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Rain Industries Limited Q4 FY25 earnings call summary

NSE: RAIN · BSE: 500339

Earnings call of 8 May 2025, summarised by AI from the filing.

₹4.34 billion, up from Q4 2024 and Q1 2024, but below normalized quarterly target.

Key takeaways

  1. Adjusted EBITDA ₹4.34 billion, up from Q4 2024 and Q1 2024, but below normalized quarterly target.
  2. Leverage guidance Net debt to EBITDA ratio to gradually approach 3.0x over the next few quarters as performance improves.
  3. CPC price relief Chinese CPC prices rose sharply, nearly doubling for certain qualities, providing relief for calcination business.
  4. CPC volume growth Management anticipates reasonable growth in CPC sales volumes throughout 2025, supported by vertical shaft calciner ramp-up.
  5. Raw material costs Persistent challenges with raw material costs continue to impact unit margins.

Original filing on BSE

Rain Industries Limited Q1 FY27 results

As filed: Revenue ₹5,167 cr (+17% year on year), EBITDA ₹964 cr (+53% year on year), PAT ₹341 cr (+300% year on year), EBITDA margin 18.7% (+437 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹4,521 cr (+20% year on year), EBITDA ₹697 cr (+83% year on year), PAT ₹158 cr, EBITDA margin 15.4% (+532 bps). Score 75 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 532 bps year on year. Tax rate 38%. Share price after the results: +37.0% in 28 days (Nifty 500: −2.8%).
  • Q3 FY26: Revenue ₹4,301 cr (+17% year on year), EBITDA ₹501 cr (+45% year on year), PAT ₹37.7 cr, EBITDA margin 11.6% (+223 bps). Score 54 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 223 bps year on year. Other income 77% of PBT. Tax rate 43%. Revenue fell 4% from last quarter. Share price after the results: −26.6% in 28 days (Nifty 500: −9.3%).
  • Q2 FY26: Revenue ₹4,476 cr (+14% year on year), EBITDA ₹627 cr (+190% year on year), PAT ₹130 cr, EBITDA margin 14.0% (+852 bps). Score 80 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 852 bps year on year. Share price after the results: −22.3% in 29 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹4,401 cr (+8% year on year), EBITDA ₹629 cr (+70% year on year), PAT ₹83.0 cr, EBITDA margin 14.3% (+525 bps). Score 73 of 100, Above trend. Revenue and EBITDA growth were above the company's own trend. EBITDA margin rose 525 bps year on year. Tax rate 59%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −8.9% in 30 days (Nifty 500: +0.7%).
  • Q4 FY25: Revenue ₹3,768 cr (+3% year on year), EBITDA ₹380 cr (+11% year on year), PAT −₹115 cr, EBITDA margin 10.1% (+77 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend. EBITDA margin rose 77 bps year on year. Share price after the results: +3.9% in 29 days (Nifty 500: +6.1%).
  • Q3 FY25: Revenue ₹3,676 cr (−10% year on year), EBITDA ₹346 cr, PAT −₹134 cr, EBITDA margin 9.4% (+1,000 bps). Score 45 of 100, In line with trend. Revenue growth was below the company's own trend. EBITDA margin rose 1000 bps year on year. Revenue fell 7% from last quarter.
  • Q2 FY25: Revenue ₹3,934 cr (−5% year on year), EBITDA ₹216 cr (−41% year on year), PAT −₹155 cr, EBITDA margin 5.5% (−331 bps). Score 11 of 100, Below trend. EBITDA margin fell 331 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 4% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Rain Industries Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.