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 [Showing first 8,000 characters — download PDF for full document]