Alright, folks – if you’ve been tracking the Raymond share price, you’re probably wondering what all the noise is about today. Well, it’s a big day. Raymond Ltd is officially going ex-date for its Raymond Realty demerger. In simple terms, this is the day you want to pay attention if you’re a Raymond investor or thinking about becoming one.
So what does this mean for shareholders? Why is the market talking about it? And more importantly, how might this affect the Raymond share price in the days to come?
Let’s break it all down in plain English.
The Demerger: What Happened and Why It Matters
On May 1, 2025, Raymond Ltd wrapped up a major corporate move—the demerger of its real estate arm, Raymond Realty. This move wasn’t just about shuffling some assets around. It was about creating two distinct, focused businesses—each with its own goals, management, and identity.
Today, May 14, is the record date. That means if you held Raymond shares by the end of trading today, you’ll be eligible to receive shares of the new Raymond Realty. It’s like a two-for-one deal: for every share you hold in Raymond, you get one share in Raymond Realty.
Sound good? There’s more.
Why Did Raymond Do This in the First Place?
Think of it like this: if you own a company that makes suits and also builds skyscrapers, those are two totally different games. By splitting them up, each business gets to focus on what it does best.
For Raymond, the move allows them to build shareholder value in two separate sectors—fashion and real estate. It’s a strategy many conglomerates have used to streamline operations and unlock hidden value. And the markets? They usually love this kind of clarity.
Let’s Talk Numbers: Q4 FY25 Performance
If you’re a numbers person (or just trying to figure out where the Raymond share price might be headed), let’s dive into the company’s latest performance.
In Q4 FY25, Raymond Realty posted:
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Revenue of ₹766 crore, up 13% from ₹677 crore last year.
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EBITDA of ₹194 crore, rising from ₹171 crore.
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EBITDA margin stood at a healthy 25.3%.
That’s not just solid growth—it’s strong, steady momentum.
Big Moves in Mahim and Wadala
Now, here’s the juicy bit. Raymond Realty signed two major Joint Development Agreements (JDAs) in Mahim and Wadala. These projects have a combined Gross Development Value (GDV) of ₹6,800 crore. That’s huge!
These deals are more than just buildings—they represent Raymond’s long-term expansion plans and growing dominance in the MMR (Mumbai Metropolitan Region). The more JDAs, the bigger the pipeline, and potentially, the higher the Raymond share price.
What’s the Future Value Looking Like?
When Raymond talks about the future, they’re not just tossing around hopeful guesses. They’ve projected a total revenue potential of ₹40,000 crore from their real estate ventures. Here’s how it breaks down:
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₹25,000 crore from their land parcel in Thane
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₹14,000 crore through JDAs
And remember, this is just the real estate arm.
Raymond Realty: Listing Timeline and What It Means
Okay, so when do you actually get to trade those new Raymond Realty shares?
Well, according to the company, Raymond Realty is expected to list sometime in the September quarter of FY26. That’s a little while away, but once those shares hit the market, investors will get a better sense of the standalone valuation—and how the Raymond share price might shift as a result.
Booking Value & Buyer Demand: Real Signs of Growth
Let’s talk sales. In Q4 FY25, Raymond Realty achieved a booking value of ₹636 crore. A lot of that came from major projects like:
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The Address by GS 2.0
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Invictus
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Park Avenue – High Street Retail in Thane
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The Address by GS in Bandra
Translation? People are buying, and that’s a solid sign of real demand in the market.
A Net Cash Surplus: What That Means for Shareholders
Here’s a term that should make investors smile: net cash surplus.
Raymond Realty isn’t just expanding, it’s doing it while holding ₹399 crore in surplus cash. That’s a strong position to be in, especially in the real estate business, where liquidity can make or break growth plans.
With that kind of cash buffer, Raymond Realty can fund future projects without constantly borrowing money—a move that bodes well for stability and long-term growth. And yes, that could positively influence the Raymond share price.
Words from the Top: What Chairman Gautam Hari Singhania Said
In his own words, Chairman and MD Gautam Hari Singhania called this demerger a “strategic move to drive sustainable growth and enhance shareholder value.”
He emphasized the importance of Raymond’s JDAs and mentioned they’ve now signed six projects outside their Thane land. The company is clearly betting big on expanding its footprint—and they’re doing it with purpose.
Why This Matters for Raymond Shareholders
If you’re already holding Raymond shares, you’re in line for a potentially valuable asset in Raymond Realty. Not only are you diversifying your investment, but you’re also entering a booming sector that’s backed by real earnings, a strong pipeline, and strategic leadership.
For potential investors watching from the sidelines, today’s move could be a golden opportunity to assess the true value of Raymond share price—especially as the market adjusts to the new structure.
Conclusion
The Raymond Realty demerger marks a bold new chapter in Raymond Ltd’s legacy. It’s a calculated move—splitting fashion and real estate so both can flourish. With solid Q4 results, aggressive project pipelines, and cash reserves in place, Raymond Realty is set to make its mark.
The Raymond share price will be closely watched in the coming weeks, as investors digest the full implications of this split. If management delivers on its vision, shareholders could very well reap the rewards.’
Read More: Vaishali Parekh Latest Stock Picks: Expert Recommendations for Today and Tomorrow
Final Thoughts: Is Now the Time to Watch the Raymond Share Price?
Absolutely. With the demerger in motion and a real estate listing on the horizon, the Raymond share price could see interesting shifts ahead. Whether you’re a long-term investor or just dipping your toes in, now’s a good time to keep an eye on both Raymond and its new offspring—Raymond Realty.
One thing’s for sure: the Raymond story is far from over. In fact, it’s just getting started.
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