Raymond Ltd
Raymond Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
4 of 5 strong
The short version
Aerospace business targets a healthy 25% organic order intake growth annually over the next 3-4 years. Aerospace business targets a healthy ~25% annual order intake growth, with performance exceeding this in Q1 FY27.
From Raymond Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- Aerospace business targets a healthy 25% organic order intake growth annually over the next 3-4 years.
- Current aerospace growth rate is about 40%, significantly higher than the consolidated middle-teens growth.
- Combined Tools, Hardware, and aftermarket business expected to leverage synergies for accelerated growth and margin expansion.
- New Andhra facility starting in FY28 with a gradual ramp-up following 6 months of approvals.
- Aerospace segment revenue share (currently ~20%) anticipated to grow marginally due to higher growth rates.
- The company aims to diversify customer concentration, expanding from top 3-4 customers to 8-10 high-value clients.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Raymond Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Raymond Limited has a 5-year capex plan totaling INR 1,000 crores.
- INR 510 crores allocated for aerospace and INR 430 crores for auto components.
- Andhra Pradesh greenfield facility at Gudipalli near Bangalore Airport is on track for commercial production targeted in late 2027.
- An advanced training and production facility is being set up ahead of schedule near the greenfield site for rapid post-launch scaling.
- The company remains net debt-free with a cash surplus of INR 129 crores as of June 2026, providing financial flexibility for organic and inorganic growth.
- Plans for inorganic growth including mergers and acquisitions are ongoing, with evaluations across aerospace, auto components, and defense sectors.
2 more points management made on capital expenditure plans
Top-ranked in Industrial Manufacturing
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
See what Raymond Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book (10-year horizon): INR 5,960 crores (up from INR 2,350 crores last year for 5 years).
- 5-year order book subset: INR 2,765 crores (17% sequential quarter-over-quarter growth).
- Order book relates only to existing facilities; new capacity orders are not included yet.
- The existing facility is nearly fully utilized with potential for some additional revenue.
- RFQ (Request for Quotation) pipeline in aerospace stands at INR 1,632 crores, representing live, active potential orders.
- Company sees daily growth in RFQs, new product development, and scale-up.
- The order intake growth target is approximately 25% annually over the next 3-4 years.
2 more points management made on order book & pipeline
Raymond Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹603 Cr, net profit ₹12 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Raymond's management said in earlier quarters
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Frequently Asked Questions
What were Raymond Ltd Q1 FY27 results?
Aerospace business targets a healthy 25% organic order intake growth annually over the next 3-4 years. Aerospace business targets a healthy ~25% annual order intake growth, with performance exceeding this in Q1 FY27.
What is Raymond Ltd share price analysis?
Raymond Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 25.5 with a market cap of ₹4,282 Cr. Investors should review the full earnings analysis for detailed insights.
Is Raymond Ltd planning capital expenditure?
Raymond Limited has a 5-year capex plan totaling INR 1,000 crores.
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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.