Posted on May 14, 2025, by Niftynews
The Raymond Realty Demerger has officially entered a crucial phase, with Raymond Ltd stock turning ex-date today, May 14, 2025. This marks a transformational moment for shareholders and a strategic move that could reshape the future of both entities.
In this guide, we’ll break down the 7 most important things investors need to know right now.
1. 📆 Ex-Date & Record Date Are Here
As part of the Raymond Realty Demerger, May 14 is the ex-date, and it’s also the record date for share allocation. Shareholders listed on Raymond Ltd’s books as of this day will be eligible to receive shares in the newly demerged entity, Raymond Realty Limited (RRL).
For every 1 share held in Raymond Ltd, shareholders will receive 1 share of Raymond Realty, in accordance with the approved scheme of arrangement.
2. 🏢 Demerger Was Completed on May 1
The demerger was officially completed on May 1, 2025, laying the groundwork for Raymond Realty to operate independently. This separation allows both businesses — Raymond’s lifestyle and textile segment, and its real estate arm — to focus on their individual growth paths.
3. 📈 Raymond Realty Listing Timeline
The shares of Raymond Realty Limited are expected to list in the September quarter of FY26. Until then, eligible shareholders will hold unlisted shares that will be tradable once the listing is complete.
Investors are advised to monitor updates from stock exchanges and the company regarding listing dates and further regulatory steps.
4. 💰 Strong Q4 Performance Signals Growth
The real estate division delivered a robust performance in Q4 FY25:
- Revenue: ₹766 crore (up 13% YoY from ₹677 crore)
- EBITDA: ₹194 crore, compared to ₹171 crore last year
- EBITDA Margin: 25.3%
These numbers indicate a solid financial foundation as Raymond Realty enters its independent phase.
5. 🧱 Expanding Through JDA Projects
In Q4 alone, Raymond Realty signed two new Joint Development Agreements (JDAs) in Mahim and Wadala, adding a combined Gross Development Value (GDV) of ₹6,800 crore to its pipeline.
These new agreements solidify Raymond Realty’s strategic expansion across Mumbai and position it as a major player in the MMR (Mumbai Metropolitan Region).
6. 📊 Total Revenue Potential Reaches ₹40,000 Crore
Following recent expansions, Raymond Realty now has a total potential revenue of ₹40,000 crore, broken down as follows:
- ₹25,000 crore from the Thane Land Parcel
- ₹14,000 crore from various JDA-led projects
This extensive portfolio reflects both scale and strategic ambition, signaling long-term potential for investors.
7. 💬 Leadership’s Vision for the Future
Gautam Hari Singhania, Chairman and MD of Raymond Group, highlighted the long-term goal behind the demerger:
“The Raymond Realty Demerger demonstrates our commitment to value creation through focused growth. Our six JDA projects outside Thane exemplify our strategic intent to build a strong, independent real estate brand.”
The business is now also net cash surplus by ₹399 crore — a key signal of financial strength.
🧾 What This Means for Shareholders
There’s no action required for eligible shareholders. All entitled Raymond Realty shares will be credited automatically based on your Raymond Ltd holdings as of the record date.
Once listed, shareholders will be able to trade Raymond Realty shares independently, giving them targeted exposure to the high-growth real estate sector.
📢 Final Word: Raymond Realty Demerger Is a Strategic Leap
The Raymond Realty Demerger is more than a corporate restructuring — it’s a strategic reset. By splitting its lifestyle and real estate arms, Raymond is unlocking value for shareholders and enabling sharper operational focus.
With a robust project pipeline, rising revenues, and leadership committed to growth, Raymond Realty enters the market as a formidable standalone entity.
