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Raymond Lifestyle Ltd

Q1 FY26Textiles & Apparels

Raymond Lifestyle Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹727
Market cap₹4.6K Cr
P/E30.8
Updated23 Aug 2026
Read5 min read

The short version

Improvement in external factors compared to last year, though cautiously optimistic about customer buying behavior. Revenue growth expected supported by strong recovery in Branded Textile and Apparel segments driven by volume growth and improved product mix. - EBITDA growth robust with 36% YoY increase in Q1 FY26, driven by scale leverage and operational efficiencies. - Branded Textile segment shows doubled EBITDA with 14.3% margin, indicating strong profitability improvement. - Apparel segment delivering 22% revenue growth and 5% EBITDA margin, supported by marketing and broadened product offerings. - Working capital elevated due to inventory buildup for upcoming festive/wedding seasons, indicating preparation for peak sales. - Garmenting segment impacted by US tariffs, loss expected to continue short term; realignment expected with India-UK FTA benefits long-term. - Slow and steady profitable growth planned for Ethnix segment over 4-5 years; break-even not imminent. - Overall outlook positive with focus on market share gains, product innovation, and dealer restocking. - CAPEX around Rs.

From Raymond Lifestyle Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Improvement in external factors compared to last year, though cautiously optimistic about customer buying behavior.
  • Significant volume growth expected in branded textile and apparel segments due to product innovation and market-focused strategies.
  • Strong forward bookings for Autumn-Winter 2026 season indicate robust demand.
  • MBO volume grew by 50%, driven by regaining shelf space from imported products.
  • Focus on expanding casual wear range to cater to regional preferences, aiding inventory optimization.
  • Increased B2B and institutional demand in fabric and shirting segments expected to continue.
  • Graduation from scale de-leverage to scale leverage anticipated, improving profitability alongside volume growth.
  • Recent India-UK FTA expected to open new export opportunities in garmenting over 12-15 months.

2 more points from Raymond Lifestyle Ltd's call on revenue

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Profitability & Margins

See what Raymond Lifestyle Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • FY26 CAPEX planned between Rs. 175 to 200 crores.
  • Approximately 55%-60% of this CAPEX is maintenance expenditure.
  • Around Rs. 40-45 crores allocated to garmenting segment for expansion, particularly ongoing expansion in Andhra Pradesh.
  • Remaining CAPEX focused on IT upgrades, including ERP system enhancements.

2 more points from Raymond Lifestyle Ltd's call on capex

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Top-ranked in Textiles & Apparels

Ranked on what management guided this quarter

Guidance-ranked
1Virat Industries
Rev 1Mar 1
2Purple United
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Raymond Lifestyle Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • Raymond’s garmenting business is seeing a higher order book and is expected to return to growth.
  • The delay in tariff increase to August 27th and ongoing negotiations between India and the US are positive signs.
  • Two large customers have recently started considering Raymond's facilities for orders, reflecting growing interest.
  • The order realization cycle is expected to be 8-10 months for new UK-based clients post-FTA, with volume ramp-up over 12-15 months.

2 more points from Raymond Lifestyle Ltd's call on order book

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Raymond Lifestyle Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹2.1K Cr, net profit ₹68 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Raymond Lifestyle Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Raymond Lifestyle Ltd Q1 FY26 results?

Improvement in external factors compared to last year, though cautiously optimistic about customer buying behavior. Revenue growth expected supported by strong recovery in Branded Textile and Apparel segments driven by volume growth and improved product mix. - EBITDA growth robust with 36% YoY increase in Q1 FY26, driven by scale leverage and operational efficiencies. - Branded Textile segment shows doubled EBITDA with 14.3% margin, indicating strong profitability improvement. - Apparel segment delivering 22% revenue growth and 5% EBITDA margin, supported by marketing and broadened product offerings. - Working capital elevated due to inventory buildup for upcoming festive/wedding seasons, indicating preparation for peak sales. - Garmenting segment impacted by US tariffs, loss expected to continue short term; realignment expected with India-UK FTA benefits long-term. - Slow and steady profitable growth planned for Ethnix segment over 4-5 years; break-even not imminent. - Overall outlook positive with focus on market share gains, product innovation, and dealer restocking. - CAPEX around Rs.

What is Raymond Lifestyle Ltd share price analysis?

Raymond Lifestyle Ltd currently shows a neutral. The stock trades at a P/E of 30.8 with a market cap of ₹4,590 Cr. Investors should review the full earnings analysis for detailed insights.

Is Raymond Lifestyle Ltd planning capital expenditure?

FY26 CAPEX planned between Rs.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.