Whalesbook
Raymond Group ko ek bade business empire mein badalne wale industrialist Vijaypat Singhania ji ka 87 saal ki umar mein dehant ho gaya. Unke bete Gautam Singhania ne yeh khabar di. Yeh ek legacy ka end hai, par company abhi market mein badi mushkilon se guzar rahi hai. Recent reports ke hisaab se, profits tezi se gire hain, jabki kuch revenues abhi bhi achhi chal rahi hain. Investors thode caution par hain, aur stock ka performance yeh difficult time dikha raha hai.
Vijaypat Singhania ji ne hi Raymond ko sirf textile company se nikaal kar alag-alag businesses mein failaya tha. Unhone 1980 se 2000 tak Chairman aur Managing Director rehte hue denim, steel, industrial files, aur cement jaise sectors mein company ko expand kiya. Unke vision ke liye unhe Padma Bhushan bhi mila tha. Unhone ek hot air balloon mein 69,000 feet tak ki unchai bhi chhui thi. Unke kaam se ek multi-faceted company bani hai jo lifestyle, engineering, aur real estate mein aaj bhi kaam kar rahi hai.
Abhi Raymond Limited ka stock lagbhag apne 52-week low, jo ₹336.40 tha, ke paas hi trade kar raha hai. March 27, 2026 ko yeh ₹342.55 par close hua. Matlab stock girawat dikha raha hai, aur apne 50-day aur 200-day moving averages se kaafi neeche hai. Company ki market value lagbhag ₹2,279 Cr hai. Recent quarterly results dekhein toh Q3 FY26 mein revenue 18% YoY badh kar ₹580 Cr ho gaya tha. Lekin, profits mein toh bohot badi giravat aayi hai. Net profit Q3 FY25-26 mein sirf ₹3.58 Cr raha, jo pichhle saal ke comparison mein 95.04% kam hai. Profit margins bhi kam ho kar 0.62% reh gaye hain. Earnings Per Share (EPS) bhi ghata hai, jo Q3 FY26 mein ₹0.54 tha, pichhle saal yeh ₹10.84 tha.
Indian apparel aur textile market, jiski value 2023 mein lagbhag USD 100 billion thi, bohot competitive aur fragmented hai. Raymond ka mukabla Arvind Limited, Aditya Birla Fashion and Retail, aur Reliance Trends jaise bade players se hai. Sector grow kar raha hai, par supply chain mein disruptions jaisi problems bhi hain. Raymond apne 1,600+ stores ke network se fyda uthane ki koshish kar raha hai. Company ne lifestyle aur real estate businesses ko alag companies mein demerge bhi kiya hai taaki investors ko value mil sake.
Founder ki legacy aur diversification ke baad bhi, Raymond Limited badi challenges face kar raha hai. MarketsMOJO ne stock ko 'Sell' rating di hai February 17, 2026 ko, kyuki technicals, financials aur quality metrics weak hain. Stock ne benchmarks aur peers ko underperform kiya hai, last week mein -6.21% ka return diya hai. Stock ka low TTM Price-to-Earnings (P/E) ratio, lagbhag 0.1667 ya 0.43 ke aas paas hai, jo dikhata hai ki market company ko discount par value kar raha hai. Kuch analysts 100% se zyada upside ka target de rahe hain, toh kuch 'Sell' rating de rahe hain.
Raymond ka management operational efficiencies aur strategic growth par focus karega. Yeh aerospace, defense, aur EV components mein bhi acquisitions ke through ja sakte hain. Company apne retail network ko optimize karna chahti hai aur Branded Textiles and Apparel jaise segments ko grow karna chahti hai. Analysts ki rai split hai: kuch 100% 'Buy' rating de rahe hain, toh kuch financial aur technical issues ke karan 'Sell' rating de rahe hain. Raymond ka future iss baat par depend karega ki woh revenue growth ko lasting profits mein kaise badalte hain aur market volatility ko kaise manage karte hain.