Rain Industries Ltd
NSE:RAIN
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Rain Industries Ltd
Rain Industries Ltd. engages in the production of calcined petroleum coke and coal tar pitch . The company is headquartered in Hyderabad, Telangana and currently employs 2,400 full-time employees. The company went IPO on 2008-03-03. Its segments include Carbon, Advanced Materials and Cement. The Carbon segment consists of Calcined Petroleum Coke (CPC), Coal Tar Pitch (CTP), Green Petroleum Coke (GPC) Other Carbon Products (OCP) and energy produced through waste-heat recovery and other derivatives of coal tar distillation. The Advanced Materials segment includes the downstream operations of coal tar distillation and consists of engineered products, petrochemical intermediaries, naphthalene derivatives and resins. The Cement segment includes Ordinary Portland Cement (OPC) and Portland Pozzolana Cement (PPC). Its range of products serves as raw materials for a range of industries, such as aluminum, carbon black, refractory, specialty chemicals, coatings and construction. Its subsidiaries include Rain Cements Limited, Renuka Cement Limited, Rain Carbon Inc., and others.
Rain Industries Ltd. engages in the production of calcined petroleum coke and coal tar pitch . The company is headquartered in Hyderabad, Telangana and currently employs 2,400 full-time employees. The company went IPO on 2008-03-03. Its segments include Carbon, Advanced Materials and Cement. The Carbon segment consists of Calcined Petroleum Coke (CPC), Coal Tar Pitch (CTP), Green Petroleum Coke (GPC) Other Carbon Products (OCP) and energy produced through waste-heat recovery and other derivatives of coal tar distillation. The Advanced Materials segment includes the downstream operations of coal tar distillation and consists of engineered products, petrochemical intermediaries, naphthalene derivatives and resins. The Cement segment includes Ordinary Portland Cement (OPC) and Portland Pozzolana Cement (PPC). Its range of products serves as raw materials for a range of industries, such as aluminum, carbon black, refractory, specialty chemicals, coatings and construction. Its subsidiaries include Rain Cements Limited, Renuka Cement Limited, Rain Carbon Inc., and others.
Revenue Growth: Rain Industries reported Q3 2025 revenue of INR 44.35 billion, up INR 5.29 billion versus Q3 2024, with the Carbon and Advanced Materials segments driving the increase.
Earnings Improvement: Adjusted EBITDA rose to INR 6.48 billion, a significant increase of INR 3.56 billion year-on-year, led by growth and margin improvements in the Carbon segment.
Carbon Segment Strength: Carbon segment revenues rose 17.5% year-on-year, with strong performance in distillation and positive currency effects; EBITDA for the segment more than doubled.
Advanced Materials Recovery: Advanced Materials segment saw volume and revenue gains, though energy and competitive pressures in Europe persist.
Cement Expansion: Board approved brownfield expansion at Telangana plant, targeting increased capacity and operational efficiencies, with commercial operations set for H2 2027.
Strategic Partnerships & R&D: Entered a joint development project with Northern Graphite (Canada) and advanced in battery materials, expanding R&D and market presence in energy storage.
Liquidity & Debt: Ended the quarter with USD 388 million in liquidity, no major debt maturities until October 2028, and improved net debt-to-EBITDA ratio to 3.29x.
Outlook Cautious but Optimistic: Management sees early signs of recovery but remains watchful due to ongoing macroeconomic, geopolitical, and raw material supply risks.
