Slide 1: Exchange intimation letter - Investor Presentation
RL/SE/25-26/60 October 27, 2025 To The Department of Corporate Services - CRD The National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor P.J. Towers, Dalal Street Bandra-Kurla Complex Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Scrip Code: 500330 Symbol: RAYMOND Dear Sir
Slide 2: Q2FY26 & H1FY26 Results Presentation
Q2FY26 & H1FY26 RESULTS PRESENTATION OCTOBER 27, 2025 1
Slide 3: Table of Contents
Table of Contents 01 Overview 3-8 02 Consolidated Highlights 9-14 03 Aerospace & Defence Business 15-22 Precision Technology & Auto 23-31 04 Components Business 05 Management Team 32-35 2
Slide 4: Overview
OVERVIEW 3
Slide 5: Group Overview
Group Overview B2C Branded Textiles Branded Apparel B2B High Value Garmenting Cotton Shirting Raymond Own Land (Thane) Group JDA’s Precision Technology and Auto Components Aerospace & Defence 4
Slide 6: Restructuring Update
Restructuring Update ➢ Restructuring scheme of Engineering biz approved by NCLT via order dtd. Raymond Ltd. 4th July 2025. Scheme effective from 1st Aug’25. ➢ As per the scheme, two companies are constituted namely JK Maini Precision Technology Ltd. and JK Engineering Business Maini Global Aerospace
Slide 7: Journey so far
Journey so far 1984 1st in India to 2005 supply to Bosch, MPPL forays into 1977 Germany Aerospace 2025 Raymond Group Commenced acquired Ring Plus Aqua Restructured into Production for Files two subsidiaries: (name was 2025 1973 Hindustan files limited till 2009) New Plant 2012 Inaugurated at MPP Sin
Slide 8: Global Presence
Global Presence EUROPE Exports Percentage Industrial and Automotive - 62% CANADA Tools and Hardware - 43% Aerospace – 90% Warehouses EUROPE - 6 USA - 3 USA CANADA & MEXICO - 1 each JAPAN 6 MEXICO 11 INDIA SOUTH AMERICA AUSTRALIA 17 Our Manufacturing locations AFRICA Warehouse Automotive Tools & Aero
Slide 9: Leveraging Combined Infrastructure
Leveraging Combined Infrastructure JK Maini Precision Technology Limited JK Maini Global Aerospace Limited (JKMPTL) (JKMGAL) Operates across 7 decades 17 Manufacturing Facilities 100+ Customers 8 different of Experience across 4 locations 25+ Countries Industry Segments 12 3PL Warehouses 500+ Twenty
Slide 10: Consolidated Highlights
Rayimona LIMITED CONSOLIDATED HIGHLIGHTS
Slide 11: Consolidated Quarterly Performance
Consolidated Quarterly Performance TOTAL INCOME EBITDA * PBT Consol Consol Consol ₹79 Cr. ₹19 Cr. ₹564 Cr. 14.1% 3.4% YoY: 10% YoY: 3% YoY: (20)% NET CASH SURPLUS Aerospace & Precision Tech Aerospace & Precision Tech Defence & Auto Defence & Auto Consol ₹409 Cr. ₹17 Cr. ₹57 Cr. ₹81 Cr. 21. 0% 13.9%
Slide 12: Consolidated Quarterly Performance
Consolidated Quarterly Performance TOTAL INCOME (₹ Cr.) EBITDA & EBITDA Margin (₹ Cr.) * Y-o-Y Growth 10% 15.7% Y-o-Y Growth 3% 14.1% 15.1% 555 564 87 512 77 79 Q2 Q1 Q2 Q2 Q1 Q2 FY25 FY26 FY26 FY25 FY26 FY26 Note1: Precision Technology & Auto Components represents JK Maini Precision Technology Ltd.
Slide 13: Consolidated Half Yearly Performance
Consolidated Half Yearly Performance TOTAL INCOME EBITDA * PBT Consol Consol Consol ₹1,119 Cr. ₹167 Cr. ₹50 Cr. 14.9% 4.4% YoY: 11% YoY: (3)% YoY: (27)% NET CASH SURPLUS Aerospace & Precision Tech Aerospace & Precision Tech Defence & Auto Defence & Auto Consol ₹808 Cr. ₹38 Cr. ₹99 Cr. ₹168 Cr. 22.4%
Slide 14: Consolidated Half Yearly Performance
Consolidated Half Yearly Performance TOTAL INCOME (₹ Cr.) EBITDA & EBITDA Margin (₹ Cr.) * 17.0% 14.9% 1,119 172 167 1,011 H1 H1 H1 H1 FY25 FY26 FY25 FY26 Note1: Precision Technology & Auto Components represents JK Maini Precision Technology Ltd. which includes T&H division, RPAL and Auto division o
Slide 15: Q2FY26 & H1FY26 Performance Highlights
Q2FY26 & H1FY26 Performance Highlights Consolidated Performance YoY YoY Particulars (₹ Cr.) Q2FY26 Q1FY26 Q2FY25 H1FY26 H1FY25 Change Change Revenue from operations 528 524 474 11% 1,052 923 Other income 36 31 38 (6%) 67 88 Total Income 564 555 512 10% 1,119 1,011 11% Expenses 484 468 435 952 840 EB
Slide 16: Aerospace & Defence Business
AEROSPACE & DEFENCE BUSINESS 15
Slide 17: Indian Aerospace Components Market all set to Take Off
Indian Aerospace Components Market all set to Take Off India’s Share in Global Aerospace Factors Driving the Indian Components Market Aerospace Components Market Global Aircraft Sales on Rise (a) To reach $210 Bn by 2027 growing at a CAGR of 4.3%, with Asia Pacific dominating majority of the sales.
Slide 18: Dominating the Indian Aerospace Market
Dominating the Indian Aerospace Market As the leading exporter of highly critical Aero engine components Expertise in Precision 1,200+ 350+ 25+ 2 Decades Manufacturing for the Precision Aero Parts of Latest Global Aero Relationship with Aerospace Sector Engine Parts LEAP Engines Components Top Aero
Slide 19: One-stop Solution for Aircraft Components
One-stop Solution for Aircraft Components Structure Components – 16% Complex Engine Parts (75%+) Structural Parts (15%+) Swinging Links Tank Drag Strut Hook Assembly Assembly Turbine Housing Fuel System Vanes Assembly Cylinder Rings Pylon Fuel Control Body insert Stator Blade Assembly Assembly Syste
Slide 20: Engineering Prowess
Engineering Prowess 20 State-of-the-Art Machines: Exclusively dedicated to New Product From Design to Build: Our team of seasoned professionals is Development (NPD), enabling complex machining and precision committed at every stage of the product lifecycle, ensuring seamless engineering for high-qua
Slide 21: Complex Engine Parts – Nozzle Guide Vanes
Complex Engine Parts – Nozzle Guide Vanes • Leap 1A • Low Pressure Turbine – Stage 6 & Stage 7 • Dedicated facility to make 8000 units per year • Material: Rene 77 • Honeycomb & Sheetmetal Assembly through welding & brazing Vacuum Brazing EDM 5 Axis Grinding TIG Welding 20
Slide 22: Raw Material Portfolio
Raw Material Portfolio RM TYPES ANNUAL RM Consumption Major Mills Location CONSUMPTION Daido 110 VARIETIES 500 TONNES VDM Inconel 44% Bohler RM FORMS Carpenter ATI VSMPO Timet Industries Titanium 19% ATI Round Bar Tubes Baoji Aleris Alro Aluminum 20% Amag Castings Profile Kaizer Sections UGITECH Ste
Slide 23: Segmental Financials
Segmental Financials Aerospace & Defence Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY Revenue 81 70 15% 168 134 26% EBITDA 17 13 34% 38 29 32% EBITDA Margin 21.0% 18.0% 22.4% 21.4% 1. The Segment Witnessed a revenue growth of 15% in Q2F26 vs PY: • Current aerospace business growth was fueled by: o A signific
Slide 24: Precision Technology & Auto Components Business
PRECISION TECHNOLOGY & AUTO COMPONENTS BUSINESS 23
Slide 25: India's Engineering Industry Overview
India’s Engineering Industry Overview Factors Driving the Indian Engineering Consumables Market Engineering Sales on Rise (a) India exports over $20 Bn of auto components annually, with a balanced trade ratio and growing demand from Europe and Southeast Asia. OEM Market (b) To grow at a CAGR of ~4.7
Slide 26: India & Beyond
Market Leadership in Engineering Consumables: India & Beyond As one of India’s leading suppliers of high-end precision components 2,000+ 100+ 18+ 7 Decades Expertise in Precision Auto Components Large Customers Global Customer Trusted Tier-1 supplier with Technology and Auto Manufactured across the
Slide 27: Market Leader across Product Segments
Market Leader across Product Segments STEEL FILES STEEL FILES RING GEARS FLEX PLATES #1 in India #1 in Global #1 in India Sole Domestic with 60%+ Installed Capacity with Market Manufacturer Market Share with ~25% Share: with Market Share ~25% Market Steel Files Ring Gears Flex Plates ~55% in PV Shar
Slide 28: Further Expanding Capabilities and Product Lines
Further Expanding Capabilities and Product Lines Clean Powertrain: Delivering EV & Hybrid: Developing advanced Hydraulics: Manufacturing precision high-precision components for and complex precision components components for critical hydraulic clean powertrain which comply to for electric and hybrid
Slide 29: Engineering - Product Portfolio
Engineering - Product Portfolio Clean Powertrain Electric and Hybrid Hydraulics and Industrial 1. Oil sleeve 1. Cradle 1. GDI Pump body 350 Bar (Machined Forging) 2. Support bracket 2. Bearing journal 2. GDI Pump body 600 Bar (Machined Forging) 3. BLDC Upper hub cover 3. ELSD housing & Plate 3. GDI
Slide 30: Segmental Financials
Segmental Financials Precision Technology & Q2FY26 Q2FY25 YoY H1FY26 H1FY25 YoY Auto Components Revenue 409 373 10% 808 728 11% EBITDA * 57 36 57% 99 75 31% EBITDA Margin 13.9% 9.7% 12.3% 10.4% 1. The Segment Witnessed a growth of 10% in Q2F26 vs PY: • Auto Components business growth was driven by:
Slide 31: Current Status of Operations & Outlook
Current Status of Operations & Outlook JK Maini Precision Technology JK Maini Global Aerospace Limited (JKMPTL) Limited (JKMGAL) ➢ JKMPTL is gaining steady momentum, backed by China +1 sourcing tailwinds, stronger engineering integration and rising demand in EV, hybrid and ➢ Onboarded new customers
Slide 32: Sustainability
Sustainability Solar Power Paperless Factory Transportation Auto Lighting Emission reductionby using Paperlessfactoryby introducing Optimizingthe transportation by Sensor installation in solarpower.Maini used 11.5Mn IOT (internet ofthings) groupingtheproducts andpeople meetingroomand office unitsfro
Slide 33: Management Team
Rayimona LIMITED MANAGEMENT TEAM 32
Slide 34: Q2FY26 & H1FY26 Performance
Q2FY26 & H1FY26 Performance “Both our aerospace & defence and precision technology & auto components businesses maintained strong momentum this quarter, delivering higher sales even in a competitive environment. We continue to focus on strategic business expansion. With both subsidiaries demonstrati
Slide 35: Management Team
Management Team S.L. POKHARNA AMIT AGARWAL K.A. NARAYAN President - Corporate Commercial Group CFO President - HR Raymond Ltd. Ex - JSW, Jet Airways, and Essar Group Ex - Wokhardt JATIN KHANNA GAUTAM MAINI NAVIN SHARMA Head – Corporate Development MD –Engineering Business CFO –Engineering Business E
Slide 36: Board Members
Board Members HARMOHAN SAHNI DINESH KUMAR LAL NARASIMHA MURTHY KUMMAMURI Non-Executive Director Independent Director Independent Director GAUTAM HARI SINGHANIA Chairman & Managing Director ASHISH KIRAN KAPADIA RASHMI BRIJGOPAL MUNDADA Independent Director Additional Independent Director 35
Slide 37: 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 38: Thank You
Thank You Contact Us : RL.IR@Raymond.in 37