Rain Industries Limited - Management Presentation on Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the First Quarter ended March 31, 2026.

Rain Industries reported strong Q1 FY2026 results with consolidated revenue of Rs 44.89 billion, up 20% year-over-year, and adjusted EBITDA of Rs 7.15 billion, a 65% improvement versus Q1 2025. The Carbon segment led performance with revenue up 22.6% to Rs 33.52 billion and EBITDA rising 57.3%, driven by higher volumes from Indian calcination operations and the reinstated global blending strategy. Advanced Materials revenue grew 19.2% to Rs 8.63 billion with improved volumes in Chemical Intermediates and Resins. The Cement segment saw a 4.9% revenue decline due to heightened competition in South India. The company highlighted supply disruptions from Middle East conflicts affecting global CPC/CTP markets, though only 5% of RAIN's CPC production serves that region. Management noted the debt maturity profile is stable with no significant repayments until October 2028.