Raymond Realty Limited · NSE:RAYMONDREL
Raymond Realty — Investor Presentation (December 2025)
22 slides from Raymond Realty's investor presentation, Dec 11, 2025
Slide 1: Presentation
PRESENTATION December 11, 2025
Slide 2: Table of Contents
TABLE OF CONTENTS 1 Introduction 3-14 2 Financial Track Record 15-17 3 Way Forward 18-20
Slide 3: Introduction
| Introduction RAYMON|REALty
Slide 4: Eminent Board
EMINENT BOARD KUMMAMURI NARASIMHA ASHISH KAPADIA HARMOHAN SAHNI MURTHY GAUTAM TRIVEDI Non - Executive Managing Director Independent Director Non - Executive Director Independent Director 30+ years of experience in the Real 40+ years of Finance & Governance 30+ years of experience in Investment ~20 y
Slide 5: Strong Leadership Team
STRONG LEADERSHIP TEAM HARMOHAN SAHNI SANDEEP MAHESHWARI ANKUR JINDAL Managing Director Chief OperatingOfficer Chief FinancialOfficer A qualified CharteredAccountant withover 30 A qualified Civil Engineer & MBA with over 35 A qualified CharteredAccountant with over24 years of formidable experience i
Slide 6: Our Leadership Team
OUR LEADERSHIP TEAM SHILPA SHINDE KHOJESHWAR KAUSHIK ULHAS BHOSALE Head - Design Development Head - Contracts & Procurement Head - Legal A qualified Architect with over 20 years of A qualified Civil Engineer & MBA in Finance, A qualified lawyerwithover25 years of experience experience across Residen
Slide 7: Raymond Realty – Unique Proposition
RAYMOND REALTY – UNIQUE PROPOSITION Before Time Excellent Asset Light Model Delivery Product Quality JDA Led Business expansion Exceptional Customer Financial Discipline Experience with Strong IRR
Slide 8: Shape & Size of Current Portfolio
SHAPE & SIZE OF CURRENT PORTFOLIO 100 Acre Land Parcel 6 JDA Projects Signed Bandra 1 Ongoing Shape & Size of the Ongoing Bandra 2 Development Thane Land Recently Launched ~55 Acres ~ ₹ 25,000 Cr Current Portfolio Wadala JDA's Sion ~ ₹ 14,000 Cr Upcoming Development Mahim 1 ~45 Acres Mahim 2 Expecte
Slide 9: Shape & Size of Current Portfolio: Thane Land
SHAPE & SIZE OF CURRENT PORTFOLIO : THANE LAND OWN LAND in THANE (~100 Acre) with a Potential Revenue of ~ ₹25,000 Cr CURRENT DEVELOPMENT POTENTIAL DEVELOPMENT RERA CARPET AREA RERA CARPET AREA ~5.8 MN SQ.FT . ~5.6 MN SQ.FT . Potential Revenue Potential Revenue ~ ₹ 13,200 Cr ~ ₹ 11,800 Cr DELIVERED
Slide 10: New Launches in Thane: Address by GS (S3)
NEW LAUNCHES IN THANE: ADDRESS BY GS (S3) KEY HIGHLIGHTS: • 4 towers offering premium 3, 4, 5 & 6 BHK apartments – one tower recently unveiled • Podium top landscape amenities • ~14,500 sq.ft. of High Street Retail PROJECT STATUS: • Tower (F) – Launched Total Rera Carpet Area: ~1.5 msf 10
Slide 11: New Launches in Thane: Invictus by GS (Tower B)
NEW LAUNCHES IN THANE : INVICTUS BY GS (Tower B) KEY HIGHLIGHTS: • 4.5 - Bed home spaces • Exclusive Tower Amenities PROJECT STATUS: • Tower (B) – Launched Total Rera Carpet Area: ~0.3 msf 11
Slide 12: Shape & Size of Current Portfolio: JDA's
SHAPE & SIZE OF CURRENT PORTFOLIO : JDA’s JDA LED BUSINESS EXPANSION ▪ Asset Light Model BANDRA 1 (Revenue Potential ~ ₹ 2000cr) ▪ Gross Development Value (GDV) of ~ ₹14,000 Cr. BANDRA 2 ▪ APPOINTED Developer for 6 projects across Mumbai (Revenue Potential ~ ₹ 2000cr) ▪ Additional JDA Project’s are
Slide 13: New Launches in BKC: Invictus by GS
NEW LAUNCHES IN BKC: INVICTUS BY GS KEY HIGHLIGHTS: • 3 & 4 – BHK ultra luxury residences • 30+ Lifestyle Amenities, including a skyline-facing 38-metre pool and highstreet retail PROJECT STATUS: • Tower – Launched Total Rera Carpet Area: ~0.4 msf 13
Slide 14: Recapping: Journey & Launches So Far
RECAPPING : JOURNEY & LAUNCHES SO FAR Additional Projects in THANE • Address by GS - Season 3 Additional Projects in THANE • Invictus by GS - Tower B • Ten X Era 1st Project in THANE • Address by GS - Season 2 2nd JDA Project Launched Ten X Habitat • Invictus by GS - Tower A Invictus by GS - Bandra
Slide 15: Financial Track Record
| Financial Track Record RAYMON|REALty
Slide 16: Strong Execution Track Record
STRONG EXECUTION TRACK RECORD In ₹ Crores 4 Yr CAGR – Booking Value 4 Yr CAGR – Customer Collections 55% 2,249 2,314 64% 1,887 1,551 1,609 1,282 963 656 399 260 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 4 Yr CAGR – Reported Revenue 101% 2313 1593 1115 707 141 FY21 FY22 FY23 FY24 FY25 16
Slide 17: Like-to-Like comparison: Post Demerger
Like-to-Like comparison: Post Demerger Q2FY26 & H1FY26 In ₹ Crores Profit & Loss Statement Q2FY26 Q1FY26 Q2FY25 * YoY Change H1FY26 H1FY25 * YoY Change Revenue from operations 697 374 573 22% 1,071 1,060 1% Other income 9 18 16 27 27 Total Income 706 392 589 20% 1,098 1,087 1% Expenses 605 351 494 9
Slide 18: Way Forward
| Way Forward RayMond |rearty
Slide 19: Way Forward: On Track to Achieve ~20% growth in Booking Value
Way Forward: On Track to Achieve ~20% growth in Booking Value Booking Value 3 New JDA Launches 28% 4 New Launches in Thane No New JDA Launches 17% 27% 73% 2 New Launches in Thane 3% 1 Ongoing JDA Projects 7% 1 Ongoing JDA Projects 10% 5 Ongoing Thane Projects 5 Ongoing Thane Projects 21% 13% H1FY26
Slide 20: Summary
SUMMARY: On Track to Achieve Annual Pre Sales Growth Continued focus on MMR/ Pune Market ~20% JDA LED Capital Light Business Model Annual Revenue Growth ~20% Creating product brands ROCE ~20% Operational Intensity 20
Slide 21: Disclaimer
Disclaimer The particulars of this presentation contain statements related but not limited to revenues, financial results and supplemental financial information which has been compiled by the management, not to be construed as being provided under any legal or regulatory requirement and are not inte
Slide 22: Thank You
THANK YOU Contact Us: RRL.IR@raymond.in 22
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