Raymond Lifestyle Limited — Investor Meet, 13-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Raymond Lifestyle reported Q1 FY26 total income of Rs 1,475 Cr (+18% YoY) and EBITDA of Rs 122 Cr (+36% YoY, 8.2% margin), driven by volume growth in Branded Textile (+27%) and Apparel (+22%). The Garmenting segment was impacted by US tariffs, though the company is exploring UK FTA opportunities. Management expects FY26 to be a strong recovery year with better full-year margins, attributing success to strategic pricing, product innovation (like new shirting lines), and retail network optimization. They are cautiously optimistic about improved consumer sentiment, focusing on leveraging brand strength to gain market share.