Raymond Realty conducted an investor conference meeting on December 11, 2025, at BKC, Mumbai, presenting its portfolio expansion plans and financial performance to analysts and institutional investors. The meeting was held in compliance with Regulation 30 of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015.

Portfolio Overview and Revenue Potential

The company showcased its substantial development portfolio comprising ongoing and upcoming projects with significant revenue potential:

Recent Project Launches

Raymond Realty highlighted several key project launches across its portfolio:

Thane Developments

The company recently launched Address by GS Season 3, featuring four towers offering premium 3, 4, 5, and 6 BHK apartments with one tower recently unveiled. The project includes podium-top landscape amenities and 14,500 sq.ft. of high street retail space.

Additionally, Invictus by GS Tower B was launched, offering exclusive 4.5-bed home spaces with dedicated tower amenities.

BKC Project

In Bandra-Kurla Complex, the company launched Invictus by GS, featuring 63 ultra-luxury 3-4 BHK residences with 30 lifestyle amenities, including a skyline-facing 38-meter pool and high street retail. The project offers a total RERA carpet area of 1.10 lakh sq.ft.

Financial Performance Highlights

The presentation revealed strong financial metrics demonstrating the company's growth trajectory:

Recent Quarter Performance (Post-Demerger)

For Q2 FY26, the company reported revenue from operations of ₹697 crores with an EBITDA of ₹101 crores, representing a 14.30% EBITDA margin. Net profit stood at ₹60 crores with a profit margin of 9.90%.

Strategic Growth Initiatives

Raymond Realty outlined its forward-looking strategy focusing on:

• JDA-Led Expansion: Asset-light business model through Joint Development Agreements
• Geographic Focus: Continued concentration on MMR/Pune markets
• Product Branding: Creating distinctive product brands across developments
• Growth Targets: Projected 20% growth in booking value

Leadership and Governance

The company operates under experienced leadership, with Chairman Gautam Hari Singhania bringing over 35 years of experience in transforming Raymond from a textile-centric company into a diversified fashion and lifestyle powerhouse. The management team includes seasoned professionals across real estate, finance, and operations.

Future Pipeline

The presentation indicated plans for additional launches in H2 FY26, including three new JDA launches and four new launches in Thane. The company's project pipeline spans multiple locations including Bandra, Mahim, Sion, Wadala, and Colaba, with revenue potential ranging from ₹1,400 crores to ₹5,000 crores per project.

Raymond Realty's investor presentation demonstrates the company's commitment to transparent communication with stakeholders while showcasing its robust portfolio and growth strategy in the competitive Mumbai real estate market.

Raymond Realty , a prominent player in the real estate sector, has announced the formation of a new wholly owned subsidiary, Chembur Realty Limited (CRL). This strategic move, disclosed in a regulatory filing on October 29, 2025, aims to expand the company's real estate operations and mitigate project-specific risks.

Key Details of the New Subsidiary

• Name: Chembur Realty Limited (CRL)
• Incorporation Date: October 29, 2025
• Authorized Share Capital: Rs. 1,00,000 divided into 10,000 equity shares of Rs. 10 each
• Ownership: 100% owned by Raymond Realty
• Initial Investment: Raymond Realty, along with its nominees, has subscribed to 1,000 equity shares of Rs. 10 each in cash

Strategic Objectives

The establishment of Chembur Realty Limited serves multiple strategic purposes for Raymond Realty:

1. Expansion of Real Estate Operations: CRL will focus on exploring and undertaking new real estate projects, particularly under the redevelopment model.
2. Risk Mitigation: The subsidiary structure is designed to help mitigate project-specific risks, potentially allowing for more efficient management of individual developments.
3. Market Penetration: The move suggests Raymond Realty's intent to strengthen its presence in the Chembur area of Mumbai, known for its potential in redevelopment projects.

Financial Implications

As a newly incorporated entity, Chembur Realty Limited currently has no turnover to report. The financial impact on Raymond Realty is expected to be minimal in the short term, with potential benefits accruing as the subsidiary undertakes and develops new projects.

Market Outlook

The real estate sector in Mumbai, particularly in areas like Chembur with significant redevelopment opportunities, continues to show promise despite market fluctuations. Raymond Realty's strategic expansion through CRL positions the company to capitalize on these opportunities while managing risks effectively.

In the quarter ended September 30, 2025, Raymond Realty reported a consolidated revenue from operations of Rs. 696.50 crore and a net profit after tax of Rs. 60.18 crore, indicating a robust growth trajectory in its real estate business.

As Raymond Realty continues to expand its operations through strategic initiatives like the formation of Chembur Realty Limited, investors and market watchers will be keen to observe how this move contributes to the company's overall growth and market position in the competitive Mumbai real estate landscape.