Raymond Ltd
Raymond Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
4 of 5 strong
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 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 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 management made on capital expenditure plans
Fundraising & Capital Structure
See what Raymond Ltd said on fundraising & capital structure — free account, 30 seconds.
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 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 Ltd's management said in earlier quarters
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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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.