Raymond Realty Ltd. Share Price

Raymond Expands Manufacturing Capacity in Andhra Pradesh

is expanding its manufacturing footprint in Andhra Pradesh by constructing a new facility adjacent to its existing mega manufacturing unit. The greenfield project is reportedly progressing on schedule, reflecting the company’s continued focus on strengthening its production capabilities and supporting future business growth. The additional facility is expected to enhance manufacturing capacity and provide scope for operational expansion as the project advances. The development highlights Raymond’s ongoing investment in infrastructure and its efforts to build a stronger manufacturing base. Investors will monitor the project’s completion timeline, commissioning plans, capital expenditure and expected contribution to production and revenue in the coming quarters. Further updates on capacity addition and operational readiness will be important in assessing the long-term benefits of the expansion.

See More

Raymond Realty: Strong Sales Without New Launches

delivered a strong Q2 FY27 operational performance, with pre-sales rising 98% YoY to ₹902 crore and collections increasing 67% to ₹682 crore. Importantly, the growth came without any new project launches, driven by sustained sales from its existing portfolio and steady price realisation. The momentum is even stronger at the H1 level. Pre-sales reached ₹1,602 crore, up 111% YoY, while collections grew 57% to ₹1,233 crore. The company also received the occupancy certificate for Tower B of The Address by GS Season 1 in Thane, completing the 270-unit tower around 18 months ahead of its RERA timeline, highlighting its execution capabilities. The next leg of growth is expected from new launches. Raymond Realty plans to launch two Mahim JDA projects with a combined GDV of over ₹4,100 crore in H2 FY27. The projects have GDVs of ₹1,800 crore and ₹2,300 crore respectively. The asset-light JDA model allows the company to expand its project pipeline without significant upfront land acquisition costs. The balance sheet remains manageable, with net debt of ₹914 crore at September 2026 after ₹306 crore of liquidity, while the company continues to maintain its FY27 targets of ~20% pre-sales growth, 17–19% EBITDA margin and ~20% ROCE. CARE has also reaffirmed its A+ rating with a Stable outlook.

See More

RAYMOND REALTY – Bullish Setup Near Resistance

Raymond Realty is showing renewed buying interest after a strong recovery from the ₹560–620 zone. The stock is currently consolidating near the important ₹680–₹682 resistance area, while the overall momentum remains positive. Holding above key support levels indicates that buyers continue to maintain control, although a confirmed breakout is still important before expecting the next leg of the move. 🔎 Technical View: • Strong recovery from the ₹560–620 support zone • Price sustaining above key technical levels • RSI around 62, indicating positive momentum • ₹682 remains the crucial breakout level • Sustained trading above ₹682 may attract fresh buying interest 🔑 Key Levels: • Support: ₹621–₹584 • Major Support: ₹561 • Resistance: ₹682–₹742 🚀 Potential Upside Targets: • ₹742 • ₹802 • ₹862+ 📉 Risk Level: A decisive breakdown below ₹584 could weaken the current bullish setup and may indicate a loss of momentum. 📈 Trading View: 👉 If the stock sustains above ₹682 with strength, it could open the way toward ₹742 and potentially higher levels such as ₹802 and ₹862+. Traders should watch price action and volume confirmation around the breakout zone. ⚠️ Disclaimer: This analysis is shared strictly for educational and informational purposes. It is not a buy/sell recommendation or investment advice. Please conduct your own research and consult a SEBI-registered investment professional before making any investment decision. — AALGO BREATHS 📊

See More

Raymond Realty: bookings up 129%, profit fell 19%

Raymond Realty Limited (NSE: RAYMONDREL) grew Q1 FY27 bookings 129% to ₹700 crore. Reported net profit fell 19% to ₹13 crore. The stock is near ₹581, down 45% from its high of ₹1,050. What happened Revenue rose 38% to ₹527 crore. EBITDA grew 70% to ₹70 crore, at a 13% margin. Net profit fell because interest expense jumped to ₹47 crore from government approval charges. Customer collections grew 47% to ₹550 crore. Debt to equity is 0.7 times. Total portfolio GDV is ₹52,000 crore. The JDA book now has eight projects with ₹27,000 crore of revenue potential. Why it matters In real estate, bookings and collections move revenue recognition. Both are rising. The Thane parcel has 65 acres under development, ₹16,500 crore of potential. Two new JDA projects in Parel and Kandivali add ₹11,500 crore more. My view Read past the profit fall. It came from interest charges on approvals, a one time cost of the JDA pipeline. EBITDA grew 70%, the cleaner measure of health. The business model is shifting. JDAs need no land capital upfront, brought in 64% of bookings this quarter, and earn nearly double the margin of the Thane land. More JDAs mean less capital per rupee of revenue. At about 15 times trailing earnings and 2.4 times book, this is the cheapest in a year. Return on equity is 17%, decent for a developer. The risk is delivery. The Parel project is not yet launched and ₹52,000 crore of GDV is a long runway to de-risk. What I am watching Q2 FY27 results in November, the Parel JDA launch, and collections staying above ₹500 crore. On the chart, ₹350 is the 52-week low and ₹734 is resistance. My stance: Accumulate near ₹550. The JDA pivot is the real story here. Disclosure: I do not hold a position in Raymond Realty Limited at the time of writing. This is not investment advice.

See More

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.

See More

| 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.

See More