Raymond Lifestyle Ltd (NSE:RAYMONDLSL)

Q2 2026 Raymond Lifestyle Ltd Earnings Call Transcript

Oct 29, 2025 / 11:30 AM GMT

Release Date Price: ₹1213.3 (+0.81%)

Transcript

Key Points

Positve

Raymond Lifestyle Ltd (BOM:544240) reported an 8% year-on-year revenue growth in Q2 FY26, driven by strong domestic performance in branded textiles and apparel.
The company achieved an EBITDA margin of 13.9% in Q2 FY26, reflecting operational efficiency and improved product mix.
The Indian economy's projected growth of 6.8% GDP for fiscal 26, along with GST rationalization and income tax reforms, is expected to create a favorable environment for business growth.
The India-UK free trade agreement is anticipated to provide zero-duty access for Indian textile exports, potentially fueling long-term growth.
Raymond Lifestyle Ltd (BOM:544240) is strategically aligning to leverage domestic demand and policy changes, ensuring agility amid global volatility.

Negative

The company's export operations faced challenges due to US tariff actions, impacting international revenue and margins.
Branded apparel segment margins declined due to increased marketing spend and costs associated with new store openings.
The garmenting export segment experienced a margin drop from 9.6% to 5.3% in Q2 FY26, affected by US tariffs.
The ethnic store expansion strategy faced setbacks, with several underperforming stores closed, impacting growth expectations.
Net working capital days increased to 105 days in September 2025, up from 97 days in September 2024, due to inventory buildup.

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

RAYL.NS - Raymond Lifestyle Ltd
Q2 2026 Raymond Lifestyle Ltd Earnings Call
Oct 29, 2025 / 11:30AM 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 Lifestyle Limited Q2 FY26 and H1F526 earnings conference call hosted by Antique Stockbroking Limited.

As a reminder, all participant clients 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, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Abhijit Kundu from Antique Stockbroking Limited.

Thank you and over to you, sir.

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