Added to YB: 2026-05-05
Pitch date: 2026-05-01
RAYMONDREL.NS [neutral]
Raymond Realty Limited
+2.86%
current return
Author Info
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Company Info
Raymond Realty Limited, through its subsidiaries, engages in the development and sale of housing projects in India.
Market Cap
INR 28.9B
Pitch Price
INR 454.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.43
P/E
15.00
EV/Sales
1.47
Sector
Real Estate Management and Development
Category
special_situation
Raymond Realty Limited - $RAYMONDREL.NS
RAYMONDREL.NS (overview): Demerged realty arm w/ ~₹40K cr opp (₹25K cr Thane land + ₹14K cr JDA portfolio). FY26 pre-sales ₹3,023cr (+31% YoY), Q4 alone ₹1,519cr vs ₹636cr prior. Asset-light JDA model scaling (6 projects in MMR). Trading ~11-14x est earnings on ₹2,800cr rev run-rate. Risks: execution at scale, approval delays, MMR concentration, JDA complexity, cycle sensitivity.
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