Raymond Limited — Investor Meet, 14-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Raymond's Q1 FY27 saw solid growth. Total Income rose 13% to ₹628 Cr, EBITDA grew 14% to ₹100 Cr (15.9% margin). Aerospace & Defence revenue jumped 40% to ₹123 Cr, even with R&D spend. Precision Tech revenue increased 11% to ₹444 Cr, with margins expanding to 13.8%. The company is net cash positive at ₹129 Cr.

Management is highly optimistic, citing a favorable global trade environment. Aerospace has a strong ₹5,960 Cr 10-year order book. A new auto aftermarket line launches in Q2 FY27, and the Andhra greenfield facility is on track for late 2027. Strategic focus includes capacity expansion, new products, and leveraging 'China Plus One' tailwinds, along with exploring inorganic growth. Sentiment: Confident in sustained momentum.