Raymond Ltd (BOM:500330)

Q3 2026 Raymond Ltd Earnings Call Transcript

Jan 27, 2026 / 10:30 AM GMT

Release Date Price: ₹386.95 (+4.69%)

Transcript

Key Points

Positve

Raymond Ltd (BOM:500330) reported a robust quarterly performance with a total income of 580 crores, reflecting an 18% increase compared to the same quarter of the previous year.
The aerospace and defense business segment reported a revenue of 105 crores, indicating a 48.9% year-on-year growth.
The precision technology and automotive components segment reported a revenue of 417 crores, up 14.9% year-on-year, with an EBITDA margin improvement to 13.7%.
Raymond Ltd remains a debt-free business with a net cash surplus of 214 crores as of December 2025.
The company is actively expanding its manufacturing footprint and investing in advanced machinery to meet rising international demand, particularly in the aerospace and defense sectors.

Negative

EBITDA margins faced temporary pressure due to a reduction in non-operating income.
The near-term outlook is influenced by external macroeconomic factors, specifically global trade pressures stemming from US tariffs.
There are logistical complexities and temporary scheduling delays across the industry due to geopolitical tensions.
The company is experiencing inflationary pressures in key materials like Inconel.
The business performance tends to be volatile in the ever-changing environment, and the company is still in the buildout phase before considering value unlocking through separate listings.

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

RYMD.NS - Raymond Ltd
Q3 2026 Raymond Ltd Earnings Call
Jan 27, 2026 / 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 Raymond Limited Q3 FY26 earnings conference call hosted by Anandwati Shah and Stock Brokers Limited.

As a reminder, all participant lines will be in the listener mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Manish Vennicha from Anandwati Share and Stockbrokers Limited.

Thank you and over to you.

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