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

Raymond Lifestyle reported a solid Q3 FY26, with total income rising 5% year-on-year to ₹1,883 Cr. and PBT surging 36% to ₹118 Cr. The Branded Textile segment was a standout, growing revenue 11% with a 35% EBITDA boost, fueled by strong festive and wedding season demand. Branded Apparel also saw 5% revenue growth. However, the Garmenting business faced a 17% revenue decline due to US tariff uncertainties.

Strategically, the company is expanding its retail footprint, now at 1,675 stores, and driving growth in new categories like ethnic wear and sleepwear. Recent developments include several new product launches across suiting, shirting, and apparel.

Key metrics for Q3 FY26 include EBITDA of ₹271 Cr. (+23% YoY, 14.4% margin) and a low Net Debt of ₹15 Cr. Management is optimistic about domestic demand, expecting strong volume growth in Branded Textiles. They plan increased marketing, market diversification for Garmenting (e.g., UK), and a focus on profitability and calibrated store expansion.