Raymond Limited · NSE:RAYMOND
Raymond — Merger or Acquisition (July 2024)
14 slides from Raymond's merger presentation, Jul 4, 2024
Slide 1: Stock exchange cover letter: Investor Presentation
RL/SE/24-25/79 July 4, 2024 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/Mad
Slide 2: Corporate Initiative: Demerger of Real Estate Business
R AY M O N D G R O U P Corporate Initiative Demerger of Real Estate Business 1
Slide 3: Raymond Group Initiates Demerger of Real Estate Business
Raymond Group Initiates Demerger of Real Estate Business DEMERGES FOCUSED Real Estate Business Listed Entities • Demerge Real Estate Business into its wholly • Raymond Ltd, RRL and RLL to be separate Owned Subsidiary - Raymond Realty Limited listed entities of the group (RRL) and seek automatic list
Slide 4: Rationale for Restructuring
Rationale for Restructuring 1 STRATEGIC • Positioning Real Estate business as an independent business • Independent existence of sustainable and pure play businesses 2 OPERATIONAL Dynamic • Creating operational efficiencies through demerger Transformation of • Resulting Company to have focused strat
Slide 5: Snapshot of Demerged Businesses
Snapshot of Demerged Businesses RAYMOND GROUP 3 Distinct Vectors of Growth RLL RRL Raymond Ltd. (Existing Listed Company) To be a listed Lifestyle Company To be a listed Real Estate Company 1 Lifestyle 2 Real Estate 3 Engineering Business* ₹7,000 Cr+. ~₹1,600 Cr. ~₹1,800 Cr. Aggregate Sales in FY24
Slide 6: Chairman & Managing Director Message
Chairman & Managing Director Message Having stated that now we have clear three vectors of growth at Raymond group i.e. Lifestyle, Real Estate and Engineering, this corporate action is in line with creating shareholder value creation. This strategy to demerge the Real Estate business into a separate
Slide 7: Realty
|REALTY
Slide 8: Raymond Realty Business at a Glance
Raymond Realty Business at a Glance Amongst Portfolio in Strong Strong Top 5 Developers Aspirational to Promoter Leadership in MMR Premium Segment Commitment Team ₹32,000 Cr+ 100 Acre ~11.4* msf 4 JDA Signed Total Revenue landbank owned RERA Approved Asset light Potential from by the company Carpet
Slide 9: Development of Own Land & JDA led business model
Development of Own Land & JDA led business model THANE LAND (~100 Acre) JDA LED BUSINESS MODEL Asset Light Expansion ₹7,000 Cr.+ FURTHER POTENTIAL AREA UNDER Launched Appointed: Appointed: Appointed: Development Development Project in Developer for a Developer for a Developer for a BANDRA EAST proje
Slide 10: Existing Projects Booking Update
Existing Projects Booking Update (as on 31st March 2024) Q4 Project 10 towers with Particulars FY’23 FY’24 FY’24 Till Date RERA carpet area % No of Bookings 542 72 359 2,810 UNIT SOLD ~1.7 Mn sq.ft. RERA Carpet Area* 0.31 0.04 0.21 1.53 Total Units Planned: Value of Bookings (Cr.) 663 86 425 2,974 3
Slide 11: Existing Projects Booking Update
Existing Projects Booking Update (as on 31st March 2024) Q4 Project 2 Towers with Particulars RERA Carpet Area FY’24 Till Date % No of Bookings UNIT SOLD 58 228 ~0.7 Mn sq.ft. LAUNCHED UNITS RERA Carpet Area* 0.07 0.26 Total Units Planned: Value of Bookings (Cr.) 149 575 440 Launched in July-23; Tow
Slide 12: Existing Projects Booking Update
Existing Projects Booking Update (as on 31st March 2024) Q4 Project 8 Towers with Particulars RERA Carpet Area FY2’4 Till Date % No of Bookings UNIT SOLD 96 96 ~0.7 Mn sq.ft. LAUNCHED UNITS RERA Carpet Area* 0.09 0.09 Total Units Planned: Value of Bookings (Cr.) 298 298 782 Queens Court Launched in
Slide 13: Excellent Connectivity & Eco-system
Excellent Connectivity & Eco-system 12
Slide 14: Thank You / Disclaimer
Disclaimer • This presentation contains “forward looking statements” which shall not be construed as being provided under any legal or regulatory requirement and are not intended to invite any investment in Raymond Limited or its affiliates (“the Company”). Such statements are based on the current e