Raymond Lifestyle Q4 FY26 Earnings Call Transcript Released
Raymond Lifestyle Limited reported FY26 total income of ₹7,034 crore (11% YoY growth) and EBITDA of ₹804 crore (23% YoY growth). Q4 FY26 saw total income at ₹1,810 crore (15% YoY growth) and EBITDA at ₹152 crore (53% YoY growth). The company is debt-free with ₹179 crore net cash surplus. For FY27, plans include adding 100 gross EBO stores.
The announcement provides detailed financial results for the full year and the quarter, along with forward-looking strategies and leadership updates. This comprehensive information is material for investors and stakeholders, impacting investment decisions and market perception.
The company reported strong financial results for FY26 and Q4 FY26, with significant year-on-year growth in revenue and EBITDA. The debt-free status, net cash surplus, and improved working capital further contribute to a positive sentiment. The outlook for FY27, despite being a consolidation year, includes strategic growth initiatives.
Raymond Lifestyle Limited has released the transcript of its conference call held on May 7, 2026, concerning the financial results for the quarter and financial year ended March 31, 2026. The call featured insights from Group CFO Rakesh Tiwary, CEO Satyaki Ghosh, and CFO E.C. Prasad.
During the call, CEO Satyaki Ghosh highlighted a strong performance for FY26, with total income reaching ₹7,034 crores, an 11% year-on-year growth, and EBITDA rising to ₹804 crores, a 23% increase, resulting in an 11.4% EBITDA margin. The company maintained a debt-free status with a net cash surplus of ₹179 crores and improved net working capital by 10 days to 77 days. The Q4 FY26 performance was also robust, with total income at ₹1,810 crores (15% YoY growth) and EBITDA at ₹152 crores (53% increase), with EBITDA margin improving to 8.4%.
The Branded Textile segment revenue grew 14% to ₹831 crores in Q4, with EBITDA increasing by 126% to ₹115 crores. The Branded Apparel segment, which includes emerging businesses, reported revenue of ₹469 crores in Q4 with a 20% YoY growth. The core apparel brands (Park Avenue, ColorPlus, Raymond Ready-to-Wear, and Parx) generated ₹1,667 crores with a 7.8% EBITDA margin. The Garmenting business saw significant growth, with revenue at ₹342 crores (38% YoY) and EBITDA at ₹14 crores, a turnaround from a negative EBITDA in the previous year.
Looking ahead to FY27, termed the 'Year of Consolidation', the company plans to add approximately 100 EBO stores gross, with a net increase of 30-40 stores. Strategic priorities include premiumization across all segments, casualization, and expanding market reach through MBOs and LFS counters. The company is also investing in digital transformation, with S/4HANA implementation in the textile and home business. Leadership transitions were noted, with Rakesh Tiwary as Group CFO, E.C. Prasad as Lifestyle CFO, Satyaki Ghosh as CEO, and Kalpana Singh as CMO, aiming to accelerate growth and drive operational efficiencies.
The company also discussed its ESG roadmap, targeting a 25% renewable energy share by 2030 and a 15% reduction in Scope 1 and 2 emissions by 2030. Management addressed questions regarding gross and EBITDA margins, employee costs, store opening strategies, and the performance of emerging businesses, emphasizing sustainable growth and profitability.
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