BSECompany Update28 Oct 2026 · 28 Oct 2026, 07:10 pm
Please find attached Investor Presentation under Regulation 30 of Listing Regulations.
Raymond Lifestyle Ltd · 544240
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Raymond Lifestyle Ltd has released an investor presentation for Q2FY27 and H1FY27, highlighting strong revenue growth, EBITDA expansion, and premiumization efforts.
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Raymond Lifestyle Ltd - 544240 - Announcement under Regulation 30 (LODR)-Investor Presentation
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(Formerly known as
Raymond Consumer Care Limited)
RLL/SE/26-27/46
October 28, 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: 544240 Symbol: RAYMONDLSL
Dear Sir/Madam,
Sub: Raymond Lifestyle 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 03:15 P.M. and concluded at 05:50 P.M.
The Investor Presentation is also available on the website of the Company i.e.
https://raymondlifestyle.com/.
We request you to take the above information on record.
Thanking you.
Yours faithfully,
For Raymond Lifestyle Limited
Priti Alkari
Company Secretary
Encl.: A/a
Corporate Office Registered Office Head Office
JEKEGRAM Plot G-35 and G-36, New Hind House,
Pokhran Road No. 1, MIDC Waluj, Taluka Gangapur, Narottam Morarjee Marg,
Thane (West) - 400 606, Chhatrapati Sambhajinagar - 431 136, Ballard Estate, Mumbai – 400 001,
Maharashtra, India. Maharashtra, India. Maharashtra, India.
Phone: +91 2261527000 CIN No: L74999MH2018PLC316288 Phone: +91 2240349999
Website: www.raymondlifestyle.com
RESULTS
PRESENTATION -
Q2FY27 & H1FY27
October 28, 2026
Table of Contents
Macro Outlook & Business Overview
01 3-7
02 Highlights 8-12
03 Financial Performance 13-19
04 ESG, CSR & Way Forward 20-26
05 Leadership Team 27-30
MACRO OUTLOOK &
BUSINESS OVERVIEW
Macro Outlook
Geopolitical & Currency Impact Environmental & Commodity Economy & Inflation
• Brent crude continues to trade above • Unpredictable seasonal rainfall patterns and • Reserve Bank of India (RBI) has raised
$105–$110/bbl, maintaining strong cost extreme heat events continue to impact India’s FY27 real GDP growth projection to
pressures on synthetic fiber inputs, dye agricultural yields, creating supply-chain 7.1% (up from earlier baseline estimates),
chemicals, and freight costs swings in raw fiber availability reflecting resilient domestic consumption,
strong urban demand, and ongoing
• Indian Rupee continues to hover near • Benchmark wool prices remain firm near premiumization across retail categories
record lows (nearing 94–95 USD/INR), elevated multi-year levels
elevating import costs for raw materials
• CPI inflation projection for FY27 has been
• Domestic cotton prices remain elevated
revised to 5.2% (up from earlier estimates)
• Persistent global supply chain disruptions
driven by persistent input cost pressures
Strategic Objectives
VALUE CREATION
STRATEGIC OUTCOMES
OUR FOCUS
PREMIUMIZATION CASUALIZATION MARKET LEADERSHIP OMNICHANNEL ESG
BRAND RETAIL OPERATIONAL DIGITAL & Consistent
LEADERSHIP EXCELLENCE EXCELLENCE CONSUMER Profitable
Growth
• Strengthen core brands • Disciplined store expansion • Supply chain optimization • Data-led consumer insights
• Build brand equity • Improve store productivity • Lean & efficient operations • Digital engagement
• Invest in marketing • Grow omnichannel • Cost and productivity focus • Technology-driven growth Margin
Expansion
KEY ENABLERS
Strong Cash
Flows
Store Expansion Supply Chain Efficiency Talent & Culture Global Growth
Long-term
OUR FOUNDATION
Shareholder
Value
Strong Heritage Brands | Consumer Trust | Manufacturing Excellence | Extensive Distribution Network | Robust Governance
Creation
Value Drivers
Asset Light & Retail Premiumization &
Category Dominance
Strength Casualization
• ~65% Worsted Suiting fabric share & • TRS FOFO Dominance– Sustaining > 90% • Fabric Mix Upshift
OTC Shirting leadership sharein FOFO model Transitioning towards high-value Wool, Poly-
wool blends, and pure Linen
• Pricing Power: Wedding/celebration
• 1,600 + Stores: Active network • Launching Premium Products
wear driving strong EBITDA margins
optimization toward high-yielding Accelerating premium product introductions
>18%.
premium retail locations across collections
• Casualization Expansion
• Fully vertically integrated business
Accelerated growth in core casual brands
model
ColorPlus& Parx; increasing casual mix within
formal brands Park Avenue & Raymond RTW
Efficiency & Profitability Fortified Balance Sheet Strategic Growth Levers
• Manufacturing Excellence: First Time • Working Capital: NWCcycle reduced • FY27 Roadmap: Focused on
Right (FTR) > 95%, Capacity Utilization > from 87 to 77 days in FY26 Premiumization, Casualization &
90% Geographical Diversification
• SustainedNet-Debt Free entity status
• FY26 Performance:23% EBITDA growth
• International Growth: Expanding into EU
(₹804 Cr) and a massive 63% surge in
• Disciplined working capital management & UK markets via trade agreements
yielding robust Free Cash Flow (FTAs)
• FY27 Target: Double digit top line &
higher double digit EBITDA growth
Our Business Portfolio
High Value Cotton
Branded Textiles Branded Apparel Garmenting Emerging Business
Shirting
Premium Suiting & Serving marquee brands Maintaining market
Shirting fabrics. across the US, UK & leadershipthrough end-
Europethrough a to-end integrated
scalable B2B export manufacturing.
platform.
Supply premium cotton
Leveraging a vertically & linen shirting fabrics
integrated modelfrom to domestic & global
"fabric-to-garment“. markets.
Segment Reclassification Note:Emerging Business (New Segment):Comprises Raymond Home(reclassified from Branded Textiles), Ethnixby Raymondand Park Avenue Inner Wear(reclassified from Branded Apparel), Sexual Wellness (reclassified from Others) and 7
the newly launched Chairman’s Collection
HIGHLIGHTS
Q2FY27 & H1FY27- Performance Snapshot
(₹ Cr.)
FINANCIAL PERFORMANCE
TOTAL INCOME EBITDA PBT
YoY YoY YoY
Q2FY27 ₹ 2,125 Cr. 14% ₹ 270 Cr. 4.0% ₹ 91 Cr. (16%)
Margin 12.7% Margin 4.3%
H1FY27 ₹ 3,685 Cr. 10% ₹ 404 Cr. 6.0% ₹ 53 Cr. (37%)
Margin 11.0% Margin 1.4%
OPERATING HIGHLIGHTS
STORE COUNT NET CASH
YoY 1,663 29
SEP ’26 1,634 ₹ 69 Cr.
QoQ 1,627 7
International momentum and domestic premiumization fuel solid performance
Note: Data as of Sept’’26
Q2FY27 & H1FY27 Performance Trends
TOTAL INCOME EBITDA & MARGINS (%) PBT & MARGINS (%)
(₹ Cr.) (₹ Cr.) (₹ Cr.)
Y-o-Y Growth Y-o-Y Growth
10% 6%
Y-o-Y Growth Y-o-Y Growth
14% 4%
• Total Income growth of 14% Y-o-Y was on account of:
o Strong performance by the garmenting segment, driven by order book execution, following the US-India Tariff rationalization, & onboarding
of new global clients
o Robust performance within Branded Apparel led by casualization
o Successful premiumization across Branded Textile
• Margin were at 12.7%, reduced by 120 bps on account of increased marketing investments and significant increase in raw material prices &
freight costs
• Robust cash flow with net cash position at ₹ 69 Cr in Sep’26 from (₹ 246) Cr in Sept’25, representing a cash generation of ₹ 300+ Cr
• Network Optimization: 53 underperforming stores exited; strategic expansion with 24 new locations, net closures of 29 stores since Sep’25
5 .8 %
1 0 8
Q 2F
Y 2 6
4 .3
.5 %
H 1Y
H 1Y
7.0%
6.0%
5.0%
4.0%
3.0%
2.0%
1.0%
0.0%
4,000 450 16.0%
3,500 400 14.0%
3,000 12.0%
300 11.4% 11.0%
2,500 10.0%
2,000 3,340 3,685 200 13.9% 12.7% 381 404 8.0%
1,500 6.0% 150 259 270
2,125 1,000 1,865 100 4.0%
500 50 2.0%
0 0 0.0%
Q2 Q2 H1 H1 Q2 Q2 H1 H1
FY26 FY27 FY26 FY27 FY26 FY27 FY26 FY27
Q2FY27 Performance Highlights
Net Working Capital* (₹ Cr.)
No. of Days 105
1,870
1,622
• NWC improved by 23 days, stood at 82
days in Sept’26 v/s 105 days in Sep’25,
Sept'25 Sept'26 mainly due to better collections and
inventory management
* NWC Days calculated based on Trailing Twelve Month Revenue
Unrivalled Presence & Distribution Depth
Europe
North America
Asia
Middle East India
Ethiopia
South America
Manufacturing Capacity
Mumbai
Hindupur
•Vapi, Chindwara& Jalgaon
(43 Mn sq. meters fabri
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