Raymond Ltd (BOM:500330)

Q1 2026 Raymond Ltd Earnings Call Transcript

Aug 7, 2025 / 12:00 PM GMT

Release Date Price: ₹631.6 (-1.62%)

Transcript

Key Points

Positve

Raymond Ltd (BOM:500330) reported a steady quarterly performance with a total income of INR 555 crores and an EBITDA margin of 15.7% in Q1 FY26.
The aerospace and defense segment showed robust growth with a 37% year-on-year increase in revenue and a 30% increase in EBITDA.
The company signed strategic agreements with Saffron Aircraft Engines and Pratt & Whitney, expanding its footprint in the aerospace sector.
Raymond Ltd remains a debt-free business with a net cash surplus of INR 157 crores as of June 2025.
The company is well-positioned to benefit from global trends such as the penetration of EVs and hybrids, and the growth of premium OEMs in India.

Negative

The Indian auto market showed a complex picture with a slight decline in wholesale PV dispatches and modest retail sales growth.
Rising tariffs in key export markets are introducing complexities for Indian exporters, particularly in the drivetrain and structural components sectors.
The company faces potential supply chain disruptions and logistical hurdles due to a heavy monsoon season.
There is a cautious outlook for the global automotive environment with subdued sentiment in both passenger and commercial segments.
The aerospace and industrial automotive businesses are affected by geopolitical tensions and tariff negotiations, particularly with the US.

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

RYMD.NS - Raymond Ltd
Q1 2026 Raymond Ltd Earnings Call
Aug 07, 2025 / 12:00PM 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 Raymond Limited Q1FI 26 earnings conference call hosted by Anti 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 an operator by pressing 00 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Sanjeev Zarwari from Antic Stockbroking.

Thank you and over to you, sir.

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Unidentified_2 [2]
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