Q4 2025 Raymond Ltd Earnings Call Transcript
Key Points
- Raymond Ltd (BOM:500330) reported a strong quarterly performance with a total income of ₹601 crore and an EBITDA of ₹99 crore, achieving a margin of 16.4% in Q4 FY25.
- The company successfully demerged its real estate business, positioning Raymond Realty as an independent entity, which is expected to pursue its growth trajectory.
- Raymond Ltd remains a net debt-free business with a net cash surplus of ₹263 crore as of March 2025.
- The real estate segment reported a 13% year-on-year growth in revenue, reaching ₹766 crore in Q4 FY25, with an EBITDA margin of 25.3%.
- The aerospace business is showing promising signs of recovery, with anticipated growth momentum following the resolution of production issues faced by major aircraft manufacturers.
- Export markets for the auto ancillary and engineering consumable segments remain subdued due to the ongoing slowdown in the European automotive market and disruptions caused by the Red Sea shipping crisis.
- The Indian economy's growth rate in Fiscal 2025 was slightly lower than the previous year, which could impact overall market dynamics.
- Recent policy changes have introduced uncertainty impacting markets worldwide, posing challenges for strategic decision-making.
- The auto sector component segment is experiencing recent softness due to weaker market conditions, which may impact near-term growth.
- The real estate market faces potential delays in project launches due to approval processes and legal constraints, particularly in the Mumbai metropolitan region.
Ladies and gentlemen, good day and welcome to the Raymond Limited Q4 FY25 Earnings Conference Call hosted by Antique Stock Broking Limited.
(Operator Instructions)
I now hand the conference over to Mr. Biplab Debbarma from Antique Stock Broking. Thank you, and over to you, sir.
Thank you. On behalf of Antique Stock Broking, I would like to welcome all the participants in the Q4 FY25 and FY25 Conference Call of Raymond Limited.
Today we have with us some senior management of Raymond, Mr. S L Pokharna, President, Corporate Commercial, and then Mr. Amit Agarwal Group CFO. Mr. Harmohan Sahni, Executive Director and CEO of Realty Business. Mr. Gautam Maini and the engineering business, Mr. Jatin Khanna, Head of Corporate Development, and Mr. Sunny Desa, Head Investor Relations.
Without taking further time, I would like to hand over the call to Mr. Amit Agarwal. Over to you, Amit.
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