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Earnings Call

Rallis India Earnings Call: Key Takeaways

Rallis India navigated a volatile FY26 with 9% annual revenue growth, despite adverse weather and global supply chain disruptions. Management maintains a cautious but optimistic stance focusing on inventory liquidation and product diversification.

Highlights
Revenue growth9% YoY growth in FY26 to ₹2,897 crore.
MarginsEBITDA improved Q4; annual margins stable to soft globally.
Demand visibilityWait-and-watch mode due to monsoon uncertainty and commodity prices.
Management confidenceCautiously optimistic while acknowledging extreme weather and cost volatility.

Growth

FY26 revenue rose 9% to ₹2,897cr; seeds segment grew 15% led by cotton and maize.

Outlook

Targeting high double-digit seeds growth; 3-4% sector growth expected for FY27.

Risks

El Niño impacts, high raw material costs (up 15-25%), and weak international demand (exports down 33%).

Source

Earnings Call filed with BSE, NSE: RALLIS. Summary written with AI assistance from the document.

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Rallis India Ltd: key numbers

Share price
₹200.38
Market cap
₹3,897 Cr
Revenue (annual)
₹2,897 Cr
Net profit (annual)
₹183.9 Cr
P/E (TTM)
18.2×Sector 37.5×
Promoter holding
55.08%+0.00% QoQ
FII holding
9.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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