Rain Industries Limited - Management Presentation on Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the third quarter ended September 30, 2026

RAIN INDUSTRIES LIMITED Date: November 6, 2026 The General Manager The Manager Department of Corporate Services Listing Department BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Bandra Kurla Complex Dalal Street, Fort Bandra East Mumbai-400 001 Mumbai – 400 051 Dear Sir/Madam, Sub: Management Presentation on Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the third quarter ended September 30, 2026 – Reg. Ref : Scrip Code: 500339 (BSE) & Scrip code : RAIN (NSE) With reference to the above stated subject, given below is the link to the Management Presentation on Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the third quarter ended September 30, 2026: Link for Audio – Management Presentation: https://www.rain-industries.com/images/RIL-Management-presentation-Q3-2026.mp4 Please also find attached herewith the Transcript of Management Presentation on Un- Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the third quarter ended September 30, 2026. This is for your kind information and record. Thanking you, Yours faithfully, for Rain Industries Limited S. Venkat Ramana Reddy Company Secretary Regd. Office: Rain Center Phone : +91 (40) 40401234 34, Srinagar Colony Fax: + 91 (40) 40401214 Hyderabad 500073 Email:secretarial@rain-industires.com Telangana, India Website: www.rain-industries.com CIN:L26942TG1974PLC001693 Rain Industries Limited Management Commentary on Developments and Performance during the Third Quarter of 2026 Introduction – Sarang Pani Good day, and welcome to the Rain Industries Limited management presentation for the third quarter of 2026. My name is Sarang Pani, and I serve as General Manager – Corporate Reporting and Investor Relations at Rain Industries Limited. Thank you for joining us today. Earlier today, we released our financial results for the third quarter and nine months ended September 30, 2026, which are available on our website for your reference. During this presentation, we will walk you through the key highlights of the third quarter of 2026, covering safety, operational progress, market dynamics, segment and consolidated financial performance, and the strategic initiatives shaping our path forward. Page 1 of 20 Our speakers today are: Mr. Jagan Reddy Nellore – Managing Director, Rain Industries Limited Mr. Gerard Sweeney – Vice Chairman, RAIN Carbon Inc. Mr. T. Srinivasa Rao – Chief Financial Officer, Rain Industries Limited Before we begin, please note that certain statements made during this presentation may be forward-looking in nature. These may include, but are not limited to, statements regarding expected future performance, strategic initiatives, market trends, financial targets and anticipated outcomes. Such statements are based on management’s current assumptions, projections and the information available to us today. They are inherently subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. These factors include, among others, changes in market and economic conditions, geopolitical developments, raw material and energy price movements, regulatory developments and competitive dynamics. In addition, today’s presentation may include references to non-GAAP financial measures. These measures are intended to provide additional insight into our operating performance and should not be considered a substitute for measures prepared in accordance with GAAP. Page 2 of 20 Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are provided in the accompanying slide deck. With that, please turn to Slide 3. Mr. Jagan Reddy Nellore will now walk us through the key developments and strategic highlights for the RAIN Group during the third quarter of 2026. Jagan, over to you. Page 3 of 20 Slide 3 – Jagan Reddy Nellore Thank you, Sarang, and good day to everyone. As always, we begin with safety – the foundation of RAIN’s culture of operational excellence and the basis of everything we do. At the end of the third quarter of 2026, RAIN’s year-to-date Total Recordable Incident Rate, or TRIR, stood at 0.22. While this compares well with leading chemical and industrial benchmarks, we hold ourselves to a higher standard. Having achieved year-end TRIRs of 0.13 in 2024 and 0.11 in 2025, our teams across the Company are fully focused on returning to a TRIR at or below 0.15 by the end of this year. Encouragingly, a number of RAIN facilities around the world once again achieved their highest-ever number of days without a recordable incident – a testament to strong local leadership, disciplined execution and the proactive engagement of our employees and contractors. Our leadership teams are focused on sustaining this momentum and on sharing these sites’ best practices to drive improvement at locations that have faced greater challenges. Safety is embedded in our operating philosophy and in the decisions we make every day, from the frontline to senior management. This approach reinforces a culture of personal accountability and proactive prevention, Page 4 of 20 empowering every employee to identify, report and address unsafe conditions or behaviours well before they escalate. Slide 4 – Jagan Reddy Nellore Turning to Slide 4, our results for the third quarter of 2026 mark another quarter of steady progress towards normalised earnings. Geopolitical and climate-related developments continue to make our operating environment dynamic and uncertain, directly affecting energy and logistics and, in turn, our operating costs, raw material availability, and inbound and outbound transportation costs. Against this backdrop, we continue to combine business discipline with measured optimism, and we are pleased with the improved performance RAIN delivered during the quarter. Since the second quarter, global trade has continued to face disruption, and the conflicts in the Persian Gulf and Ukraine have persisted. The third quarter also brought an exceptionally dry summer in Europe, which raised logistics costs and constrained transport capacity for RAIN and other companies operating in the region. In addition, elevated oil prices resulting from the Persian Gulf conflict have increased transportation fuel costs worldwide. For RAIN, the greatest impact has been on movements into, out of and within Europe, where fuel costs were already the highest across our business portfolio. Page 5 of 20 While these factors weighed on our third quarter performance, lower-cost raw materials held in inventory early in the quarter helped us protect margins. Absent a resolution, however, we expect these conditions to continue to affect RAIN and adjacent sectors through the fourth quarter. Within our Carbon segment, the Calcination business continues to face direct pressure from the ongoing conflict in the Middle East. The direct and indirect impacts we described on last quarter’s call persisted throughout the third quarter and remain in effect today. Our Carbon Distillation business and our Advanced Materials segment continue to be affected by the war in Ukraine and by low water levels on European rivers. The war remains a major factor behind persistently high natural gas and coal tar costs worldwide, particularly in Europe, where RAIN operates, while low water levels have constrained the inland waterway network that is normally the region’s lowest-cost mode of transport. Here, RAIN’s long-term investments in flexible, multi-modal logistics infrastructure have proven their value, giving our European sites the ability to switch from waterways to alternative modes of transport, albeit at a higher cost. These infrastructure investments, combined with our flexible raw material sourcing strategy and rigorous cost management, enabled our Carbon Page 6 of 20 Distillation and Advanced Materials businesses to deliver relatively steady pe [Showing first 8,000 characters — download PDF for full document]