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Rain Industries Limited investor presentation summary

NSE: RAIN · BSE: 500339

Investor presentation of 15 May 2025, summarised by AI from the filing.

Rain Industries expects Carbon Distillation utilization at approximately 70% and HHCR plant utilization at 60-65% in 2025, with GPC prices declining in Q2.

Key takeaways

  1. Raw materials Battery anode material demand kept GPC prices high; Chinese refinery turnarounds raised GPC and CPC prices in Q1 2025.
  2. Change GPC prices started to decline in Q2 2025 after significant increase towards end of 2024 into Q1 2025.
  3. Driver Global blending strategy expected to lower CPC production costs by enhancing capacity utilization; blending resumed in India after late 2024 import relaxation.
  4. Risk Raw material shortages in Carbon Distillation due to continued closure of integrated steel capacity.

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.