Raymond Lifestyle Limited, formerly known as Raymond Consumer Care Limited, has notified stock exchanges of its upcoming participation in an investor conference, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The intimation was filed on May 15, 2026, and signed by Company Secretary Priti Alkari.

Conference Participation Details

The company will participate through its representatives in a virtual investor conference hosted by Centrum Broking Limited. The event, titled 'Nakshatra III - Shining Stars Amid Global Turbulence', is scheduled for May 20, 2026, and will feature One to One and/or Group Meeting formats. Key details of the conference are outlined below:

Presentation and Disclosures

The presentation to be made at the conference is the Investor Presentation on Q4 FY26 & FY26 Results, which has already been submitted to the stock exchanges and is available on the company's website at www.raymondlifestyle.com . Raymond Lifestyle Limited has noted that the schedule may undergo change due to exigencies on the part of investors or the company.

Raymond Lifestyle Limited (formerly known as Raymond Consumer Care Limited) has filed the transcript of its investor conference call under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The filing, bearing reference number RLL/SE/26-27/11 and dated May 14, 2026, was submitted to BSE Limited and the National Stock Exchange of India Limited, covering the company's financial performance for the fourth quarter and financial year ended March 31, 2026. The transcript has been uploaded on the company's official website at www.raymondlifestyle.com . The conference call was held on May 7, 2026, and was hosted by Motilal Oswal Financial Services.

Regulatory Filing Details

Key details of the regulatory filing are summarised below:

FY26 Full-Year Financial Highlights

CEO Satyaki Ghosh, addressing investors for the first time in his new role, highlighted that FY26 marked a year of recovery for Raymond Lifestyle. The company crossed the ₹7,000 crores revenue milestone for the first time in its history, driven by strong domestic consumption despite international headwinds. Key full-year metrics are presented below:

Q4 FY26 Segment Performance

The company reported its highest-ever Q4 total income, with EBITDA rising sharply on improved factory utilisation and operating leverage. Management noted that factory utilisation, which traditionally ranged between 80%–85%, has risen above 90% across facilities, with some operating at 95% or higher, contributing to a significant reduction in per-unit operating costs. Segment-wise performance for Q4 FY26 is detailed below:

Management noted that the Garmenting segment's Q4 FY26 EBITDA of ₹14 crores compared favourably to a loss of ₹7 crores in Q4 FY25, driven by demand recovery following the US-India trade deal and the highest-ever monthly revenue recorded in March. The High Value Cotton Shirting segment's EBITDA comparison was impacted by a one-time government subsidy of ₹53 crores for the Amravati plant included in the Q4 FY25 base.

Within Branded Apparel, the four core brands — Park Avenue, ColorPlus, Raymond Ready-to-Wear, and Parx — recorded combined revenue of ₹1,667 crores with an EBITDA margin of 7.8%, excluding emerging and new businesses. Emerging and new businesses contributed approximately ₹140 crores in revenue for the full year, with an associated loss of approximately ₹30 crores. Management indicated that from the next quarter, these will be reported separately from the core four brands.

Capital Expenditure and Working Capital

Capex for the year stood at approximately ₹180 crores. The breakup as disclosed by CFO E.C. Prasad is as follows:

Management stated that capex for the next year is expected to remain on similar lines. On working capital, the company reduced net working capital days from 87 to 77 during the year and is targeting less than 70 days in the next financial year. CFO Prasad highlighted that levers including tighter debtor management and inventory optimisation are being actively pursued to achieve this target.

Strategic Priorities and FY27 Outlook

Management described FY27 as the "Year of Consolidation," with focus on sustainable profitability, network optimisation, and strategic planning. Key strategic priorities include premiumization — shifting towards wool in suiting and linen in shirting — and casualization, with ColorPlus identified as the primary brand to lead this transition. The casual portfolio currently represents approximately 15% of total revenues, up from 10% the prior year, with a medium-term target of 20%–25% and a longer-term aspiration of 45%. On the store network, the company plans to open over 100 stores on a gross basis in FY27, while continuing to exit underperforming stores, resulting in a net addition of approximately 30 to 40 stores, targeting a network of around 1,700 stores by year-end.

The company also disclosed that its S/4HANA ERP implementation has been completed for the textile and home segments. A leading management consultancy has been engaged to develop a three-year strategic roadmap, with implementation expected to begin around the third quarter. On the Garmenting front, management indicated that order books for the first quarter are completely full, with second quarter bookings underway, supported by the US-India trade deal and anticipated benefits from the UK-India FTA and the impending Euro-India FTA. The sleepwear business, which carried an annual EBITDA drag of approximately ₹20 crores, is being wound down, with associated provisions already reflected in reported figures.

On ESG, the company is on track to increase renewable energy usage by 5% to 6% from its FY25 baseline, targeting 25% of total energy from renewables by 2030, and has reduced Scope 1 and Scope 2 emissions by 4% to 5% from the FY25 baseline, targeting a 15% reduction by 2030. The company is also targeting 40% female representation in its workforce as part of its broader ESG commitments.

Management and Company Details

The call featured senior management including Satyaki Ghosh (CEO), E.C. Prasad (CFO), Rakesh Tiwary (Group CFO), and Sunny Desai (Head, Investor Relations). Ghosh highlighted new leadership appointments, including Kalpana Singh as CMO (joined March, from HUL) and the ongoing search for a new CIO. CFO E.C. Prasad, who joined approximately three months prior to the call from Bajaj Electricals, outlined his focus on strengthening governance, compliance, cash generation, and working capital improvement. The filing was signed by Priti Alkari, Company Secretary, on behalf of Raymond Lifestyle Limited.