Raymond ke Q3 Results: Kaise Rahe Numbers?
Raymond ne apne Q3 FY26 ke results mein ekdum se kamaal kar diya hai! Company ka total income saal dar saal 18% badh kar ₹580 Crore ho gaya hai. Ismein sabse bada hath hai unke Aerospace & Defense aur Precision Technology & Auto Components divisions ka.
Agar numbers ki baat karein toh:
- Q3 FY26 Total Income: ₹580 Crore (+18% YoY)
- Q3 FY26 EBITDA: ₹83 Crore (+27.6% YoY)
- Q3 FY26 EBITDA Margin: 14.3% (Last year 13.3% tha)
Is saal ke pehle nau mahine (9M FY26) mein bhi company ka performance solid raha, jahan income 13% badh kar ₹1,699 Crore ho gaya. Haan, 9M FY26 mein EBITDA margin 14.7% raha jo 9M FY25 ke 15.8% se thoda kam hai, lekin management ka kehna hai ki yeh non-operating income kam hone ki wajah se hai.
Kaunse Divisions Ne Kiya Sabse Zyada Kamaal?
- Aerospace & Defense (JKMGAL): Is division ne toh 49% YoY ki revenue growth dikhai hai, jo ab ₹105 Crore hai. EBITDA bhi 39% badh kar ₹19 Crore ho gaya.
- Precision Technology & Auto Components (JKMPTL): Ye segment bhi peeche nahi raha! Revenue 15% badh kar ₹417 Crore pahunch gaya. Aur toh aur, EBITDA 51% tagda ho kar ₹57 Crore ho gaya aur margin bhi 10.4% se 13.7% ho gaya. Yeh sales volume badhne aur product mix behtar hone ki wajah se hua hai.
Company Ki Financial Health Aur Future Plans
Mazedaar baat yeh hai ki Raymond abhi bhi debt-free hai aur December 2025 tak ₹214 Crore ka net cash surplus bhi hai. Yani paison ki koi kami nahi!
Management ka future outlook bhi kaafi positive hai. Woh agle paanch saalon mein Andhra Pradesh mein apne business ko expand karne ke liye ₹1,000 Crore ka capital expenditure (Capex) karne ka plan bana rahe hain. Ismein Aerospace ke liye ₹500 Crore aur Auto ke liye ₹430 Crore lagaaye jayenge.
Global supply chain mein ho rahe badlav (jaise 'China Plus One' strategy) aur India mein localization ki wajah se company ko faayda hone ki umeed hai. Aerospace ka order book bhi 2.5x se 3x annual revenue ka hai aur lagatar badh raha hai. Management ka target hai ki Aerospace mein 23-25% aur Auto Components mein 15% se zyada EBITDA margin achieve karein.