Raymond Limited (RAYMOND.BO)
ValueMarkers Composite Index
79% below intrinsic value ($22)
Raymond Limited (RAYMOND.BO) — VMCI valuation read
Headline read on RAYMOND.BO: VMCI of 55/100 versus a Consumer Cyclical sector median of 50. The 5-point above-median position is what makes Raymond Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.
Form 4 filings on RAYMOND.BO: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.
**Investor frame.** Three reads on RAYMOND.BO: value (RAYMOND.BO trades at 19.0x earnings, 6% above the Consumer Cyclical median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Consumer Cyclical median (10.0%)), and risk (net debt to EBITDA of 2.4x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Cyclical 12.0x baseline.
RAYMOND.BO fell 2.7% over the trailing 7 days, with a +5.4% read on a 30-day basis.
Raymond Limited operates as a textile, lifestyle, and branded apparel company in India and internationally. It operates through Textile, Shirting, Apparel, Garmenting, Tools and Hardware, Auto Components, Real Estate Development, and Others segments. The company offers wool, poly-wool, silk, and other blended suiting fabrics; and cotton and linen shirting fabrics under the Raymond Fine Fabrics brand name. It also provides suits, jackets, trousers, and shirts; denim fabrics; menswear under the Raymond Ready-To-Wear, Park Avenue, Color Plus, and Parx brands; and ethnic wear under the Ethnix by Raymond brand. In addition, the company offers steel files, drills, cutting tools, hand tools, and power tool accessories; and ring gears, flex plates, and water pumps bearings. Further, it is involved in the non-scheduled airline operation and real estate development businesses. The company has 1,409 retail stores, including 1,365 stores in approximately 600 cities and towns in India, and 44 overseas stores in 7 countries. Raymond Limited was incorporated in 1925 and is based in Mumbai, India.
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