Rain Industries Limited - Earnings Presentation on the Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the second quarter ended and half year ended June 30, 2026
RESULTS
▲ Positive Development
MEDIUM RISK
📅 Filed on BSE: 06 Aug 2026, 10:08 PM IST · BSE ID: 7acaa6df-392d-4699-8d11-a04b47e10dea
View Original BSE Filing (PDF)
💡
In Simple Terms
Rain Industries reported strong financial results for Q2 2026, with higher revenue and profit, and significant liquidity available.
🤖 AI Summary
- Rain Industries reported Q2 2026 Revenue from Operations of ₹51.67 Billion.
- Adjusted EBITDA for Q2 2026 was ₹9.94 Billion, marking a 61% increase from Q2 2025.
- Adjusted Net Profit After Tax for Q2 2026 stood at ₹3.17 Billion, up 17% from Q2 2025.
- Adjusted Earnings Per Share was ₹9.43 for Q2 2026, not annualized.
- The company maintained total liquidity of US$313 Million, with no major debt maturities until October 2028.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Revenue from Operations
₹51.67 Billion
Adjusted EBITDA
₹9.94 Billion
61%
Adjusted Profit After Tax
₹3.17 Billion
17%
Adjusted Earnings Per Share
₹9.43
Total Liquidity
US$313 Million
🏢 How This Affects the Company
Revenue increase in Carbon and Advanced Materials segments was driven by higher prices and Euro/USD appreciation, though Cement segment revenue decreased due to lower volumes and net sales price realisations.
Adjusted EBITDA increased by 61% to ₹9.94 Billion, and Adjusted PAT rose by 17% to ₹3.17 Billion, indicating improved profitability and margin management.
The Carbon segment saw raw material blend optimization and reduced operating costs. The Advanced Materials segment benefited from higher margins due to raw material purchase timing and cost savings.
The company notes a cautious Q3 outlook amid geopolitical, logistics, and commodity-market volatility, actively monitoring trade routes and maintaining contingency options.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required by shareholders based on this earnings presentation.
👤
Who Is Affected
Shareholders are affected by the company's financial performance, with Adjusted Earnings Per Share at ₹9.43 for Q2 2026, reflecting the quarter's profitability.
🔍
Management Signal
Management's focus on cost management, disciplined raw-material sourcing, and strategic priorities for stable margins and cash generation signals a cautious but proactive approach.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Q3 2026 financial results — check if cautious outlook affects revenue and profit.
Updates on geopolitical and logistics conditions — impact on supply chains.
Management commentary on segment-specific performance, especially Cement.
MEDIUM RISK
Cautious Q3 outlook and geopolitical/logistics volatility noted as risks, alongside declining cement segment revenue.
💡 Investor Takeaway
Rain Industries reported Q2 2026 Revenue from Operations of ₹51.67 Billion. Adjusted EBITDA increased by 61% to ₹9.94 Billion compared to Q2 2025. Adjusted Profit After Tax grew 17% to ₹3.17 Billion. The company holds US$313 Million in total liquidity.
⚖️ Strengths & Concerns
✅ Positives
- Adjusted EBITDA increased by 61% to ₹9.94 Billion in Q2 2026 compared to ₹6.17 Billion in Q2 2025.
- Adjusted Profit After Tax grew by 17% to ₹3.17 Billion in Q2 2026 from ₹495 Million in Q2 2025.
⚠️ Concerns
- Cement segment revenue decreased in Q2 2026 due to lower volumes and reduced net sales price realisations.
- EBITDA in the Cement segment decreased due to lower volumes and increased operating costs in Q2 2026.
📅 Company Track Record
Rain Industries reported Q2 FY26 standalone net profit of Rs. 12.26 Million in a filing on August 6, 2026. Prior to this, Q1 FY26 consolidated revenues were reported as USD 1,441.83 million in a management commentary filed on May 14, 2026.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What was Rain Industries' Revenue from Operations in Q2 2026?
Rain Industries' Revenue from Operations for the second quarter ended June 30, 2026, was ₹51.67 Billion.
How did Rain Industries' Adjusted EBITDA perform in Q2 2026?
Adjusted EBITDA for Rain Industries in Q2 2026 was ₹9.94 Billion, which represents a 61% increase compared to Q2 2025.
What was Rain Industries' Adjusted Profit After Tax for Q2 2026?
Rain Industries recorded an Adjusted Profit After Tax of ₹3.17 Billion in Q2 2026, an increase of 17% from Q2 2025.
What was Rain Industries' Adjusted Earnings Per Share in Q2 2026?
The Adjusted Earnings Per Share for Rain Industries in Q2 2026 was ₹9.43, which is not annualized.
What is Rain Industries' total liquidity as of June 30, 2026?
As of June 30, 2026, Rain Industries reported a total liquidity of US$313 Million, comprising US$172 Million cash and US$141 Million undrawn credit.
Questions based on this BSE filing only. For information purposes.