Raymond Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Raymond Limited reported Q4 FY26 revenue of INR613 Cr (up 2% YoY) and EBITDA of INR85 Cr (13.9% margin). For FY26, revenue increased 10% to INR2,312 Cr, with EBITDA at INR335 Cr (14.5% margin), pressured by reduced non-operating income post-demerger. Aerospace business saw strong FY26 revenue growth of 26% to INR392 Cr, backed by a INR2,350 Cr order book. Management aims for 25% annual growth, allocating INR930 Cr for a 5-year capital expenditure, including a new Andhra plant by late FY28. The company maintains a debt-free status with INR68 Cr net cash, emphasizing value chain integration and export expansion.