Raymond Limited — PPTs, 05-05-2026: Investor Presentation

Raymond Group's B2B segments delivered a strong FY26 performance. Consolidated total income rose 10% to ₹2,312 Cr, while Q4 income saw a modest 2% increase to ₹613 Cr. FY26 EBITDA remained flat at ₹335 Cr, and Q4 EBITDA declined 14% to ₹85 Cr. Net profit for FY26 grew 3% to ₹53 Cr, though Q4 net profit stood at ₹12 Cr, down 53%.

Aerospace & Defence (A&D) was a standout, with FY26 revenue up 26% to ₹392 Cr and EBITDA climbing 25% to ₹88 Cr, fueled by new products and stable OEM production. Precision Technology & Auto Components (PTAC) recorded FY26 revenue growth of 10.2% to ₹1,667 Cr and EBITDA surged 34% to ₹223 Cr, driven by improved volume and product mix.

Key growth strategies include significant capacity expansion in Andhra Pradesh, with ₹500 Cr for A&D and ₹430 Cr for PTAC over five years, aiming for commercial production by late 2027. PTAC is focusing on EV/hybrid applications and supply chain diversification. Recent developments include A&D's foray into build-to-spec with a maiden defence aerospace order and PTAC securing a new European drivetrain technology client. The company maintains a healthy net cash surplus of ₹613 Cr.