Author: Aadarsh Patel | EQMint

What’s the deal? Raymond Limited shares surged around 7%, extending the stock’s recent rally and keeping the company firmly in focus as investors reassess its post-demerger business.

Why now? Raymond has increasingly been valued as an aerospace, defence and precision-engineering company after separating its lifestyle and real-estate businesses. Its Aerospace & Defence segment grew 40% year on year to ₹123 crore in Q1 FY27, with segment EBITDA reaching ₹26 crore.

What it means. Raymond’s aerospace platform manufactures more than 1,300 aero-engine components, including over 350 parts connected with the LEAP engine programme, and serves more than 25 aerospace customers. The company is also expanding into higher-value precision assemblies, aerospace systems and defence components.

By the numbers. Raymond’s engineering order book exceeds ₹5,960 crore across a 10-year contract horizon, with another ₹1,632 crore request-for-quotation pipeline. Q1 FY27 total income rose 13% to ₹628 crore, EBITDA increased 14% to ₹100 crore and profit after tax jumped 50% to ₹31 crore.

What’s next? The company has outlined an approximately ₹1,000 crore capacity-investment programme across aerospace, defence, precision technology and next-generation mobility. Its Andhra Pradesh greenfield facility is also progressing, while Raymond reported a net cash surplus of ₹129 crore as of June 2026.

EQMint Take: Raymond’s 7% rise adds to a powerful re-rating story. The market is increasingly looking at its engineering capabilities, aerospace order book and defence opportunities. The next test is whether Raymond can convert this order visibility and planned capacity into sustained earnings growth.

Disclaimer: This article is not an  investment advice and is for educational purpose only. 

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