Raymond Lifestyle Ltd
Raymond Lifestyle Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Branded textile segment is expected to continue volume-led growth with good booking for winter and summer seasons; observed 8%-10% bookings recently. The branded apparel segment is in a strong build phase with margin expansion expected in 2-3 quarters, aiming for early double-digit margins as scale reaches INR 2,300-2,500 crores annually (expected in 2-2.5 years).
From Raymond Lifestyle Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Branded textile segment is expected to continue volume-led growth with good booking for winter and summer seasons; observed 8%-10% bookings recently.
- Domestic business shows strong double-digit growth driven by improved demand, income tax cuts, and GST reduction, supporting volume growth especially in Tier-2/3 cities.
- Export to UK (~INR150 crores currently) has potential to double in 2-2.5 years post-FTA enactment.
- Branded apparel revenue is growing; near INR500 crores quarterly with a target INR2,300-2,500 crores yearly run rate expected in 2-2.5 years.
- Ethnix portfolio growth is moderate; focus on selective store expansion combined with distribution via TRS/MBO channels for better scalability.
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Profitability & Margins
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Capital Expenditure Plans
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Top-ranked in Textiles & Apparels
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Exports orderbook is influenced by global demand and duty structures, especially in the US and Europe.
- Customers have started shifting some orders away due to tariff concerns but are likely to return once favorable regimes resume.
- Lead times for woven fabrics are longer; orders typically planned two quarters in advance.
- Some US customers are accelerating deliveries and taking material from ex-stocks in anticipation of demand.
- Overall, there is good booking visibility and a positive trade response for the coming season.
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Raymond Lifestyle Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.8K Cr, net loss ₹52 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 Q2 FY26 results?
Branded textile segment is expected to continue volume-led growth with good booking for winter and summer seasons; observed 8%-10% bookings recently. The branded apparel segment is in a strong build phase with margin expansion expected in 2-3 quarters, aiming for early double-digit margins as scale reaches INR 2,300-2,500 crores annually (expected in 2-2.5 years).
What is Raymond Lifestyle Ltd share price analysis?
Raymond Lifestyle Ltd currently shows a neutral. The stock trades at a P/E of 23.4 with a market cap of ₹3,498 Cr. Investors should review the full earnings analysis for detailed insights.
Is Raymond Lifestyle Ltd planning capital expenditure?
The transcript provided from Raymond Lifestyle Limited's October 29, 2025 call does not directly mention any specific current or future capex, capital investment, or strategic investment plans.
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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.