Raymond Ltd management interview: Raymond Q4 Explained: Why Profits Fell But Growth Looks Strong
NDTV Profit, 2026-05-06. Video: https://www.youtube.com/watch?v=JtCxftWbAgc
- Segment growth targets: Aerospace revenue is projected to grow around 25% following a 26% year-on-year increase, while precision technology and automotive revenue is expected to grow in the lower teens.
- Aerospace market visibility: A global backlog of 17,000 commercial aircraft provides over a decade of revenue visibility, backed by Raymond's 22-year track record, over 25 global OEM approvals, and capabilities in machining complex engine materials.
- Order book trajectory: The current order book of ₹2,350 crore is set to expand continuously as the company adds and renews 5- to 10-year contracts across engines, landing gears, and aircraft systems.
- Auto powertrain trends: Export demand in Europe and the US is heavily hybrid-driven, where Raymond expects its hybrid segment to grow 10% to 15%, whereas the Indian domestic market continues to show stronger traction for pure electric vehicles.