| Margins | Disciplined pass-through of raw material costs to protect operating margins. |
|---|---|
| Demand visibility | Steadily increasing CPC/CTP demand over 3-5 years via smelter restarts. |
| Management confidence | Confident in navigating volatility and supporting customer requirements via global footprint. |
Growth
CPC volumes rose due to higher smelter utilization in India; Carbon/Advanced Materials segments are increasingly integrated for higher-value products.
Outlook
Expect 2026 sales stability; aiming for new materials to be 40% of Carbon Distillation portfolio by 2030.
Risks
Geopolitical conflict in West Asia impacting Chinese refinery runs; higher raw material costs and freight logistics volatility.
Earnings Call filed with BSE, NSE: RAIN. Summary written with AI assistance from 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.
More from Rain Industries Ltd
All →Rain Industries Partnership
Rain Industries' subsidiary Rain Carbon announced a strategic collaboration with BioBTX BV to supply renewable aromatics. BioBTX's 10,000 TPA plant is expected operational by early 2028.
- renewable aromatic oil input
- 10000 TPA
Rain Industries Credit Rating
Rain Industries Limited received a credit rating affirmation of IND A with a Stable outlook from India Ratings and Research. This is a routine periodic rating.
Rain Industries Management Change
Rain Industries re-appointed Mr. Robert Thomas Tonti as Non-Executive Independent Director. The 60-month term becomes effective on October 31, 2026.
Rain Industries Annual General Meeting
Rain Industries re-appointed Mr. Robert Thomas Tonti as Independent Director for five years via postal ballot. Shareholders approved the resolution with 96.77% in favour.
Rain Industries Earnings Call Transcript: Key Takeaways
Rain Industries reports strong recovery with Q2 FY26 revenue at ₹51.67 billion (+17% YoY) and adjusted EBITDA at ₹9.94 billion (+61% YoY), driven by improved pricing and cost management despite volume declines.
Rain Industries Investor Presentation: Key Takeaways
Rain Industries Q2 2026 revenue grew 17% YoY to ₹51.67 Bn with Adjusted EBITDA jumping 61% to ₹9.94 Bn. Focus remains on cost optimization and margin stability.