Raymond Limited — PPTs, 27-01-2026: Investor Presentation

**1. Business Performance:** Raymond's Q3FY26 results show robust growth, with Total Income climbing 18% YoY to 580 Cr. Net Profit surged 78% to 7 Cr, and PBT jumped 102% to 24 Cr. For the nine-month period (9MFY26), Total Income rose 13% to 1,699 Cr, and Net Profit increased 51% to 42 Cr. Both Aerospace & Defense (+49% Q3 revenue) and Precision Technology & Auto Components (+15% Q3 revenue) were key growth drivers. The company maintains a Net Cash Surplus of 580 Cr.

**2. Growth Drivers or Strategy:** Raymond is strategically focused on high-value expansion in sectors with significant entry barriers, benefiting from 'China + 1' sourcing and 'Make in India for the World' initiatives. Key areas include clean powertrains, EV & hybrid components, and advanced hydraulics for diverse industrial applications.

**3. Recent Developments:** JKMPTL, the Precision Technology & Auto Components arm, received a 'Long Standing Collaboration Excellence' award from a major Auto Tier-1 and established a new distribution channel in Southeast Asia. JKMGAL, the Aerospace & Defense unit, earned a 'Best Kaizen' award and achieved its highest-ever aerospace production levels, with successful ramp-up of new products for an engine OEM.

**4. Management Commentary / Outlook:** Chairman Gautam Hari Singhania highlighted record sales performance across core engineering businesses. The company's priority is to scale these operations to capture emerging global demand, enhance shareholder returns, and capitalize on continued momentum from EV, hybrid, and motion control segments.