| 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
- ₹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.
More from Rallis India Ltd
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Rallis India Earnings Call Transcript: Key Takeaways
Rallis India delivered a 7% revenue growth and 23% EBITDA jump, though profits were boosted by a one-time employee provision reversal. Management is managing a tough agrochemical environment using pricing hikes to offset volume sluggishness.
- Call
- Guides 8% growth
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- Key figure
- Net profit ₹125 Cr · +31.6% YoY
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Rallis India Earnings Call: Key Takeaways
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