Q2 FY26 consolidated net profit swings positive; Rs 757 crore Unit I expansion announced
RAIN · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 2.7 pts less than Nifty Microcap 250 and 2.3 pts less than its Petrochemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Consolidated Q2 FY26 revenue rose 13.7% to Rs 4,476 crore and net profit swung to Rs 130 crore from a Rs 155 crore loss. Nine-month revenue rose 8.1% to Rs 12,645 crore; profit was Rs 98 crore versus a Rs 316 crore loss. The limited review found no material misstatement but noted Russian regulatory and sanctions uncertainty. Rain Cements will invest Rs 757 crore to expand Unit I by Q4 2027 and Rs 7 crore for 2 MW solar by February 2026.
Profit recovery and added capacity support growth, but Rs 764 crore of spending, possible borrowing and Russian compliance risk could cap gains.