Slide 1: Exchange cover letter: Investor Presentation
RL/SE/26-27/7 May 5, 2026 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/Madam
Slide 2: Q4FY26 & FY26 Results Presentation
Q4FY26 & FY26 RESULTS PRESENTATION MAY 05, 2026 1
Slide 3: Table of Contents
Table of Contents 01 Overview 3-7 02 Consolidated Highlights 8-12 03 Aerospace & Defence Business 13-21 Precision Technology & Auto 22-31 04 Components Business 05 Management Team 32-37 2
Slide 4: Overview
OVERVIEW 3
Slide 5: Group Overview
Group Overview B2C Branded Textiles Branded Apparel B2B High Value Cotton Garmenting Shirting Own Land Raymond (Thane) Group JDA’s Precision Technology and Auto Components Aerospace & Defence 4
Slide 6: Journey so far
Journey so far 1984 1st in India to supply 2005 to Bosch, Germany MPPL forays into 1977 Aerospace 2025 Raymond Group acquired Commenced Ring Plus Aqua Restructured into Production for Files two subsidiaries: 2025 1973 New Plant 2012 Inaugurated at MPP Sinnar, Incorporated 1949 New Plant setup 2024 M
Slide 7: Global Presence
Global Presence EUROPE Exports Percentage Industrial and Automotive - 62% CANADA Tools and Hardware - 43% Aerospace – 80% Warehouses EUROPE - 6 USA - 3 USA CANADA & MEXICO - 1 each JAPAN 5 MEXICO 11 INDIA SOUTH AMERICA AUSTRALIA 16 Our Manufacturing locations AFRICA Warehouse Automotive Tools & Aer
Slide 8: Consolidated Highlights
Rayimona LIMITED CONSOLIDATED HIGHLIGHTS
Slide 9: Consolidated Performance Snapshot
Consolidated Performance Snapshot TOTAL INCOME EBITDA PBT ₹613 Cr. ₹85 Cr. ₹25 Cr. Q4 FY26 13.9% 4.1% YoY: 1.8% YoY: (14%) YoY: (43%) NET CASH SURPLUS ₹2,312 Cr. ₹335 Cr. # ₹99 Cr. ₹68 Cr. FY26 14.5% 4.3% YoY: 10% YoY: 0% YoY: (20%) RAYMOND LIMITED CONTINUES TO REMAIN NET CASH SURPLUS # Includes a o
Slide 10: Consolidated Performance Trends
Consolidated Performance Trends TOTAL INCOME (₹ Cr.) EBITDA & EBITDA Margin (₹ Cr.) * Y-o-Y Growth Y-o-Y Growth 10% 400 (14%) 17. 0% 16.4% 350 15.9% 16. 5% 16. 0% 300 15. 5% 250 15. 0% Y-o-Y Growth 200 14.3% 14.5% 2,312 1.5% 2,105 14. 5% 335 335 150 13.9% 14. 0% 100 13. 5% 601 580 613 50 99 83 85 13
Slide 11: Profit & Loss Statement
Profit & Loss Statement Consolidated Performance YoY YoY Particulars (₹ Cr.) Q4FY26 Q3FY26 Q4FY25 FY26 FY25 Change Change Revenue from operations 603 557 557 2,212 1,947 Other income 10 23 44 100 158 Total Income 613 580 601 2% 2,312 2,105 10% Expenses 527 497 503 1,977 1,770 EBITDA 85 83 99 (14%) 3
Slide 12: Segmental Breakup
Segmental Breakup Segmental Performance REVENUE EBITDA EBITDA % Particulars (₹ Cr.) FY26 FY25 YoY FY26 FY25 YoY FY26 FY25 Precision Technology & Auto 1,667 1,513 10.2% 223 167 34% 13.4% 11.0% Components Aerospace & Defense 392 311 26% 88 70 25% 22.3% 22.4% Others 252 281 24 98 * Total 2,312 2,105 10
Slide 13: Aerospace & Defence Business
AEROSPACE & DEFENCE BUSINESS 12
Slide 14: 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 15: Dominating the Indian Aerospace Market
Dominating the Indian Aerospace Market As the leading exporter of highly critical Aero engine components 1,300+ 350+ 25+ 2 Decades Expertise in Precision Parts of Latest Global Aero Components Relationship with Top Manufacturing for the Precision Aero Engine LEAP Engines Variants Manufacturing Clien
Slide 16: 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 17: Manufacturing Excellence - Core Processes, Raw Material & Order Book
Manufacturing Excellence - Core Processes, Raw Material & Order Book Nozzle Guide • Leap 1A Complexity of Engine Parts Vanes • Low Pressure Turbine – Stage 6 & Stage 7 • Dedicated facility to make 8000 14% units per year • Material: Rene 77 41% • Honeycomb & Sheetmetal Assembly through welding & Vac
Slide 18: Segmental Financials
Segmental Financials Aerospace & Defence Q4FY26 Q4FY25 YoY FY26 FY25 YoY • Revenue of Q4FY26 witnessed a Revenue 119 107 11% 392 311 26% growth of 11% vs PY while EBITDA 30 27 11% 88 70 25% Revenue of FY26 witnessed a EBITDA Margin 25.5% 25.5% 22.3% 22.4% strong growth of 26% vs PY. This growth was
Slide 19: Precision Technology & Auto Components Business
PRECISION TECHNOLOGY & AUTO COMPONENTS BUSINESS 18
Slide 20: 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 21: India & Beyond
Market Leadership in Engineering Consumables: India & Beyond As one of India’s leading suppliers of high-end precision components Expertise in Precision Technology 2,000+ 100+ 18+ 7 Decades Trusted Tier-1 supplier with and Auto Components Auto Components Large Customers Global Customer established r
Slide 22: Precision Technology & Auto Components
Precision Technology & Auto Components Auto Components Tools & Hardware Ring Gears Flex Plates Steel Files #1 in India EV #1 in India Market Share Market Share Hybrid Market Share Drills Market ICE Files Share PV | ~55% India | ~25% 1,200+ Others India | ~65% 6,800+ HTPTA SKUs SKUs PTM CV | ~45% Glo
Slide 23: Segmental Financials
Segmental Financials Precision Technology & Q4FY26 Q4FY25 YoY FY26 FY25 YoY • The segment witnessed a Auto Components growth of 5% in Q4 FY26 vs PY Revenue 442 421 5% 1,667 1,513 10% while registering a strong full EBITDA 67 53 26% 223 167 34% year growth of 10% vs PY. EBITDA Margin 15.2% 12.7% 13.4
Slide 24: Current Status of Operations & Outlook
Current Status of Operations & Outlook JK Maini Precision Technology JK Maini Global Aerospace Limited (JKMPTL) Limited (JKMGAL) ➢ Expansion in Andhra ( Near B’lore Airport) is progressing well. We have ➢ Expansion in Andhra ( Near B’lore Airport) is progressing well. We have conducted the ground br
Slide 25: Sustainability
Sustainability Solar Power Paperless Factory Transportation Auto Lighting Emission reductionby using solar Paperlessfactoryby introducing Optimizingthe transportationby Sensor installation in power.Maini used 11.5 Mn units IOT (internet ofthings) groupingtheproducts andpeople meetingroomand office f
Slide 26: Management Team
Rayimona LIMITED MANAGEMENT TEAM 25
Slide 27: Board Members
Board Members HARMOHAN SAHNI DINESH KUMAR LAL K NARASIMHA MURTHY Independent Director ASHISH KIRAN KAPADIA Non-Executive Director Independent Director Independent Director GAUTAM HARI SINGHANIA Chairman & Managing Director RASHMI BRIJGOPAL AJOY MEHTA TIKKA SHATRUJIT SINGH MUNDADA Independent Directo
Slide 28: Management Team
Management Team RAKESH TIWARY GAUTAM MAINI SANJEEV SHARMA Group CFO MD - Engineering Business Joint MD & CEO - JKMPTL K.A. NARAYAN NAVIN SHARMA JATIN KHANNA President - HR CFO - Engineering Business Head - Corporate Development 27
Slide 29: 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 30: Thank You
Thank You Contact Us : RL.IR@Raymond.in 29