale of land Building a Global Precision Engineering Platform 0011 •P LPALATFTOFORRMM 02 INFRASTRUCTURE 03 CAPABILITIES DDiivveerrssiiffiieedd EEnnggiinneeeerriinngg Global Manufacturing Scale Deep Product Portfolio ●● PPrreecciissiioonn T Teecchh &n oAluotgoy C &om Apuotone Cnotsmponents ● 17state-of-the-art manufacturing facilities ● 8,000+SKUs in Precision Tech & Auto ●● AAeerroossppaaccee & & D Defeefnecnec |e Tools & Hardware ● 2,000+ advanced machines | 5,200+ ● 1,300+precision aero-engine parts ● ● P Pr re es se en nc ce e a ac cro ross s sa u at eo rm oso pti av ce e, a , e ar uo ts op mac oe t, i a vn ed , workforce developed industrial applications tools & hardware, defence,industrial ● Fully integrated production capabilities ● 350+ parts engineered for advanced LEAP applications and after market across India engines 04 REACH 05 FORECAST 06 PERFORMANCE Global Customer Access Revenue Visibility Financial & Strategic ● Active footprint across 90+countries ● Long-cycle programs with minimal Discipline customer churn ● 100+large global customers | 25+ ● ₹2,312 Cr total income | ₹335 Cr EBITDA aerospace clients ● Robust pipeline of RFQs and active (FY26)* engagements ● 20+year relationships with Tier-1 ● ₹68 Cr net cash surplus (FY26) aerospace OEMs ● ~₹1,000 Cr committed capacity investment Note: *EBITDA (FY26) includes a one-time gain of ~₹13 Cr. on account of sale of land Global Execution Footprint MANUFACTURING FACILITIES 17 Across Karnataka, Andhra Pradesh, Maharashtra & Gujarat 17 GLOBAL WAREHOUSES 9USA, 6 Europe, 1 UK & 1 Mexico 90+ EXPORT COUNTRIES Warehouse Higher Export resilience across US & EU Automotive CONTAINERS / YEAR Tools & Hardware 600+ 20 ft containers exported annually Aerospace TOTAL EXPORTS >65% • Auto Components & Precision Tech >60% Integrated Global Supply Route Logistics • Tools & Hardware > 40% • Aerospace > 80% Automotive supply chains are safeguarded against disruptions through near-plant 3PL warehousing hubs in the UK, Europe, and North America, which facilitate just-in-time delivery directly to Tier-1 assembly lines. In parallel, all aerospace shipmentsare transported exclusively byair. Strategic Expansion & Market Diversification GREENFIELD EXPANSION BROWNFIELD PROGRESS (AP) B2C BRAND LEVERAGE Andhra Pradesh Greenfield Facility Andhra Pradesh Brownfield Facility 70-Year JK Files Legacy State-of-the-art facility progressing strictly 30+ machines commissioned; trial runs in Leveraging 7+ decadesof brand equity and on schedule to scale national production progress with target start by Q3 FY27. customerrelationships to expand into adjacent product categories and new capabilities. distribution channels. Timeline & Readiness Workforce & Automation Automotive Aftermarket Commercial production remains firmly on Established an interim brownfield facility to Penetrating the aftermarket sector via track for late 2027 (Calendar Year), raising accelerate capacity augmentation and serve cross-channel networks and established higher benchmarks in advanced technical as a training ground for the Aerospace and distribution reach. precision. Precision Technology segments. Capital-Efficient Model Governance & Leadership Built on manufacturing synergies, optimized Upgraded leadership framework and talent overheads, and diversified cash flow architecture driving stakeholder value generation. creation. Macro Outlook MACROECONOMIC & INDUSTRIAL MOMENTUM OPERATIONAL HEADWINDS & MARGIN PRESSURES Q2 FY27 GDP (Est) IIP GROWTH COMPOSITE PMI TRANSPORT INFLATION RETAIL INFLATION (Aug) ~7.3% 8.0% 56.5 4.6% 4.82% Q2FY26 8.2%, decline of ~1.0% YoY expansion (up from 4.9%) Mfg 55.7 | Services 55.8 Driven by freight & crude costs Up from 4.45% (Jul) & 4.38% (Jun) Cost Pressures & Supply Chain Risks Economic Expansion & Industrial Growth Heightened security risks and shipping disruptions along Middle East routes Defying deceleration forecasts, India's real GDP expansion was drivenby resilient sustain elevated maritime freight rates and insurance surcharges. domestic consumption and front-loaded capital expenditure. Volatile Brent Crude benchmarks expand the merchandise import bill, directly Manufacturing output serves as a key engine, expanding by 9.0% YoYacross 18 of squeezing manufacturing input margins. 23 tracked industrial sectors. Private Sector & Output Momentum INFLATIONARY TRENDS & MONETARY POLICY Private sector activity remains firmly expansionary, marked by steady factory Headline retail inflation remains above the RBI's 4.0% medium-term target, output and export order gains. predominantly driven by elevated food and beverage inflation at 5.95%. Robust domestic demand continues to cushion business activity against broader Strategic input management is essential to buffer operational margins against global economic deceleration risks. persistent cost-push headwinds. GDP-Gross Domestic Product;IIP -Index of Industrial Production; PMI–Purchasing Managers’ Index Section 02 Consolidated Highlights Financial Performance Performance Snapshot qQ2 FY27 Consolidated Performance ₹ 683 Cr. ₹ 103 Cr. ₹ 42 Cr. ₹ 77 Cr. 15.1% 6.1% YoY: 21% YoY: 30% YoY: 117% qQ2 FY27 Segmental Performance ₹ 139 Cr. ₹ 29 Cr. ₹ 471 Cr. ₹ 61 Cr. 21% 13% YoY: 72% YoY: 15% YoY: 72% YoY: 8% Performance Snapshot qH1 FY27 Consolidated Performance ₹ 1,311 Cr. ₹ 203 Cr. ₹ 84 Cr. ₹ 77 Cr. 15.5% 6.4% YoY: 17% YoY: 22% YoY: 69% qH1 FY27 Segmental Performance ₹ 262 Cr. ₹ 55 Cr. ₹ 915 Cr. ₹ 122 Cr. 21.1% 13.4% YoY: 56% YoY: 13% YoY: 46% YoY: 24% Consolidated Performance Trends Q2 FY27 TOTAL INCOME (₹ Cr.) EBITDA & EBITDA Margin (₹ Cr.) Y-o-Y Growth Y-o-Y Growth 21% 30% 15.1% 15.9% 14.1% 683 103 564 100 Q2 Q1 Q2 Q2 Q1 Q2 FY26* FY27 FY27 FY26 FY27 FY27 Note: *EBITDA of Q2 FY26 includes [Showing first 8,000 characters — download PDF for full document]