Dolly Khanna-Backed Low PE Small Cap Stock Jumps Over 10% On Monday After Q1FY26 Results; Revenue Rises 20%, PAT Turns Profitable

Indian equity markets traded lower on Monday, with the benchmark Nifty 50 index declining 1.17 per cent to 23,893.45. Despite weakness in the benchmark indices, stock-specific buying interest remained visible in select commodity and industrial counters. In this segment, Rain Industries remained in focus after the company announced its Q1FY26 consolidated financial results. Rain Industries share price surged 10.68 per cent to close at Rs 159.18 on Monday.

Rain Industries Q1FY26 Results

Rain Industries reported consolidated revenue from operations of Rs 4,520.73 crore in Q1FY26 as against Rs 3,768.02 crore reported in Q1FY25, registering a growth of 19.98 per cent YoY. Total income for the quarter stood at Rs 4,566.86 crore compared with Rs 3,793.34 crore reported in the corresponding quarter previous year.

The company reported profit before Tax of Rs 255.78 crore during the quarter against a loss before tax of Rs 25.95 crore in Q1FY25. Consolidated net profit for Q1FY26 stood at Rs 157.86 crore as against a net loss of Rs 115.10 crore reported in the year-ago quarter. Sequentially, net profit also increased sharply from Rs 37.68 crore reported in Q4FY25.

Earnings per share for the quarter stood at Rs 3.61 compared with loss per share of Rs 4.09 reported in the corresponding quarter previous year.

Rain Industries FY25 Annual Performance

For the financial year ended December 31, 2025, Rain Industries reported consolidated revenue from operations of Rs 16,945.83 crore as against Rs 15,742.64 crore reported in the previous financial year. Total income for the year stood at Rs 17,084.22 crore.

The company reported consolidated net profit of Rs 135.89 crore for FY25. Profit before tax for the year stood at Rs 434.57 crore. Earnings per share for FY25 came at Rs 1.26.

Segment Performance

The Carbon segment reported revenue of Rs 3,527.63 crore during Q1FY26 compared with Rs 2,882.39 crore in Q1FY25. Advanced Materials segment revenue stood at Rs 975.02 crore against Rs 807.16 crore reported in the corresponding quarter previous year, while Cement segment revenue came at Rs 273.83 crore.

At the operating level, Carbon segment result increased to Rs 620.17 crore in Q1FY26 from Rs 412.60 crore in Q1FY25. Advanced Materials segment reported profit of Rs 63.92 crore during the quarter against loss of Rs 8.29 crore reported in the year-ago quarter. Cement segment reported a marginal operating loss of Rs 1.13 crore during the quarter.

Other Key Developments

Rain Industries stated that it continues to monitor developments relating to geopolitical uncertainties arising from the Russia-Ukraine conflict and related sanctions impacting certain overseas subsidiaries. The company said operations of Russian entities and other group entities remain largely independent and management does not foresee any significant impact on financial results.

The company also stated that subsidiary Severtar Holding Limited, Cyprus, continues to face regulatory compliance challenges due to sanctions and governance-related issues. Management said it is evaluating available options to regularise the structure and pending compliances.

As per the latest shareholding pattern, ace investor Dolly Khanna held a 1.05 per cent stake in Rain Industries as of March 2026.

About the Company

Rain Industries Ltd is a global producer of carbon, advanced materials and cement products. The company operates manufacturing facilities across multiple countries and supplies products to industries including aluminium, graphite electrode, chemical and Construction sectors.

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Disclaimer: This article is for informational purposes only and not investment advice.