Raymond Limited Q4 FY26 Earnings Call Transcript Released
Raymond Limited's Q4 FY26 results conference call transcript is available. The company reported FY26 revenue of ₹2,312 crore. Consolidated income for Q4 FY26 was ₹613 crore. The company plans a ₹930 crore capex over 5 years for Aerospace and Auto Components. A new facility in Andhra Pradesh is slated for late FY28.
This is a transcript of a previously held conference call. The information contained within has already been disclosed through the earnings release and conference call itself. Therefore, the release of the transcript has a minimal incremental impact.
The announcement is a transcript release of a past event (earnings call). While the content discusses financial performance and future plans, the release itself is a routine disclosure and does not introduce new material positive or negative information.
Raymond Limited has released the transcript of its conference call held on May 5, 2026, concerning the financial results for the quarter and full year ended March 31, 2026. The call featured Group CFO Rakesh Tiwary, MD of Engineering Business Gautam Maini, and other senior management.
During the call, management discussed the macroeconomic landscape, highlighting India's robust real GDP expansion of 7.6% in FY26, despite moderating manufacturing PMI in March due to energy shocks and rising input costs. The automotive industry reached a historic milestone with domestic passenger vehicle sales hitting 4.64 million units, a 7.9% year-on-year increase. The aviation sector also showed momentum, with India's sourcing tripling to $1.5 billion annually.
Raymond Limited reported a consolidated total income of ₹613 crore for Q4 FY26, a 2% increase year-on-year, with EBITDA at ₹85 crore and an EBITDA margin of 13.9%. For the full year FY26, total income stood at ₹2,312 crore, a 10% growth, while EBITDA was flat at ₹335 crore, with an EBITDA margin of 14.5%. The company is undertaking a transformative ₹930 crore capital expenditure program over the next 5 years, with ₹500 crore for Aerospace and ₹430 crore for Precision Technology & Auto Components.
The Aerospace & Defense business reported Q4 FY26 revenue of ₹119 crore (up 11% YoY) and EBITDA of ₹30 crore. For FY26, revenue grew 26% YoY to ₹392 crore, with EBITDA at ₹88 crore and a margin of 22.3%. The Precision Technology & Auto Components segment reported Q4 FY26 revenue of ₹442 crore (up 5% YoY) and EBITDA of ₹67 crore, with an EBITDA margin of 15.2%. For FY26, revenue was ₹1,667 crore (up 10% YoY), and EBITDA was ₹223 crore with a margin of 13.4%. The company aims to scale exports and reinforce its position as a global manufacturing hub, with a focus on moving up the value chain and expanding into new geographies and industrial sectors. The new facility in Andhra Pradesh is expected to commence commercial production towards the end of FY28.
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Raymond Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it low impact, the band that almost never moves a portfolio on its own.
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