At the NDTV World Summit in New Delhi, Gautam Singhania told reporters that Raymond’s aerospace and auto units could become independent companies in the future, although no concrete plan has been unveiled yet.
The chairman explained that the group already operates three distinct entities—lifestyle, real‑estate, and a combined aerospace, auto and defence arm—each with its own management team and governance framework. He said this separation would let investors pick the businesses they want to back and align executive incentives more tightly with performance.
Singhania highlighted that 85 % of Raymond’s revenue comes from domestic consumption, with the remaining 15 % from exports. Rising input costs, especially higher oil prices, and uncertainty over U.S. tariffs were cited as challenges that could be better managed under a more focused corporate structure.
He added that a future demerger would also simplify succession planning, a key advantage he sees as the group grows. While no timeline has been set, the possibility signals a strategic shift that could alter how the company attracts capital and competes internationally.
Industry observers note that similar moves have been made by other conglomerates to unlock shareholder value. The next step will likely involve board approval and a detailed feasibility study before any formal announcement can be made.