Rain Industries: Time to reap 'end of capex cycle'

Though the Rain stock has firmed up since our last note by 22 per cent, we remain constructive as the valuations are still reasonable

Rain Industries Standalone December 2020 Net Sales at Rs 14.67 crore, down 50.69% Y-o-Y

Goa Carbon: Is it a turnaround candidate?

The recent monthly production data of Goa Carbon indicates a pricing improvement for CPC (calcined petroleum coke)

Rain Industries: Is the worst behind?

Overall growth environment is fragile but we estimate that the near-term stress in the demand environment is already priced in Rain's valuations

Rain Industries Standalone September 2020 Net Sales at Rs 7.55 crore, down 50.88% Y-o-Y

Rain Industries Consolidated September 2020 Net Sales at Rs 2,566.05 crore, down 14.24% Y-o-Y

Rain Industries Consolidated June 2020 Net Sales at Rs 2,360.83 crore, down 29.35% Y-o-Y

Rain Industries Standalone June 2020 Net Sales at Rs 9.45 crore, up 32.16% Y-o-Y

Rain Industries share price zooms 12% after jump in Q4 profit

The stock witnessed was trading with volumes of 286,818 shares, compared to its five-day average of 57,277 shares.

Rain Industries Consolidated March 2020 Net Sales at Rs 2,897.65 crore, down 9.35% Y-o-Y

Rain Industries Standalone March 2020 Net Sales at Rs 15.96 crore, up 38.55% Y-o-Y

3-Point Analysis | Rain Industries: Carbon business getting back on track

Moneycontrol's Sakshi Batra does a 3-Point Analysis of the company's earnings and the outlook going forward.

Rain Industries: Operational carbon business getting back to track

Rain Industries: Near term challenges remain, but situation improving and valuations appear inexpensive

Rain Industries Consolidated June 2019 Net Sales at Rs 3,341.57 crore, down 12.14% Y-o-Y

Rain Industries Standalone June 2019 Net Sales at Rs 7.15 crore, down 58.67% Y-o-Y

Goa Carbon Q1: Weaker end market demand, lower product spreads key negatives

Production volumes are breathing again, thanks to lifting of ban on key raw materials. But below-par capacity utilisation remains a work in progress

Tariff Play | Trade war cloud darkens, but India sees a silver lining

Rain Industries: Operational improvement on track; end-market headwind remains

Rain Industries Consolidated March 2019 Net Sales at Rs 3,196.53 crore, down 3.32% Y-o-Y

Rain Industries Standalone March 2019 Net Sales at Rs 11.52 crore, down 65.14% Y-o-Y

Goa Carbon: Unfavourable supply-demand balance weighs on Q4 margin; remain on sidelines

Rain Industries locked in lower circuit after the loss in Q3FY19

At operating level, EBITDA (earnings before interest, tax, depreciation and amortisation) plunged 82.9 percent year-on-year to Rs 118.1 crore and margin contracted 1,850 basis points to 3.4 percent in Q3.

Rain Industries: Adverse SC action has material impact on business model; stay cautious

We have turned cautious on the stock and wait for management commentary and future action.

Here's why Mohnish Pabrai is betting on Rain Industries stock for next 5-10 years

Rain is a global player in its segment, supplying to some of the world's biggest aluminium producers like Rio Tinto and the US-based Alcoa.