Slide 1: Cover letter to stock exchanges
RL/SE/25-26/44 August 06, 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: Q1FY26 Results Presentation
Q1FY26 RESULTS PRESENTATION AUGUST 06, 2025 1
Slide 3: Table of Contents
Table of Contents 01 Overview 3-8 02 Consolidated Quarterly Highlights 9-12 03 Aerospace Business 13-20 04 Engineering Business 21-29 05 Management Team 30-33 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 Quarterly Highlights
CONSOLIDATED QUARTERLY HIGHLIGHTS 9
Slide 11: Consolidated Quarterly Performance
Consolidated Quarterly Performance Revenue EBITDA PBT Consol Consol Consol ₹87 Cr. ₹30 Cr. ₹555 Cr. 15.7% 5.4% YoY: 11% YoY: (8)% YoY: (31)% Net Cash Surplus Precision Tech Aerospace & Precision Tech Aerospace & & Auto Defence & Auto Defence Consol ₹87 Cr. ₹42 Cr. ₹21 Cr. ₹398 Cr. 10.6% 23.7% YoY: 1
Slide 12: Consolidated Quarterly Performance
Consolidated Quarterly Performance Total Income (₹ Cr.) EBITDA & EBITDA Margin (₹ Cr.) 16.4% Y-o-Y Growth Y-o-Y Growth 12% 18.9% (8%) 15.7% 99 95 601 555 87 500 Q1 Q4 Q1 Q1 Q4 Q1 FY25 FY25 FY26 FY25 FY25 FY26 Note1 : Raymond financials includes two companies – Precision Technology & Auto Components
Slide 13: Q1FY26 Performance Highlights
Q1FY26 Performance Highlights Consolidated Performance YoY Particulars (₹ Cr.) Q1FY26 Q4FY25 Q1FY25 Change Revenue from operations 524 557 450 17% Other income 31 44 50 (38%) Total Income 555 601 500 11% Expenses 468 503 405 EBITDA 87 99 95 (8%) EBITDA Margin % 15.7% 16.4% 18.9% Depreciation 39 37 3
Slide 14: Aerospace & Defence Business
AEROSPACE & DEFENCE BUSINESS 13
Slide 15: 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 16: 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 17: 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 18: 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 19: 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 18
Slide 20: 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 21: Segmental Financials
Segmental Financials YoY Aerospace & Defense Q1FY26 Q1FY25 Change Revenue 87 64 37% EBITDA 21 16 30% EBITDA Margin 23.7% 25.1% 1. The Segment Witnessed a growth of 37% in Q1F26 vs PY: • Current aerospace business growth was driven by demand in: o Strong year-over-year uptick, driven by the ramp-up i
Slide 22: Engineering Business
Rayimona LIMITED ENGINEERING BUSINESS 21
Slide 23: 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 24: 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 25: 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 26: 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 27: 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 28: Segmental Financials
Segmental Financials Precision Technology & Auto YoY Q1FY26 Q1FY25 Components Change Revenue 398 355 12% EBITDA 42 39 8% EBITDA Margin 10.6% 11.0% 1. The Segment Witnessed a growth of 12% in Q1F26 vs PY: • Auto Components business growth was driven by: o Strong demand of hybrid products in Europe o
Slide 29: 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 ➢ Strong momentum in our aerospace business, China +1 sourcing tailwinds, stronger engineering reinforced by key engagements
Slide 30: 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 31: Management Team
Rayimona LIMITED MANAGEMENT TEAM 30
Slide 32: Q1FY26 Performance
Q1FY26 Performance “We're delighted to announce signing of two strategic, long- term agreements with Pratt & Whitney and Safran Engines. These landmark partnerships will see us supply complex precision-machined and assembled components, underscoring our unwavering commitment to excellence and signif
Slide 33: 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 34: 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 33
Slide 35: 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 36: Thank You
Thank You Contact Us : RL.IR@Raymond.in 35