Synopsis:
Rain Industries posted Rs. 4,401 crores revenue and Rs. 83 crores profit in Q2 CY26, returning to profitability after seven quarters. All segments grew YoY; Re. 1 interim dividend announced.
During Thursday’s trading session, shares of a company engaged in Carbon, Advanced Materials, and Cement businesses jumped nearly 11 percent on BSE, after reporting robust financial results for Q2 CY26. The company returned to profitability for the first time in seven quarters, marking a significant turnaround in its financial performance.
At 12:03 p.m., the shares of Rain Industries Limited were trading in the green at Rs. 167.5 on BSE, up by around 10 percent, as against its previous closing price of Rs. 152.2, with a market cap of Rs. 5,634 crores. The stock has delivered positive returns of over 4 percent in the last one year, and has gained by around 14 percent in the last one month.
What’s the News
According to the latest regulatory filings on the stock exchanges, Rain Industries Limited announced the financial results for Q2 CY26 on Wednesday after market hours.
For Q2 CY26, Rain Industries reported a total consolidated revenue from operations of Rs. 4,401 crores, marking around a 17 percent QoQ growth compared to Rs. 3,768 crores in Q1 CY25, and a year-on-year increase of about 7 percent from Rs. 4,094 crores recorded in Q2 CY25.
The company reported a net profit of Rs. 83 crore in Q2 CY26, marking a strong recovery from a net loss of Rs. 115 crore in Q1 CY25 and Rs. 45 crore in Q2 CY25. This quarter marks a return to profitability after seven consecutive quarters of losses, spanning from Q2 CY24 to Q4 CY25.
Additionally, the company declared an Interim dividend of Re. 1 per equity share (50 percent on a face value of Rs. 2 per equity share fully paid-up share) for CY25, which will be paid to shareholders on 29th August 2025. The record date has been fixed as 13th August for the aforementioned interim dividend.
In terms of segmental performance, the Carbon segment recorded a 17 percent YoY revenue growth, supported by cost optimisation efforts aimed at normalising margins and stabilising overall performance. However, ongoing geopolitical issues continue to raise concerns around volume and margin stability.
The Advanced Materials segment posted a 13 percent YoY revenue increase, driven by seasonal volume improvements and a product mix. Energy costs in Europe remained manageable, and the company is progressing in the development of alternative raw materials.
Finally, the Cement segment also reported a 13 percent YoY growth in revenue, with improved realisations across most operating regions. Volumes remained stable compared to the previous quarter, and the company is focused on realigning markets to optimise outbound freight costs. Additionally, Rain Industries reported a total capital expenditure of $28 million for the first half of the calendar year. Rain Industries Limited is engaged in the business of manufacturing and sale of carbon products, chemicals and cement.
Carbon Products include Calcined Petroleum Coke (CPC), Coal Tar Pitch (CTP), Green Petroleum Coke (GPC), energy produced through Waste-Heat Recovery (WHR) and other derivatives of coal tar distillation, including creosote oil, naphthalene, phthalic anhydride and others. Chemicals include resins, modifiers, superplasticisers, aromatic chemicals, and others. Further, the company sells cement under the brand ‘Priya Cement’, one of the leading cement brands in South India.
Written by Shivani Singh
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