Rain Industries Limited delivered a remarkable financial turnaround in Q3, achieving consolidated net profit of ₹135 million compared to a loss of ₹1.60 billion in the corresponding quarter of the previous year. The company's consolidated revenue reached ₹43.00 billion for Q3, marking significant growth from ₹36.80 billion in the year-ago period.

Q3 Financial Performance Highlights

The quarterly results demonstrate Rain Industries' successful operational recovery and improved profitability metrics. The company reported EBITDA of ₹501 million for Q3, representing a substantial 44.80% increase from ₹346 million in the corresponding quarter of the previous year. The EBITDA margin expanded to 11.65% from 9.41% year-over-year, reflecting enhanced operational efficiency and cost management.

Operational Excellence and Strategic Focus

The management previously conducted comprehensive presentations on annual financial results, with key leadership including Managing Director Jagan Reddy Nellore, President Gerard Sweeney, and CFO T Srinivasa Rao providing strategic insights. The company has maintained its commitment to safety excellence, reporting improved Total Recordable Incident Rate of 0.11 for the year, down from 0.13 in the prior year.

Business Segment Performance

Rain Industries operates across multiple segments including Carbon, Advanced Materials, and Cement. The Carbon segment has emerged as the primary growth driver, while the company continues to expand its presence in advanced materials development, including formal entry into the North American Meso-phase Carbon Micro Bead market.

Market Outlook and Strategic Initiatives

The company has announced participation in several strategic initiatives including SiB-D.E. collaboration with German government and Fraunhofer Institute for sodium-ion battery materials, partnership with Ontario Vehicle Innovation Network for electric-vehicle applications, and USE-G project focusing on alternative graphite purification technologies. Management noted positive aluminium industry outlook with LME prices maintaining upward trend and low inventory levels supporting market tightness.

Corporate Governance

The Board has approved convening the 51st Annual General Meeting on May 12, 2026, at 11:00 AM through video conferencing. The company maintains strong financial position with gross term debt of US$829 million and no major maturities until October 2028, while continuing to focus on developing alternative raw material sources and leveraging R&D capabilities for emerging markets.

Rain Industries Limited has issued a regulatory clarification to stock exchanges regarding the seasonal characteristics of its business operations, providing investors with context ahead of its upcoming annual financial results announcement.

Board Meeting and Results Timeline

The company has scheduled its board meeting for February 27, 2026, to consider and approve the annual audited financial statements for the financial year ended December 31, 2025. This follows the company's earlier communication to stock exchanges dated December 30, 2025, regarding the board meeting schedule.

Business Seasonality Disclosure

In compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Rain Industries has provided detailed information about its seasonal business patterns:

The management emphasized that these seasonal fluctuations are inherent to the company's operating environment and have been consistent over the years. The fourth quarter typically experiences softer performance due to industry-specific factors and varying demand patterns during this period.

Regulatory Compliance and Transparency

The company has confirmed that as of the date of communication, there is no material information, event, or development requiring disclosure under applicable regulations beyond what has already been shared with stock exchanges and made available in the public domain.

Rain Industries reiterated its commitment to maintaining the highest standards of transparency and compliance. The company assured stakeholders that it will continue to promptly disclose all events and information warranting disclosure under Regulation 30 and other relevant provisions of the SEBI regulations.

Communication Details

The clarification was signed by S. Venkat Ramana Reddy, Company Secretary, and communicated to both BSE Limited and The National Stock Exchange of India Limited on February 10, 2026. The company trades under scrip code 500339 on BSE and scrip code RAIN on NSE.