ALFA Finder| Revenue growth | 7% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin expansion driven by volume growth and fixed cost optimization. |
| Demand visibility | Subdued due to heatwaves, delayed monsoons, and crop shifts. |
Growth
Revenue rose 7%, EBITDA 23%, and PAT 31% YoY. Crop Care revenue grew 7%; Seeds revenue grew 6%.
Outlook
Focus on domestic underserved segments, R&D investments, and scaling international B2B alliances. Launched 9 products across cotton/millet/paddy.
Risks
Subdued demand due to severe heatwaves, delayed monsoons, and reduced cotton acreages. Geopolitical war situation impacted planning.
Last quarter's promises, checked
Delivered
- Guided high double-digit Seeds growth → delivered 6% in Q1 FY27 (= MISS)
- Guided 2 new Seeds products → launched 9 products (= BEAT)
- Guided liquidation of Benzilla/Clasto inventory → aggressive liquidation achieved (= BEAT)
Partly delivered
- Guided 15-25% cost pass-through → achieved margin expansion but demand remained subdued (= PARTIAL)
Missed
- Guided mid-teen Seeds growth → delivered 6% (= MISS)
- Guided stable-to-soft margins → delivered 23% EBITDA growth (= BEAT)
Earnings Call filed with BSE, NSE: RALLIS. Summary written with AI assistance from the document.
Rallis India Ltd: key numbers
- Share price
- ₹189.25
- Market cap
- ₹3,680 Cr
- Revenue (annual)
- ₹2,897 Cr
- Net profit (annual)
- ₹183.9 Cr
- P/E (TTM)
- 18.7×Sector 35.1×
- Promoter holding
- 55.08%+0.00% QoQ
- FII holding
- 6.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rallis India Ltd
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Rallis India Legal & Regulatory
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- Value
- ₹8.31 Cr
Rallis India Earnings Call Transcript: Key Takeaways
Rallis India faced a muted Q2 with flat revenue and declining margins due to erratic rainfall impacting domestic demand and generic pricing pressure in exports.
Rallis India Investor Presentation: Key Takeaways
Rallis India reported flat Q2 revenue and 18% EBITDA decline due to weak monsoons and input cost pressures. Strategy focuses on new product launches and B2B export growth.
Rallis India Results Update
Rallis India reported Q2 FY27 revenue of ₹858 crore and PAT of ₹85 crore, navigating a challenging business environment. H1 revenue reached ₹1,880 crore.