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Earnings Call

Rain Industries Earnings Call: Key Takeaways

Rain Industries returned to targeted earnings in Q1 2026. Reported revenue of ₹45.21B (up 20% YoY) and Adjusted EBITDA of ₹7.15B (up 65% YoY).

Highlights
Revenue growth20% YoY increase to ₹45.21 billion.
MarginsRestoring normalized margins; Adjusted EBITDA margin improved significantly YoY.
Demand visibilityRobust demand from global aluminum sector despite geopolitical headwinds.
Management confidenceCautiously optimistic on rebuilding resilience and maintaining normalized margins.

Growth

Revenue grew 20% and Adjusted EBITDA 65% YoY, driven by higher volumes in Carbon and Advanced Materials.

Outlook

Deferred brownfield expansion in Telangana; liquidity at USD 362M with no significant debt maturity until October 2028.

Risks

Geopolitical conflict in Persian Gulf threatens aluminum value chain; volatile raw material and energy costs persist.

Source

Earnings Call filed with NSE, NSE: RAIN. Summary written with AI assistance from the document.

Read the document ↗

Rain Industries Ltd: key numbers

Share price
₹219.35
Market cap
₹7,378 Cr
Revenue (annual)
₹16,946 Cr
Net profit (annual)
₹42.52 Cr
P/E (TTM)
13.7×Sector 37.5×
Promoter holding
41.35%+0.00% QoQ
FII holding
8.02%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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