RAINNSERain Industries LimitedMediumNeutral
Announced Wed, 6 Aug · 21:32 IST

Rain Industries Limited has informed the Exchange about Earnings Presentation on the Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the second quarter and half year ended June 30, 2025.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

RAIN · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Rain Industries reported strong Q2 2025 results with Revenue from Operations of ₹44.01 billion, up 17% sequentially and 8% year-on-year. Adjusted EBITDA jumped to ₹6.17 billion (42% QoQ, 26% YoY), with EBITDA margin expanding to 14.0% from 11.5% in Q1 2025. Adjusted Net Profit stood at ₹0.50 billion (EPS of ₹1.47) versus a loss in Q1. The Carbon segment drove the bulk of the gains with revenue of ₹31.9 billion and EBITDA of ₹5.2 billion. The company holds US$ 339 million in liquidity (US$ 191 million cash + US$ 148 million undrawn), with no term debt maturities until October 2028. Management flagged raw material constraints in Carbon and is monitoring tariff impacts while focusing on cost savings, product mix shift, and debt cost optimisation.

Likely market impact

Sharp sequential improvement in profitability and margin expansion signal a recovery story for shareholders, supported by strong liquidity and no near-term debt pressure. However, geopolitical concerns, raw material availability, and tariff uncertainty remain key risks to watch.