Raymond Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹603Cr
- +8.3% YoY
- +8.3% QoQ
- Net profit
- ₹12Cr
- −91.2% YoY
- +71.4% QoQ
- Margin
- 12%
- +4 pp YoY
- +1 pp QoQ
Raymond Ltd Q4 FY26 key numbers
- Revenue
- Capex of about INR100 crores per business per year planned for FY27 and FY28 to expand capacity.
As stated in Raymond Ltd's Q4 FY26 earnings call transcript · published 28 Jun 2026. Reported figures, not investment advice.
The short version
Targeting consistent growth with approximately 25% year-on-year increase in Aerospace & Defense segment. Raymond Limited aims for consistent growth, maintaining historical growth rates in revenues and margins (Page 13). - Aerospace & Defense segment targeting ~25% year-on-year revenue growth, supported by capacity expansions and new Andhra facility (Pages 7, 12). - Precision Technology & Auto Components segment shows 10%+ growth with margin improvements due to operational efficiencies (Page 5). - Margin expansion driven by cost synergies, SAP implementation, and scale economies expected to sustain (Page 9). - The company plans a INR930 crore capex over 5 years focused on aerospace and precision technology to support growth (Page 5). - Strong order book and pipeline of products under development underpin near to medium-term earnings visibility (Pages 5, 13). - Parent company liquidity and internal accruals sufficient to fund capex without diluting equity; organic growth supported by strong cash flows (Page 15). - Continuous ramp-up of new products (approx.
From Raymond Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting consistent growth with approximately 25% year-on-year increase in Aerospace & Defense segment.
- Existing facilities planned to support 25% growth for next year; new Andhra Pradesh plant to contribute growth beyond FY28.
- Andhra plant commercial production expected in late 2027 (calendar year FY27), with revenue contributions starting gradually.
- Capex of about INR100 crores per business per year planned for FY27 and FY28 to expand capacity.
- Continuous new product development with around 250-350 new components added annually, supporting volume ramp-up.
- Hybrid vehicle component demand growing strongly; EV market growing but gradually.
2 more points from Raymond Ltd's call on revenue
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Profitability & Margins
Raymond Limited aims for consistent growth, maintaining historical growth rates in revenues and margins…
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Capital Expenditure Plans
- Raymond Limited plans to spend approximately INR 200 crores per year on capex for FY27 and FY28, split equally (~INR100 crores each) to build capacities in Aerospace and Automotive segments.
- Over 5 years, the company anticipates spending around INR 1,000 crores across its businesses.
- Capex funding will come from internal accruals and debt; no immediate need to raise capital from the parent company for organic growth.
- The new greenfield facility in Andhra Pradesh is expected to begin commercial production in late 2027 (second half of FY28), with significant emphasis on it as a “clean slate” for strategic growth.
2 more points from Raymond Ltd's call on capex
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Fundraising & Capital Structure
The company plans to fund its capex primarily through internal accruals and debt; no immediate equity…
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Order Book & Pipeline
- Current aerospace order book is approximately INR 2,350 crores over 5 years, translating to around INR 460 crores per year.
- The order book is dynamic, increasing monthly or quarterly as new products get added; orders correspond to products already made, not upcoming ones.
- Growth is planned at about 25% year-on-year, accommodated by existing capacity till the new greenfield plant in Andhra Pradesh is operational (end of FY27 calendar year).
- The company has capacity to sustain 25% growth in the current facility before Andhra plant contribution starts.
- Continuous addition of around 200-250 new components yearly helps grow the order book further.
2 more points from Raymond Ltd's call on order book
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What the Q4 FY26 call signalled
4 of 5 strong
Raymond Ltd — Quarterly revenue & net profit
Raymond Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 603 | 557 | +8.3% | 557 | +8.3% |
| Operating profit (EBITDA) | 74 | 44 | +68.2% | 60 | +23.3% |
| Operating margin | 12% | 8% | +4 pp | 11% | +1 pp |
| Profit before tax | 4 | 146 | -97.3% | 10 | -60% |
| Net profit (PAT) | 12 | 137 | -91.2% | 7 | +71.4% |
| EPS (₹) | 0.17 | 19.93 | -99.1% | 0.54 | -68.5% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹655 Cr, net profit ₹32 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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This quarter's potential multibaggers
on management's own guidance
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- Strong growth1
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Raymond Ltd Q4 FY26 results?
Targeting consistent growth with approximately 25% year-on-year increase in Aerospace & Defense segment. Raymond Limited aims for consistent growth, maintaining historical growth rates in revenues and margins (Page 13). - Aerospace & Defense segment targeting ~25% year-on-year revenue growth, supported by capacity expansions and new Andhra facility (Pages 7, 12). - Precision Technology & Auto Components segment shows 10%+ growth with margin improvements due to operational efficiencies (Page 5). - Margin expansion driven by cost synergies, SAP implementation, and scale economies expected to sustain (Page 9). - The company plans a INR930 crore capex over 5 years focused on aerospace and precision technology to support growth (Page 5). - Strong order book and pipeline of products under development underpin near to medium-term earnings visibility (Pages 5, 13). - Parent company liquidity and internal accruals sufficient to fund capex without diluting equity; organic growth supported by strong cash flows (Page 15). - Continuous ramp-up of new products (approx.
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 0.8 with a market cap of ₹4,190 Cr. Investors should review the full earnings analysis for detailed insights.
Is Raymond Ltd planning capital expenditure?
Raymond Limited plans to spend approximately INR 200 crores per year on capex for FY27 and FY28, split equally (~INR100 crores each) to build capacities in Aerospace and Automotive segments.
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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.