RAIN Industries Limited has reported that 42% of its consolidated revenue in the third quarter of 2025 came from its aluminium sector, highlighting significant growth within this segment. This aligns with the company's ongoing strategy to capitalize on global demand for aluminium products, especially given the restrictions imposed by the Chinese government on aluminium smelting capacity. The strong demand for aluminium smelters, particularly in key markets such as Indonesia, the Middle East, the United States, and China, presents RAIN with a unique opportunity to enhance its market share and revenue from this sector.

During a recent Q&A session, RAIN executives discussed the implications of the structural changes in the aluminium market. With the enforcement of production caps in China, the supply-demand dynamics are shifting, and RAIN is well-positioned to benefit from this trend. The company anticipates that non-Chinese smelters will increasingly drive demand for calcined petroleum coke (CPC) and pitch. RAIN’s strategic production locations and investments in logistics are expected to facilitate quick and reliable service to these markets, allowing the company to capture the anticipated growth in demand as global aluminium requirements rise.

Despite facing challenges in raw material procurement and competition in the Green Petroleum Coke market, RAIN has successfully improved its profitability margins over recent quarters. The company is actively managing cost pressures and is exploring the use of alternative raw materials to sustain its profitability. RAIN's commitment to innovation and strategic initiatives positions it to navigate current market volatility and aims for a return to normalized margins. As the company adapts to the evolving landscape of the aluminium and carbon markets, it remains focused on delivering long-term value for its shareholders.