Raymond Lifestyle (RAYMONDLSL) — concall transcript

📢 Key Event
Raymond Lifestyle reported 6% YoY revenue growth to INR1,560 crores and 11% YoY EBITDA growth to INR135 crores with 8.6% margin expansion in Q1 FY27, driven by garmenting segment growth (50% YoY revenue to INR296 crores, 7.3% EBITDA margin), cost management via vendor diversification and Make in India, and strategic store rationalization.

🔄 What Changed
11% YoY EBITDA growth to INR135 crores with 8.6% margin expansion; garmenting segment revenue grew 50% YoY to INR296 crores with 7.3% EBITDA margin; net cash surplus of INR154 crores; store network reduced by 34 EBOs despite 4% growth; 1627 stores across 600 cities; 50% YoY revenue growth in garmenting segment

🔮 What's Next
Margins potentially reaching double-digit EBITDA if product mix improves; H2 recovery anticipated from winter weddings and festive periods; FY28 guidance deferred due to geopolitical uncertainties; target mid-to-high teens EBITDA margins by FY28 through premiumization and operational efficiency; double or more than double turnover over 3-5 years; grow EBITDA faster than topline

💡 Investor Takeaway
The company is managing inflation through cost controls and price hikes while leveraging its garmenting growth and store optimization to drive margin expansion and sustainable profitability ahead of H2 recovery.

Raymond Lifestyle reported 6% YoY revenue growth to INR1,560 crores and 11% YoY EBITDA growth to INR135 crores with 8.6% margin expansion in Q1 FY27, driven by garmenting segment growth (50% YoY revenue to INR296 crores, 7.3% EBITDA margin), cost management via vendor diversification and Make in India, and strategic store rationalization. Management expects H2 recovery from winter weddings and festive demand, with margins potentially reaching double-digit EBITDA if product mix improves, while targeting mid-to-high teens EBITDA margins by FY28 through premiumization and operational efficiency.

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About Raymond Lifestyle Ltd (RAYMONDLSL)

Textiles · Textiles · Listed on BSE

Market Cap: ₹3,961.56 Cr P/E: 91.3 ROE: 0.5% ROCE: 2.7% Div Yield: 0.15%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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