Raymond Realty to meet investors at Ashika conference on 5 November

Raymond Realty Limited said in a stock exchange filing on 2 November 2026 that it will attend the Ashika Institutional Equities Investor Conference 2026 on 5 November 2026. The Mumbai-based developer, the real estate arm of the Raymond Group, said the conference will be held in person. The filing notes that the meeting schedule remains subject to change.

The filing itself contains no new financial disclosure. It names no new project, price band, RERA registration or approval. The company had submitted its investor presentation on 27 October 2026. The filing does not set out the agenda of the conference, so the purpose of the meeting is not clear beyond the event itself.

Where the company stands

The most recent operating figures came in a provisional update released on 5 October 2026. Pre-sales for the July to September quarter rose 98% year on year to ₹902 crore. Collections rose 67% to ₹682 crore. The company said this growth came from existing inventory, as it launched no new projects during the quarter.

Other figures from the quarter show a more mixed picture. Total income was ₹757 crore, up 7%. EBITDA rose 14% to ₹115 crore. Net profit fell 12% to ₹53 crore. Higher finance costs have eaten into part of the gain from operating earnings, as the company funds a larger pipeline. Gross borrowings were ₹1,220 crore on 30 September 2026, after an increase of ₹125 crore in the quarter.

The company's guidance is unchanged. It expects pre-sales to grow about 20% in FY27, return on capital employed of 20%, an EBITDA margin of 17% to 19%, and a profit after tax margin of 9% to 10%. CARE Ratings has reaffirmed the company's rating at CARE A+ with a Stable outlook.

Capital actions and the share price

The board approved a convertible warrant issue of ₹409 crore to the promoter group on 11 September 2026. Shareholders approved an increase in authorised share capital and a preferential issue of securities at an extraordinary general meeting held on 8 October 2026. The company has said it is moving towards joint development agreements, which lower upfront land acquisition costs and allow it to scale with an asset-light model.

The shares closed at ₹562 on 4 November 2026, giving a market capitalisation of ₹3,739 crore. The stock has traded between ₹349 and ₹741.95 over the past 52 weeks. The company was demerged from Raymond Ltd in May 2025 and listed on the BSE and NSE on 1 July 2025.

The company's pipeline in the Mumbai Metropolitan Region is the main item investors will track. Mahim 1, with a gross development value of ₹1,800 crore, and Mahim 2, with ₹2,300 crore, total ₹4,100 crore. The company has said it has lined up these launches for the second half of FY27 to meet its annual targets. No exact launch dates have been announced.

What investors will watch

For investors, the 5 November meeting is a routine update rather than a trigger. The points to track are the timing of the Mahim launches, whether pre-sales growth can hold near the 20% guidance once new projects are added, and how higher borrowings affect net profit. Buyers in the company's projects are not directly affected by the filing.

The next company disclosure to watch is any stock exchange filing that sets out the launch dates or booking figures for the Mahim projects. Any change to the schedule of the 5 November conference will also be notified through the exchanges.