Rain Industries Limited - Management Presentation on Un-Audited Financial Results of the Company (Standalone, Consolidated and Segment) for the Second Quarter and Half year ended June 30, 2026.

RAIN INDUSTRIES LIMITED RIL/SEs/2026 August 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 second quarter and half year ended June 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 second quarter and half year ended June 30, 2026: Link for Audio – Management Presentation: https://www.rain-industries.com/images/RIL-Management-presentation-Q2-2026.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 second quarter and half year ended June 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 Second Quarter of 2026 Introduction by Sarang Greetings to everyone. We welcome you all to today’s management presentation hosted by Rain Industries Limited. My name is Sarang Pani, and I serve as the General Manager of Corporate Reporting and Investor Relations here at Rain Industries Limited. Earlier today, we released our financial results for the second quarter and half year ending June 30, 2026. These results are now available on our website for your reference. In just a moment, we will walk you through the key performance highlights in Rain Industries Limited for the second quarter of 2026. We will provide insights into our operational progress, market dynamics and strategic initiatives that are shaping our path forward. The speakers for today are: Mr. Jagan Reddy Nellore – Managing Director of Rain Industries Limited Mr. Gerard Sweeney – Vice Chairman of RAIN Carbon Inc Mr. T Srinivasa Rao – CFO of Rain Industries Limited Page 1 of 23 Before we begin today's discussion, the management would like to highlight that certain statements made during this presentation may be forward-looking in nature. These statements may include, but are not limited to, expectations regarding future performance, strategic initiatives, market trends, financial targets, and anticipated outcomes. Such forward-looking statements are based on our current assumptions, projections, and available information. However, they are inherently subject to a range of risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Factors that may impact our performance include changes in market conditions, regulatory developments, competitive dynamics, and other risks. Additionally, today’s presentation may include references to non-GAAP financial measures. These metrics are intended to provide additional insight into our operational performance and should not be considered as substitutes for GAAP measures. Reconciliations of these non-GAAP measures to the most directly comparable GAAP figures are available in the accompanying slide deck. Now, please turn to Slide 3 of the presentation and Mr. Jagan Nellore will walk us through the key developments and strategic highlights during the second quarter of 2026 for RAIN Group. With that, I hand it over to Mr. Jagan. Page 2 of 23 Slide 3 – Jagan Reddy Nellore Thank you, Sarang, and good day to everyone. As always, we will begin our presentation by addressing the fundamental cornerstone of RAIN’s culture of operational excellence, safety, which underpins how we operate. At the end of the second quarter of 2026, our year-to-date Total Recordable Incident Rate, or TRIR, was 0.18. This is a world-class safety result and is in line with leading chemical and industrial benchmarks. While we always hold ourselves to the highest standards, we believe this performance demonstrates the strength of RAIN’s safety culture and the continued commitment of our teams across the world. At the same time, our aspiration remains to return to our own best-in-class benchmark of 0.15, which we have consistently achieved for nearly the past three years. We are especially encouraged that several of our facilities continued to reach highest number of days without a recordable incident, reflecting strong local ownership, disciplined execution, and proactive engagement by employees and contractors. Our leadership teams remain focused on sustaining this momentum and continuing to protect the well-being and safety of everyone on our sites and in the areas where we operate. Page 3 of 23 As our employees and investors know, RAIN’s core value of safety is deeply embedded in our operating philosophy and reflected in decisions made at every level of the organization, from senior management to frontline teams. Our focused approach emphasizes initiative-taking prevention and personal accountability, empowering every employee to identify, report, and address unsafe conditions or behaviours well before they escalate. Slide 4 – Jagan Reddy Nellore Turning now to Slide 4, we are encouraged by the results of the second quarter of 2026, as they reflect continued progress towards a more normalized earnings profile. The quarter represents an important step towards the upper end of our historical quarterly EBITDA range. That said, we are mindful that the operating environment remains highly fluid, with several global geopolitical, energy, logistics, and market-related variables that remain difficult to predict with confidence. Therefore, while the quarter’s performance is positive, we believe it is appropriate to view it with measured optimism and continued discipline. As you can imagine, there is a confluence of global geopolitical and market factors which loomed large in RAIN arriving at these results. During last quarter’s call, we discussed the impact of the Persian Gulf conflict has had on many of the global industries upstream, downstream, Page 4 of 23 and alongside of RAIN’s business. The hostilities and trade route closures in the region have without a doubt impacted these industries. For example, crude oil quality impacts green petroleum coke, or GPC, quality. If a refinery can no longer import a certain quality crude oil from the region, and instead consumes a different crude, the quality of its GPC will likely change. If commodity and energy prices rise in certain regions due the shortage of LNG, crude oil or petrochemicals, certain industries may delay purchases, curtail production, and/or raise their own sales prices, causing inflationary pressures. Likewise, if Aluminium Smelters or Oil Refineries in the Persian Gulf region cannot receive raw materials or ship out their finished products due to logistical blockages, they may curtail their production, driving competitors outside of the region to then increase their own production to fill global market gaps. These examples highlight the interconnectivity of the global energy and commodity markets in which RAIN operates, and all of these have to some degree impacted us, our competitors, our raw material suppliers and the end-customers of RAIN’s Carbon, Advanced Materials and Cement segments. Within our business lines, our Carbon segment’s Calcination business faces the most direct pressure from the on-going situation in the Persian Gulf area compared to our Carbon Distillation, Advanced Materials a [Showing first 8,000 characters — download PDF for full document]