Raymond Lifestyle Ltd. Share Price

Raymond's Aerospace Pivot Powers an 89% Monthly Surge

has been the standout performer of the past week, up around 6.5% over 7 days, around 68.43% over the past month, and a stunning 148.48% year-to-date, with September alone delivering an 89% rally. Business transformation is the core driver. The group's restructuring into Raymond Limited, Raymond Realty, and Raymond Lifestyle gave the market clearer visibility into its fast-growing Aerospace & Defence business. Real order wins, not just hype. On September 15, the stock hit a record high after its aerospace subsidiary won multi-programme orders covering 300+ part numbers and 37,000+ annual components. Numbers support the story. Aerospace revenue grew 40.4% YoY to ₹123 crore, with segment EBITDA at ₹26 crore, genuine earnings growth behind the rally. Sector tailwinds help. India's defence capex is expected to grow at a 16% CAGR through FY30, lifting Raymond alongside peers like Unimech Aerospace.

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| FY26: THE “RAYMOND 2.0” RESET + PRECISION ENGINEERING

🚨 RAYMOND LIMITED | FY26: THE “RAYMOND 2.0” RESET + PRECISION ENGINEERING + AEROSPACE & EV PLAY Raymond Limited has entered a fundamentally different phase after the demerger of its Lifestyle and Realty businesses. What remains is a much more focused company built around precision engineering, automotive components, aerospace and defence technology. The key question now:

Can Raymond convert this strategic restructuring into sustained high-quality growth? 🔥 THE BIGGEST CHANGE: PURE-PLAY STRUCTURE The demerger created three separately focused businesses: 👔 Raymond Lifestyle — crossed ₹7,034 Cr revenue 🏗️ Raymond Realty — crossed ₹3,000 Cr revenue with a ₹42,000+ Cr GDV pipeline ⚙️ Raymond Limited — now focused on precision technology, aerospace and defence This creates clearer business accountability and more focused capital allocation. 📊 FY26 CONSOLIDATED NUMBERS 🔹 Revenue: ₹2,312 Cr | +10% YoY 🔹 EBITDA: ₹335 Cr 🔹 EBITDA Margin: 14.5% 🔹 PAT: ₹53.54 Cr The engineering business is increasingly becoming the core identity of the company. ⚙️ PRECISION ENGINEERING: THE NEW CORE JK Maini Precision Technology Ltd. (JKMPTL) generated ! This makes execution and utilisation key monitorables for FY27–28. 🌍 CHINA + ONE = STRUCTURAL TAILWIND Raymond is positioned around several long-term themes: 🇮🇳 India manufacturing 🌎 China + One supply-chain diversification 🛡️ Defence indigenisation ✈️ Aerospace localisation ⚡ EV & hybrid transition 🤝 Global OEM outsourcing 1️⃣ Precision engineering 2️⃣ Aerospace & defence 3️⃣ EV & hybrid components 4️⃣ Export-oriented manufacturing 5️⃣ India + China Plus One supply-chain opportunities — Neha Gupta | SEBI Registered Research Analyst Registration No.: INH000016542 ⚠️ For educational and research purposes only. Not investment advice. Investors should conduct their own research and assess all risks independently.

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Raymond Ltd. is showing a very sharp move today

Raymond Ltd. is showing a very sharp move today, but one clarification: the latest market data I can verify shows it around ₹853–₹859, roughly 5–6% higher today, rather than a fresh 20% one-day gain. The stock has nevertheless been extremely volatile over the last few sessions. Why Raymond is moving sharply 1. Post-demerger re-rating is the biggest structural reason. Raymond is now a pure-play aerospace, defence, precision technology and auto-components company, after the lifestyle and real-estate businesses were separated. This makes the business much easier for investors to value and has triggered significant buying interest. 2. Aerospace & defence is becoming a major growth engine. Q1 FY27 aerospace & defence revenue was about ₹123 crore, up 40.4% YoY, and the company has been receiving new orders, including specialised onboard storage systems and precision components for defence customers. 3. Strong long-term sector theme. Raymond is expanding its precision-engineering business into aerospace manufacturing, which gives it exposure to India's growing defence and aerospace supply chain. This is attracting investors because the business has higher entry barriers than traditional textiles. 4. Brokerage optimism is helping sentiment. Jefferies has turned bullish on the broader Indian textile/engineering opportunity and Raymond Lifestyle, citing China+1 and improving India's export competitiveness. This positive sentiment around the Raymond group is also supporting interest in Raymond-related stocks.

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Revamping India's Handloom Heritage: The Launch of CoE-HT at IIT Delhi

To boost India’s traditional handloom sector, the Government of India is launching the Centre of Excellence for Handloom Technology (CoE-HT) at IIT Delhi on August 3, 2026. Established with an investment of ₹11.99 crore ($1.28 million) and to be inaugurated by Union Textiles Minister Giriraj Singh, the center serves as an innovation and knowledge hub. By bridging traditional artisan techniques with advanced research, digital tools, and artificial intelligence, the initiative seeks to solve long-standing challenges in loom modernization, ergonomics, authenticity, and supply chain traceability. Furthermore, over the next five years, it will build a digital repository, secure patents, support startup incubation, and upgrade skills to enhance global market competitiveness for a workforce of over 3.5 million weavers—nearly 70% of whom are women. The inauguration will also introduce five key programs—Handloom 4.0, Handloom e-Vidya, HandloomX, Kalagriha Handloom Studio, and Threads of Valour—focused on digital growth, design innovation, circularity, and entrepreneurial support. By uniting academic researchers, industry leaders, technologists, and designers, the center aims to blend heritage craftsmanship with modern technology. Ultimately, this collaboration is designed to increase productivity, empower local weavers, encourage sustainable practices, and elevate the international presence of India's handloom industry.

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Stocks IN NEWS

!ASHIKA GLOBAL SECURITIES Ashika Global Securities reported strong Q1 growth, with revenue up 141% YoY and PAT up 101% YoY. Operating profit also grew nearly 98% YoY, highlighting strong business momentum. Impact Score: 8/10 – Positive

LIMITED SIS has scheduled a Board meeting on August 5 to consider a potential share buyback. If approved, the buyback could support shareholder value and reflects management confidence. Impact Score: 6/10 – Positive !DELHIVERy Delhivery has scheduled its Board meeting for August 8 to consider and approve Q1FY27 financial results. The key trigger will be the upcoming quarterly performance. Impact Score: 2/10 – Neutral LABORATORIES Neuland Laboratories has commenced commercial production from additional capacity at Units 1 and 3 in Telangana. The expansion should support future revenue growth and improve operational scale. Impact Score: 6/10 – Positive GLASS Sejal Glass reported strong Q1FY27 growth, with revenue up 53% YoY and PAT up 63% YoY. However, EBITDA margin declined by 169 bps YoY, indicating some pressure on profitability. Impact Score: 7/10 – Positive !TCC CONCEPT TCC Concept is building an integrated platform across consumer commerce, digital infrastructure and AI, with growing data-center capacity and subscription-based AI services. The model offers potential for long-term structural growth and recurring revenues. Impact Score: 4/10 – Positive LIFESTYLE Raymond Lifestyle is focusing on premiumization, casual wear and export growth, particularly across the US, UK and EU. Store optimization and a strong net-cash position provide additional financial flexibility for future growth. Impact Score: 4/10 – Positive

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Raymond Latest Updates

Entry into Defence & Aerospace CEO Appointment On July 6, 2026, the company officially announced its strategic expansion into high-growth defence electronics, systems integration, and aerospace sectors. To lead this push, Raymond appointed Mr. Bhanu Prakash Srivastava—the former Chairman and Managing Director of defense PSU Bharat Electronics Limited (BEL)—as the Chief Executive Officer (CEO) of its newly formed Defence Business. FY26 Annual Financial Outcomes For the full financial year ended March 31, 2026, the company reported a 9.8% year-on-year increase in total income to ₹2,311.80 crore, while annual net profit rose 2.9% to ₹53.54 crore. Driven by its Precision Engineering, Auto Components, and Aerospace divisions, Raymond concluded the fiscal year net-debt-free with a net cash surplus of ₹68 crore. Q4 FY26 Restructuring Pressures During the fourth quarter ended March 31, 2026, consolidated total income grew 1.8% year-on-year to ₹612.51 crore. However, consolidated net profit for the quarter dropped 53.1% YoY to ₹11.93 crore, primarily driven by elevated fixed operational expenditures (₹587.14 crore) and demerger-related restructuring outlays. Preferential Issue Shareholder Ratification Following approval at its Extraordinary General Meeting (EGM) on June 18, 2026, Raymond cleared stock exchange queries regarding its ₹330.88 crore fundraise through preferential share warrants. The allocation will increase promoter group entity JK Investors (Bombay) Limited’s holding to 35.91% on a fully diluted basis. 101st Annual General Meeting The Board of Directors has formally scheduled the company's 101st Annual General Meeting (AGM) for July 14, 2026. This statutory milestone marks the company's first post-demerger annual loop after spinning off its consumer textile business into Raymond Lifestyle Limited.

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