Share Price Performance
Raymond Limited's shares rallied more than 8% on Tuesday, reaching a lifetime high of ₹847.30. During the session the stock traded at ₹835.60, up 8.18%, with over 4.50 million shares changing hands.
Financial Highlights – Q1 FY27
In the first quarter of fiscal year 2027 the company reported total income of ₹628 crore, a 13% year‑on‑year increase. EBITDA rose 14% to ₹100 crore and profit after tax jumped 50% to ₹31 crore.
Aerospace & Defence Segment Performance
Revenue from the Aerospace & Defence segment grew 40% to ₹123 crore, while segment EBITDA reached ₹26 crore, delivering an EBITDA margin of 21.2%.
Order Book and RFQ Pipeline
Raymond disclosed an aerospace order book exceeding ₹5,960 crore spread over a ten‑year contract horizon. The company also maintains an active RFQ pipeline valued at ₹1,632 crore, more than 2,000 active drawings and the introduction of over 100 new engine SKUs each year. Its product portfolio includes more than 1,300 aero‑engine parts, of which over 350 are components for LEAP engines.
Capacity Expansion Programme and Balance Sheet
The firm is executing an approximately ₹1,000 crore capacity programme aimed at supporting growth across aerospace, defence, precision technology and next‑generation mobility. As of June 2026, Raymond reported a net cash surplus of ₹129 crore, providing financial flexibility for the expansion.
Market Narrative
The share price breakout reflects investors’ re‑rating of Raymond from a legacy lifestyle conglomerate to a focused advanced‑manufacturing platform, driven by strong aerospace order visibility, improving profitability and the announced capacity investment. Execution of the RFQ pipeline, efficient scaling of capacity and margin preservation will be critical to sustain the optimism.