Rain Industries Limited , a leading vertically integrated global producer of essential raw materials, has announced a significant expansion of its cement plant and reported its third quarter results for 2025.

Cement Plant Expansion

The company's Board of Directors has approved a brownfield expansion of its cement plant at Ramapuram Village, Telangana, through its wholly-owned subsidiary Rain Cements Limited. The expansion will increase:

• Clinker capacity from 1.0 million tonnes to 2.5 million tonnes per annum
• Cement capacity from 1.5 million tonnes to 3.8 million tonnes per annum
• Waste Heat Recovery Power Plant capacity from 5.0 MW to 12.0 MW

The project, estimated to cost Rs 757.00 crores, is targeted for commissioning in Q4 2027. It will be financed primarily through internal accruals, supplemented by debt as required.

This strategic expansion aims to capitalize on India's projected cement demand growth of 6-8% CAGR between 2024-2030. It will enhance the plant's cost efficiency through economies of scale and incorporate state-of-the-art, energy-efficient technologies.

Q3 2025 Financial Results

For the quarter ended September 30, 2025, Rain Industries reported:

The company's performance showed significant improvement compared to the same period last year, with revenue growth across all segments.

Segment Performance

Carbon Segment

• Revenue: Rs 34,665.98 million (up 15.66% YoY)
• Adjusted EBITDA: Rs 5,135.89 million (up 108.96% YoY)

Advanced Materials Segment

• Revenue: Rs 9,977.34 million (up 6.55% YoY)
• Adjusted EBITDA: Rs 844.27 million (up 79.12% YoY)

Cement Segment

• Revenue: Rs 2,759.41 million (down 1.31% YoY)
• Adjusted EBITDA: Rs 191.61 million (compared to a loss in Q3 2024)

The Cement segment experienced a slight decline in revenue due to extended monsoon conditions in South India, which affected volumes. However, the reduction in GST rates from 28% to 18%, effective September 22, 2025, is expected to stimulate demand in the housing and infrastructure sectors.

Other Developments

• The company initiated a joint development agreement with Northern Graphite to develop alternative materials for the energy storage market.
• Rain Industries entered the North American Meso-phase Carbon Micro Bead (MCMB) sector, targeting the rechargeable battery market.
• The company maintains a strong liquidity position of $388.00 million with no major term debt maturities until October 2028.

Jagan Mohan Reddy Nellore, Managing Director of Rain Industries Limited, commented, "Our third quarter results reflect our progress towards restoring normalized operating margins and stabilizing overall performance. While we face ongoing challenges, including geopolitical tensions and economic uncertainties, we remain agile and committed to mitigating risks and protecting margins as we move forward."

Rain Industries continues to focus on operational efficiencies and strategic investments to capitalize on market opportunities and drive long-term growth.

Rain Industries , a leading producer of carbon and advanced materials, has reported a remarkable turnaround in its financial performance for the second quarter of the fiscal year. The company's latest financial results showcase significant improvements across key metrics, indicating a robust recovery from the previous year's challenges.

Financial Highlights

Rain Industries has demonstrated a strong financial recovery in the second quarter, posting a net profit of ₹1.06 billion. This marks a significant turnaround from the ₹1.79 billion loss reported in the same period last year.

Revenue Growth

The company's revenue grew to ₹44.76 billion, up from ₹39.34 billion in the corresponding quarter of the previous year, representing a year-over-year increase of 13.8%. This growth in revenue indicates improved market conditions and potentially higher demand for Rain Industries' products.

Profitability Improvement

One of the most notable aspects of Rain Industries' Q2 performance is the substantial improvement in its EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). The company reported an EBITDA of ₹6.27 billion, nearly tripling from ₹2.14 billion in the previous year's quarter.

Enhanced Operational Efficiency

The EBITDA margin, a key indicator of operational efficiency, saw a remarkable improvement. It increased from 5.45% in the prior year period to 14.01% in the current quarter, representing an expansion of 857 basis points. This significant margin improvement suggests that Rain Industries has successfully enhanced its operational efficiency and cost management strategies.

The company's ability to turn a substantial loss into a profit while simultaneously growing revenue and expanding margins demonstrates effective management and potentially favorable market conditions for its products. However, investors and analysts may want to look out for further details on the factors contributing to this turnaround, such as changes in product mix, cost-cutting measures, or market dynamics that may have influenced these results.

As Rain Industries continues to navigate the evolving economic landscape, stakeholders will likely be keen to see if this positive momentum can be sustained in the coming quarters.