Raymond earnings calls.

Raymond Limited delivered a solid Q1 FY27 with total income of 628 croresCurrent reported value: 628 crores. No comparable prior figure is available in the source record., up 13Current reported value: 13. No comparable prior figure is available in the source record.% YoY, driven by robust aerospace and precision technology performance. EBITDA grew 14.9% to 100 croresCurrent 100 crore vs previous available quarter 85 crore. with margin expansion of 20bps to 15.9%. The aerospace segment was the standout, posting 40.4% revenue growthCurrent reported value: 40.4% revenue growth. No comparable prior figure is available in the source record. to 123 croresCurrent 123 crores. Reported change: +40.4% YoY., though margins compressed to 21.2% (vs 23.7% YoY) due to R&D write-offs for new program development. Precision technology and auto components posted 11.5% revenue growth to 444 crores with strong 320bps margin expansion to 13.8%, driven by export ramp-up and operating leverage. The company maintains a 10-year order book of 5,960 croresCurrent 10-year order book of 5,960 crores. Reported change: +154% vs prior 5-yr view. with RFQ pipeline of 1,632 croresCurrent 1,632 crores. Reported change: Live active pipeline.. The net debt-free balance sheet (net cash surplus of 129 crores) and Andhra Pradesh greenfield facility on track for late-2027 provide growth visibility. Key risks include customer concentration (top 3 at 40-45%), input cost inflation (logistics, tools, wages), and capacity constraints pending the new facility. Q2 aftermarket business launch and defense segment strategy expected next quarter.