Unfair Advantage

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Unfair Advantage
Rain Industries (RAIN.NSE)

Rain Industries (RAIN.NSE)

World's largest raw material manufacturer for Aluminium industry

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AK
Jan 09, 2024
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Unfair Advantage
Rain Industries (RAIN.NSE)
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Summary:

  • Rain Industries is an Indian small-cap company (~$660M) that manufactures 2 carbon-based inputs for Aluminium Industry (10% of global market share). It also has a cement & value-added chemical business

  • The Company is ignored by market likely due to its ‘commodity’ nature, debt on their balance sheet and small market cap which drives most investor…

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