Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Rain Industries Ltd

RAIN
Cement

Rain Industries Ltd is strength at full price. The numbers are improving — and a P/E at the 97th percentile of its own range says the market knows.

The sharpest disagreement: the engine is strong, but at the 97th percentile of its own range you are paying full price for it.

The price is in a confirmed uptrend (7 weeks in) while the P/E sits at the 97th percentile of its own 10-year range. Underneath, the last four quarters read improving, and 115% of the last 3 years' profit arrived as cash. What settles it: whether the earnings grow into the multiple.

Price
₹207
+37.8% 1Y
P/E
25.1×
97th pctile
of its own 10-year range
Revenue (Mar 26)
₹4,521 Cr
+20.0% YoY
Profit (Mar 26)
₹158 Cr
Operating margin
15.0%
+5.0 pp YoY
ROCE
8%
FY25
Cash conversion
115%
of profit, last 3 FY
Withheld from this page: Part of this page is deliberately not drawn: its two data sources disagree by up to 72% on reported income across 15 comparable periods, so nothing from the second source is placed here — the quarterly PEG curve, the quarterly return curves, the annual return-on-invested-capital overlay, the total-debt and debt-to-equity series and the F-score and the return-on-invested-capital reading are absent for that reason. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data. The quarterly history also begins where the primary source begins: 5 earlier quarters the second source carries are not spliced in front of it. Extending a reported profit series is stricter than showing a ratio chart — it needs a source that has been checked.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Rain Industries Ltd trades at ₹207, in a confirmed uptrend and 7 weeks into that stage. That is +33.3% against its own 200-day average. It sits at 100% of a 52-week range of ₹105 to ₹207. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 16 straight weeks.

Today the stock is in a confirmed uptrend — week 7 of stage 2, confirmed. At ₹207 it trades +33.3% versus its 200-day average and sits at 100% of its 52-week range (₹105–₹207).

Jul 26: ₹207 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+33.3% versus the 200-day line, week 7 of stage 2
Price50-day avg200-day avg
S4S2S3S4S4S4₹215₹186₹156₹126₹96.5₹207₹155Jul 23Apr 24Feb 25Nov 25Jul 26
S4S2S3S4S4S4₹215₹186₹156₹126₹96.5₹207₹155Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (549 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Feb 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.4 years the stock moved +589% while the NIFTY 500 moved +280% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 16 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 97th percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Rain Industries Ltd trades at 25.1× P/E, at the pricey end of its own range (97th percentile). Its long-run median P/E is 8.5×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 25.1× is at the pricey end of its own range (97th percentile), against a long-run median of 8.5× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 25.1× vs a 8.5× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 26× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
at the pricey end of its own range (97th percentile)
P/EMedianEPS (TTM) (quarterly)
27.3×₹46.020.8×₹34.514.3×₹23.07.8×₹11.51.3×₹0.0×25.10×₹9Feb 16Mar 18Apr 20May 22Jul 26
27.3×₹46.020.8×₹34.514.3×₹23.07.8×₹11.51.3×₹0.0×25.10×₹9Feb 16Apr 20Jul 26
P/E
25.1×
97th percentile of 10y

The price move, decomposed: over 5y, of the −2.3%/yr price move, ~−14.4%/yr came from earnings growth and ~+12.1 pp from the multiple (expanding); over 10y, of the +19.5%/yr price move, ~+6.2%/yr came from earnings growth and ~+13.3 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is full against its own past, so the story rests on the earnings line underneath it, not the multiple.

A quarterly PEG curve, which only the second data source carries, is not drawn on this page: its two data sources disagree by up to 72% on reported income across 15 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: No read

Stage: No read Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Rain Industries Ltd reads as no read on its fundamental arc. Under eight usable quarters on the growth trio — not enough history for an honest trajectory read. The read is built from 8 quarters across 2 curves, on partial evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. Base-effect spikes shown pinned (▲). A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
17%−101%6.5%−154%−4.5%−208%−15%−261%−26%−315%%%14.4%−121.7%−300%Jun 23Sep 24Mar 26
17%−101%6.5%−154%−4.5%−208%−15%−261%−26%−315%%%14.4%−121.7%−300%Jun 23Sep 24Mar 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
18%14%9.5%5.2%0.8%%8%FY22FY23FY25
18%14%9.5%5.2%0.8%%8%FY22FY23FY25
Revenue growth
Flat
latest +14.4% · span −23.4% to +14.4%
ROCE
Stuck low
latest 8.0% · span 2.0%–17.0%

Why it matters: with too little history, an honest page says so instead of guessing a trajectory.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

Fewer than eight usable quarters on the growth curves — this page will not guess a trajectory from a stub of history.

Growth, year by year: revenue +10.2% in FY25, profit null Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
49%337%32%202%15%67%−2.7%−68%−20%−202%%%10.2%−150.5%FY15FY20FY25
49%337%32%202%15%67%−2.7%−68%−20%−202%%%10.2%−150.5%FY15FY20FY25
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+14.4%) with the last 8 annualized (+3.4%). Spikes shown pinned (▲).
revenue accelerating
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
17%−240%6.5%−256%−4.5%−272%−15%−288%−26%−304%%%14.4%−300%Jun 23Sep 24Mar 26
17%−240%6.5%−256%−4.5%−272%−15%−288%−26%−304%%%14.4%−300%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+10.2%−6.9%+10.1%+5.2%
Profit−55.8%−25.4%−7.7%
EPS−69.1%−40.3%−18.4%
Share price+37.8%+7.9%−2.3%+19.5%
Revenue YoY (Mar 26)
+20.0%
latest quarter vs a year ago
Revenue 10y
5.2%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

61.4/100 — rank 4 of 26 in Cement · 65% evidence confidence

Rain Industries Ltd scores 61.4 out of 100 against the 26 companies it is compared with in Cement, ranking 4. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 22.6 + 8.6 + 10.2 + 20 = 61.4. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Rain Industries Ltd reported ₹4,521 Cr of revenue in the Mar 26 quarter, +20.0% year on year. That is the 5th straight quarter of year-on-year growth. Over 10 years it has compounded at 5.2% a year. The last full year, FY25, came in at ₹16,946 Cr. The last four reported quarters add to ₹17,699 Cr.

Rain Industries Ltd reported ₹4,521 Cr of revenue in the Mar 26 quarter, +20.0% year on year. That is the 5th straight quarter of year-on-year growth. Over 10 years it has compounded at 5.2% a year. The last full year, FY25, came in at ₹16,946 Cr. The last four reported quarters add to ₹17,699 Cr.

FY25 revenue came in at ₹16,946 Cr (+10.2% on the year), capping 10 years at 5.2% compound. The latest quarter (Mar 26) printed ₹4,521 Cr, +20.0% year on year — the 5th consecutive quarter of year-over-year growth.

FY25 revenue ₹16,946 Cr (+10.2% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
5.2% a year over 10 years
RevenueYoY growth
22.7k49%17.0k32%11.3k15%5.7k−2.7%0−20%₹ Cr%₹16,94610.2%FY15FY20FY25
22.7k49%17.0k32%11.3k15%5.7k−2.7%0−20%₹ Cr%₹16,94610.2%FY15FY20FY25
Mar 26: ₹4,521 Cr (+20.0% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
5th straight quarter of growth
Revenue (quarterly)YoY growth
5.0k24%3.7k9.5%2.5k−5.1%1.2k−20%0−34%₹ Cr%₹4,52120%Jun 23Sep 24Mar 26
5.0k24%3.7k9.5%2.5k−5.1%1.2k−20%0−34%₹ Cr%₹4,52120%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +14.6% growth against the decade's 5.2% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +14.4% over the last 4 quarters against +3.4%/yr over the last 8 — accelerating.

→ Revenue grew — did margins hold as it scaled? Next: 15.0% this quarter (+5.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Rain Industries Ltd's operating margin is 15.0% in the Mar 26 quarter, +5.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 5.0% to 20.0%. The current quarter sits inside that band.

Rain Industries Ltd's operating margin is 15.0% in the Mar 26 quarter, +5.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 5.0% to 20.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 15.0%, +5.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 5.0%–20.0%.

Why the margin moved: operating margin went +5.3 pp year on year while gross margin went +2.2 pp — the gain came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY25: 13.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 5.0–20.0% band over 13 years
operating marginYoY change (pp)
21%6.4%17%1.4%13%−3.5%8.2%−8.4%3.8%−13%%%13%5%FY13FY19FY25
21%6.4%17%1.4%13%−3.5%8.2%−8.4%3.8%−13%%%13%5%FY13FY19FY25
Mar 26: 15.0% operating margin (+5.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
17%28%8.7%14%0.0%−1.0%−8.7%−16%−17%−30%%%15%5%Jun 23Sep 24Mar 26
17%28%8.7%14%0.0%−1.0%−8.7%−16%−17%−30%%%15%5%Jun 23Sep 24Mar 26

→ Margins held — did that reach the bottom line? Next: profit null in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Rain Industries Ltd earned ₹158 Cr of net profit in the Mar 26 quarter. Full-year FY25 profit was ₹136 Cr. The 10-year compound rate is −7.7%. That is 3.5% of the quarter's revenue. The same quarter a year earlier lost ₹115 Cr. 7 of the last 12 reported quarters were loss-making.

Rain Industries Ltd earned ₹158 Cr of net profit in the Mar 26 quarter. Full-year FY25 profit was ₹136 Cr. The 10-year compound rate is −7.7%. That is 3.5% of the quarter's revenue. The same quarter a year earlier lost ₹115 Cr. 7 of the last 12 reported quarters were loss-making.

Mar 26 profit was ₹158 Cr, null year on year. On the full year, FY25 printed ₹136 Cr (null), and the 10-year compound rate is −7.7%.

FY25 profit ₹136 Cr (null YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
−7.7% a year over 10 years
Net profitYoY growth
1.8k370%1.1k230%39190%−298−49%−986−189%₹ Cr%₹136−150.5%FY15FY20FY25
1.8k370%1.1k230%39190%−298−49%−986−189%₹ Cr%₹136−150.5%FY15FY20FY25
Mar 26: ₹158 Cr (null YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
310−48%−63−292%−436−536%−809−780%−1.2k−1,024%₹ Cr%₹158−121.7%Jun 23Sep 24Mar 26
310−48%−63−292%−436−536%−809−780%−1.2k−1,024%₹ Cr%₹158−121.7%Jun 23Sep 24Mar 26

→ Profit rose — but did the cash follow? Next: 115% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 115% of Rain Industries Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY25 that was ₹897 Cr of operating cash against ₹136 Cr of profit. After ₹2,144 Cr of capital spending, ₹−1,247 Cr was left as free cash.

FY25: operating cash of ₹897 Cr against reported profit of ₹136 Cr, leaving free cash of ₹−1,247 Cr after ₹2,144 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 115% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY25: CFO ₹897 Cr vs profit ₹136 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
115% of 3-year profit arrived as cash
Operating cashNet profitFree cash
3.4k2.2k908−342−1.6k₹ Cr₹897₹136₹−1,247FY15FY20FY25
3.4k2.2k908−342−1.6k₹ Cr₹897₹136₹−1,247FY15FY20FY25
FY25: CFO = 660% of profit (three-year rate 115%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
319%251%183%115%47%%300%FY15FY20FY25
319%251%183%115%47%%300%FY15FY20FY25

Why conversion sits at 115%: the cash cycle stretched 39 days between FY20 and FY25 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: no single sink dominates — the next section checks both the working-capital cycle and the capital spending.

→ So follow the cash to where it goes. Next: a 134-day cycle and ₹2,940 Cr of building.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Rain Industries Ltd's cash conversion cycle runs 134 days in FY25, up from 95 days in FY20. Capital spending ran ₹2,940 Cr over the last 3 years. At FY25 sales of ₹16,946 Cr each day of that cycle holds about ₹46.4 Cr, so roughly ₹6,221 Cr sits inside the business at any moment.

FY25: debtors at 44 days, inventory at 137 days — roughly 4.5 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 134 days, looser than FY20's 95.

The full loop: cash goes out to suppliers and production on day 0; stock waits 137 days to sell; customers pay about 44 days after that; and suppliers themselves are paid at 47 days — netting out to the 134-day cycle.

In money terms: at FY25 sales of ₹16,946 Cr, each day of the cycle holds about ₹46.4 Cr — so the 134-day loop keeps roughly ₹6,221 Cr sitting inside the business at any moment.

FY25: a 134-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
+39 days vs FY20
Cash cycleInventory daysDebtor daysPayable days
155122905724days134d137d44d47dFY13FY16FY19FY22FY25
155122905724days134d137d44d47dFY13FY19FY25

On the investment side: capital spending of ₹2,940 Cr over the last 3 fiscal years against ₹2,505 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹336 Cr (FY25) — capacity paid for but not yet earning.

FY25: capex ₹2,144 Cr, work-in-progress ₹336 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
steady investment
CapexWork-in-progress
2.3k1.7k1.2k5790₹ Cr₹2,144₹336FY15FY17FY20FY22FY25
2.3k1.7k1.2k5790₹ Cr₹2,144₹336FY15FY20FY25

The synthesis: neither the cycle nor the build-out is hoarding the cash — the machine is reasonably clean.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 8%.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Rain Industries Ltd earns a ROCE of 8% in FY25. That is up from a trough of 2% in FY23. A return-on-invested-capital spread against the cost of capital is not computable from what is held here. The wiring behind it is 0.8% net margin on 0.82× asset turns.

FY25 ROCE is 8%, recovered from a FY23 trough of 2% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY25): 0.8% net margin × 0.82× asset turns × 2.79× balance-sheet leverage ≈ 1.8% on equity. Margin does its share; leverage is a meaningful part of the equation.

FY25: ROCE 8% Return on capital employed by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY23's 2%
ROCEWACC
18%14%9.5%5.2%0.8%%8%FY13FY16FY19FY22FY25
18%14%9.5%5.2%0.8%%8%FY13FY19FY25

The quarterly return curves and the return-on-invested-capital overlay, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 72% on reported income across 15 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 1.32.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings; interest cover says how many times operating profit pays the interest bill. Low and high, respectively, is the safe corner.

Rain Industries Ltd carries ₹9,824 Cr of borrowings against ₹7,449 Cr of equity in FY25, a debt-to-equity of 1.32. Operating profit covers the interest bill 2×. Over 5 years borrowings went from ₹8,859 Cr to ₹9,824 Cr. Capital spending ran ₹2,940 Cr across the last 3 of those years.

FY25: borrowings of ₹9,824 Cr against equity of ₹7,449 Cr — a debt-to-equity of 1.32. Operating profit covers the interest bill 2×. Over 5 years borrowings went from ₹8,859 Cr to ₹9,824 Cr while capital spending ran ₹2,940 Cr in just the last 3 — part of the build-out is riding on borrowed money.

FY25: borrowings ₹9,824 Cr at 1.32× equity Borrowings by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 13-year window. Quarterly balance-sheet history is not held for India — annual is the honest resolution.
the debt trajectory
BorrowingsDebt-to-equity
10.6k2.7×8.0k2.3×5.3k1.9×2.7k1.5×01.0×₹ Cr×₹9,8241.32×FY13FY16FY19FY22FY25
10.6k2.7×8.0k2.3×5.3k1.9×2.7k1.5×01.0×₹ Cr×₹9,8241.32×FY13FY19FY25

The total-debt and debt-to-equity series, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 72% on reported income across 15 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

→ Who owns this, and are they adding or leaving? Next: the register is quiet.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

No holder of Rain Industries Ltd moved a full percentage point over the last two years — the register is quiet. Promoters moved +0.2 points over the same window, to 41.4%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Foreign institutions: −0.4 points over 8 quarters to 8.0%; Promoters: +0.2 points over 8 quarters to 41.4%; Domestic institutions: +0.1 points over 8 quarters to 2.7%.

Fiscal-year ends: promoters +0.2 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
52%38%25%11%−1.9%%41.4%8.1%2.1%48.1%Mar 24Mar 25Mar 26
52%38%25%11%−1.9%%41.4%8.1%2.1%48.1%Mar 24Mar 25Mar 26
A quiet register: no holder moved a full point in two years Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
52%38%24%10%−3.6%%41.4%8.0%2.7%47.6%Jun 23Dec 24Jun 26
52%38%24%10%−3.6%%41.4%8.0%2.7%47.6%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Rain Industries Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Cement Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Rain Industries Ltd this page25.1×₹7,576 CrNo read
UltraTech Cement Ltd40.5×₹3.5L CrTurning around
Ambuja Cements Ltd21.1×₹1.1L CrImproving
Shree Cement Ltd57.4×₹96,480 CrTurning around
J K Cements Ltd44.7×₹43,649 CrMixed
Dalmia Bharat Ltd30.9×₹33,964 CrMixed
ACC Ltd13.2×₹25,180 CrMixed
The Ramco Cements Ltd730.0×₹21,616 CrTurning around
JSW Cement Ltd27.6×₹18,013 CrNo read
Nuvoco Vistas Corporation Ltd30.6×₹12,717 CrMixed
India Cements Ltd93.4×₹12,613 CrNo read
Star Cement Ltd20.6×₹8,281 CrTurning around
Birla Corporation Ltd13.2×₹7,367 CrTurning around
JK Lakshmi Cement Ltd17.9×₹7,107 CrTurning around
Prism Johnson Ltd₹5,437 CrNo read
HeidelbergCement India Ltd25.4×₹3,544 CrTurning around
Orient Cement Ltd12.9×₹2,749 CrMixed
Mangalam Cement Ltd18.5×₹2,706 CrNo read
Sagar Cements Ltd₹2,321 CrNo read
K C P Ltd10.4×₹2,097 CrTurning around
Shree Digvijay Cement Co. Ltd62.6×₹1,127 CrTurning around
NCL Industries Ltd6.4×₹835 CrNo read
Deccan Cements Ltd43.4×₹776 CrNo read
BIGBLOC Construction Ltd₹676 CrTurning around
Saurashtra Cement Ltd28.5×₹619 CrNo read
Shiva Cement Ltd₹517 CrNo read
12 · Frequently asked questions

Frequently asked questions

What is Rain Industries Ltd's share price today?

Rain Industries Ltd trades at ₹207, +37.8% over the past year. The company is valued at ₹7,576 Cr. The stock sits at 100% of its 52-week range of ₹105–₹207, +33.3% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 7 weeks in. — as of 24 July 2026.

What were Rain Industries Ltd's latest quarterly results?

Rain Industries Ltd reported revenue of ₹4,521 Cr and net profit of ₹158 Cr for the Mar 26 quarter. Earnings per share were ₹3.61. The operating margin was 15.0%, 5.0 pp higher than a year earlier. — as of 24 July 2026.

What is Rain Industries Ltd's revenue?

Rain Industries Ltd reported revenue of ₹4,521 Cr in the Mar 26 quarter, +20.0% year on year. For the full FY25 fiscal year, revenue was ₹16,946 Cr (+10.2%). Over the last 10 years revenue compounded at 5.2% a year. — as of 24 July 2026.

What is Rain Industries Ltd's profit?

Rain Industries Ltd earned ₹158 Cr of net profit in the Mar 26 quarter. Full-year FY25 profit was ₹136 Cr. The operating margin ran 15.0% in the latest quarter. — as of 24 July 2026.

What is Rain Industries Ltd's market cap?

Rain Industries Ltd's market capitalisation is ₹7,576 Cr at a share price of ₹207. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Rain Industries Ltd's P/E ratio?

Rain Industries Ltd trades at a P/E of 25.1×, at the 97th percentile of its own 10-year range, against a long-run median of 8.5×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Rain Industries Ltd pay a dividend?

Yes — Rain Industries Ltd's dividend payout was 79% of profit in FY25, and it recorded a payout in 11 of its last 13 reported fiscal years. 2 of those years show a negative ratio because profit itself was negative. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is Rain Industries Ltd overvalued?

On its own history, Rain Industries Ltd looks expensive against its own history: its P/E of 25.1× sits at the 97th percentile of its 10-year range (long-run median 8.5×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

How is Rain Industries Ltd performing?

Rain Industries Ltd is in a confirmed uptrend, 7 weeks in. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 16 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

Is Rain Industries Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 7 of stage 2), trading +33.3% versus its 200-day average and at 100% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Rain Industries Ltd beating the market?

On recent form, yes — Rain Industries Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 16 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.4 years the stock moved +589% against the NIFTY 500's +280% — ahead of the index over the full window. — as of 24 July 2026.

Will Rain Industries Ltd's share price go up?

This page publishes no price forecast for Rain Industries Ltd. What it measures instead: the share price is ₹207, the price is in a confirmed uptrend 7 weeks in. Its P/E of 25.1× sits at the 97th percentile of its own 10-year range. — as of 24 July 2026.

Who owns Rain Industries Ltd?

Promoters hold 41.4% of Rain Industries Ltd, foreign institutions 8.0%, domestic institutions 2.7% and the public 47.6% (latest quarter). No holder moved a full point over the last two years — the register is quiet. — as of 24 July 2026.

Does Rain Industries Ltd have too much debt?

It carries real leverage — Rain Industries Ltd's debt-to-equity is 1.32, and operating profit covers the interest bill 2×. FY25 borrowings were ₹9,824 Cr against equity of ₹7,449 Cr. Read the returns on this page with that leverage in mind — as of 24 July 2026.

What is Rain Industries Ltd's capex?

Rain Industries Ltd spent ₹2,940 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY25 alone that was ₹2,144 Cr, with ₹336 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Rain Industries Ltd's cash flow?

Rain Industries Ltd generated ₹897 Cr of operating cash flow in FY25 and ₹−1,247 Cr of free cash flow after ₹2,144 Cr of capital spending. Reported profit that year was ₹136 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Rain Industries Ltd's profit real cash?

Yes — over the last 3 fiscal years, 115% of Rain Industries Ltd's reported profit arrived as operating cash. In FY25, operating cash was ₹897 Cr against reported profit of ₹136 Cr. The cash then goes into a mix of the working-capital cycle and capacity. Cash-flow resolution is annual — as of 24 July 2026.

Where is Rain Industries Ltd in its business cycle?

Rain Industries Ltd's FY25 operating margin was 13.0%, against a 13-year band of 5.0%–20.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 15.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Rain Industries Ltd story?

The sharpest disagreement: the engine is strong, but at the 97th percentile of its own range you are paying full price for it. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Rain Industries Ltd a stock worth studying right now?

This is not investment advice. The machine read: Rain Industries Ltd is strength at full price. The numbers are improving — and a P/E at the 97th percentile of its own range says the market knows. The sharpest open question: whether the earnings grow into the multiple. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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