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Earnings Call Transcript

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.

Highlights
Revenue growth17% YoY for the quarter
MarginsImproving due to lower-cost inventory and pricing
Demand visibilityMixed in Cement; stable for Carbon and Advanced Materials
Management confidenceCautiously optimistic despite fluid geopolitical environment

Growth

Revenue grew 17% YoY to ₹51.67B. Adjusted EBITDA surged 61% to ₹9.94B, supported by favorable inventory pricing and currency benefits.

Outlook

Focus on margin recovery and balance sheet strengthening. Maintenance capex of $26M in H1 2026. Debt maturity scheduled for October 2028.

Risks

Geopolitical conflicts in the Middle East impacting raw material costs, logistics disruptions, and intensified competition in the South Indian cement market.

Source

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

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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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renewable aromatic oil input
10000 TPA
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Credit Rating

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Management Change

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Annual General Meeting

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.

20:36 IST NSE
Financial Results

Rain Industries Q1 FY27 Results: Net Profit ₹341 Cr, Up 310.8% YoY

Rain Industries Ltd reported revenue from operations of ₹5,167 Cr (+17.4% YoY) and net profit of ₹341 Cr (+310.8% YoY) for Q1 FY27.

Key figure
Net profit ₹341 Cr · +310.8% YoY