BSECompany Update7 Aug 2026 · 7 Aug 2026, 04:47 pm
Please find attached intimation under Regulation 30 of Listing Regulations.
Raymond Ltd · 500330
✦ AI Summary▲ PositiveResults
Raymond Ltd has announced its Q1FY27 results, with a total income of ₹555 Cr, EBITDA of ₹87 Cr, and an EBITDA margin of 15.7%. The company has also announced a strategic expansion and market diversification plan, including a greenfield project in Andhra Pradesh and entry into the automotive aftermarket.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment8/10
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Raymond Ltd - 500330 - Announcement under Regulation 30 (LODR)-Investor Presentation
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RL/SE/26-27/47
August 07, 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 dited Financial Results
for the First Quarter ended June 30, 2026.
Unau
The meeting of the Board of Directors commenced at 02:00 p.m. and concluded at 03:50 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
Q1FY27
RESULTS
PRESENTATION
AUGUST 07,2026
Table of Contents
01 Overview 3-7
02 Consolidated Highlights 8-12
03 Aerospace & Defence Business 13-21
04 Precision Technology & Auto Components Business 22-29
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 Raymond Realty 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 Tech:
● 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.
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 ● 16state-of-the-art manufacturing facilities ● 8,000+SKUs in Precision Tech & Auto
●● AAeerroossppaaccee & & D Defeefnecnec |e Tools & Hardware ● 1,800+ advanced machines | 5,250+ ● 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
Discipline
● Active footprint across 90+ countries ● ₹5,960+ Cr aerospace order book (10-yr
● 100+large global customers | 25+ horizon)
● ₹2,312 Cr total income | ₹335 Cr EBITDA
aerospace clients ● Long-cycle programs with minimal
(FY26)
● 20+year relationships with Tier-1 customer churn
● ₹68 Cr net cash surplus (FY26)
aerospace OEMs ● Robust pipeline of RFQs and active
● ~₹1,000 Cr committed capacity investment
engagements
Global Execution Footprint
MANUFACTURING FACILITIES
16 Across Andhra, Karnataka,
Maharashtra & Gujarat
11 GLOBAL WAREHOUSES
6 Europe, 3 USA, 1 Canada & 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%
Near-plant 3PL warehousing hubs in Europe and North America enable just-in-time delivery directly to Tier-1 assembly
lines of Boeing, Airbus, Safran, and Pratt & Whitney, protecting against supply chain disruptions.
Strategic Expansion & Market Diversification
INFRASTRUCTURE & CAPACITY B2C BRAND LEVERAGE
Andhra Pradesh Greenfield Facility 70-Year JK Files Legacy
The state-of-the-art greenfield project is Leveraging over seven decades of trusted brand
progressing strictly on schedule to expand overall equity and customer relationships to expand into
production capability. adjacent product categories and new distribution
channels.
Timeline & Readiness
Automotive Aftermarket
Commercial production is expected to begin by
mid-next year, significantly raising technical Entering the automotive aftermarket by leveraging
capabilities. our established brand, distribution network, and
cross-channel market presence.
Governance & Leadership
Financial Model
Comprehensive upgrade of leadership, governance,
and organizational capabilities to consistently drive Built on a capital-efficient model that leverages
stakeholder value. existing manufacturing capabilities, distribution
strengths, and diversified revenue streams.
Section 02
Consolidated
Highlights
Financial Performance
Performance Snapshot
₹ 628 Cr. ₹ 100 Cr. ₹ 42 Cr.
₹ 129 Cr.
15.9% 6.6%
YoY: 13.1%
YoY: 14.3% YoY: 38%
₹ 123 Cr. ₹ 26 Cr. ₹ 444 Cr. ₹ 61 Cr.
21.2% 13.8%
YoY: 40.4% YoY: 11.5%
YoY: 25.4% YoY: 45.5%
Consolidated Performance Trends
TOTAL INCOME (₹ Cr.) EBITDA & EBITDA Margin (₹ Cr.)
Y-o-Y Growth Y-o-Y Growth
13.1% 14.3%
Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27
Profit & Loss Statement
Consolidated Performance
Revenue from operations 606 603 524
Other income 22 10 31
Total Income 628 613 555 13%
Expenses 528 527 468
EBITDA 100 85 87 14%
EBITDA Margin % 15.9% 13.9% 15.7%
Depreciation 38 37 39
Interest Expense 20 23 19
PBT before exceptions 42 25 30 38%
PBT margin % 6.7% 4.1% 5.4%
Exceptional Items 0 (20) 0
Taxes (10) 8 (8)
Associate / JV / Minority 0 (1) (2)
Net Profit 31 12 21 50%
Segmental Breakup
Q1FY27 Segmental Performance
Q1 FY27 Q1 FY26 YoY Q1 FY27 Q1 FY26 YoY Q1 FY27 Q1 FY26
Precision Technology & Auto Components 444 398 11% 61 42 46% 13.8% 10.6%
Aerospace & Defense 123 87 40% 26 21 25% 21.2% 23.7%
Others 61 70 12 24
Total 628 555 13% 100 87 14% 15.9% 15.7%
Note1: Precision Technology & Auto Componentsrepresents JK Maini Precision Technology Ltd. which includes T&H division, RPAL and Auto division of erstwhile Maini Precision.
Note2: Aerospace & Defencerepresents JK Maini Global Aerospace Ltd. which includes Aerospace & Defencedivision of erstwhile Maini Precision. 12
Note3: Others(includes unallocated expenses, elimination & other income)
Section 03
Aerospace &
Defence Business
Segment Performance
Aerospace Macro Tailwinds
Dominating the Indian Aerospace Market
As the leading exporter of highly critical Aero engine components
Expertise in Precision
1,300+ 350+ 25+ 2 Decades
Manufacturing for the
Relationship with Top Aero
Precision Aero Engine Parts of Latest Global Aero Components
OEMs and Tier 1 Suppliers
Aerospace Sector Parts Developed LEAP Engines Variants Manufacturing Clients
Preferred Supplier Mission Critical Supply Experienced Leadership Senior
To top 3 Global Aircraft Engine High precision components to Global Management with 30+ years of
1 2 3
Highlights Manufacturers holding OEMs and Tier 1 suppliers in Aerospace & Industry Expertise.
88% market share. Defense industry.
Certifications
Segment Financials
At the Core of Global Commercial Aviation
Operating through JK Maini Global Aerospace Ltd., we
manufacture high-complexity, mission-critical components
operating inside extreme thermal and pressure environments.
123 87 40% 26 21 25% 21.2% 23.7%
Operational Highlights:
• Revenue Growth
Q1FY27 witnessed a robust growth of 40% vs PY. This growth was
largely driven significant capacity expansion, unlocking higher
revenue realization across core Aerospace OEM and Tier-1 programs
• Margins compression (tem
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