Raymond Ltd (BOM:500330)

Q4 2025 Raymond Ltd Earnings Call Transcript

May 13, 2025 / 10:30 AM GMT

Release Date Price: ₹1561.3 (-0.81%)

Transcript

Key Points

Positve

Raymond Ltd (BOM:500330) delivered a strong quarterly performance with a total income of 601 crores and an EBITDA margin of 16.4% in Q4 fiscal 2025.
The company remains net debt-free with a net cash surplus of 263 crores as of March 2025.
Successful demerger of the real estate business, positioning Raymond Reality as an independent entity with growth potential.
The real estate segment reported a 13% year-on-year growth in revenue, with a strong project pipeline and positive market response.
The aerospace business shows promising recovery signs, with production issues being resolved and a positive outlook for growth.

Negative

Export markets for the auto ancillary and engineering consumable segments remain subdued due to the European automotive market slowdown and Red Sea shipping crisis.
The Indian economy's growth rate in fiscal 2025 is slightly lower than the previous year, which could impact overall market dynamics.
Recent geopolitical dynamics and policy changes introduce uncertainty, affecting global markets and potentially impacting Raymond Ltd's strategic decisions.
The real estate market faces potential challenges with new supply and competitive intensity in the Mumbai metropolitan region.
The auto sector component segment is experiencing softness due to weaker market conditions, which may impact near-term growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RYMD.NS - Raymond Ltd
Q4 2025 Raymond Ltd Earnings Call
May 13, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Rayman Limited Q4 and F 525 earnings conference call hosted by Antique Stockbroking Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask. Questions after the presentation concludes. Should you need assistance during the conference call, please signal the operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now have the conference over to Mr.

Verma from.

Antique stockbroking.

Thank you and over to you, sir.

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Unidentified_2 [2]
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