ALFA Finder| Management target | Revenue 8.0% FY27 |
|---|
| Revenue growth | 7% YoY growth driven by 5% pricing and 2% volume increase. |
|---|---|
| Margins | EBITDA expanded 23%, aided by one-time provision reversal of ₹35 Cr. |
| Demand visibility | Subdued due to late monsoons; recovery expected as sowing catches up. |
| Management confidence | Balanced, acknowledging sector stress while highlighting long-term structural R&D shifts. |
Growth
Growth was 7% YoY, driven mostly by a 5% pricing increase while volume lagged at 2%. Domestic B2C outperformed exports.
Outlook
Aims for 500 bps EBITDA margin expansion over five years. Industry expects 6-8% agrochemical growth for FY27.
Risks
Exports degrew 28% due to Chinese price competition. Delayed monsoons and El Niño remain critical threats to Kharif demand.
Last quarter's promises, checked
Delivered
- Guided Seeds growth → delivered 15% YoY growth (= BEAT)
- Guided Crop Care growth → delivered 8% YoY growth (= BEAT)
- Guided B2C revenue growth → delivered 5% YoY growth (= BEAT)
Partly delivered
- Guided inventory normalization → delivered slightly elevated levels (= PARTIAL)
Missed
- Guided B2B revenue → delivered 7% decline (= MISS)
- Guided Export topline → delivered 33% de-growth (= MISS)
Earnings Call Transcript 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.
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Rallis India Legal & Regulatory
Rallis India received an income tax give-effect order dropping a Rs.408 crore demand for AY 2022-23. The company will get a refund of Rs.8.31 crore including Rs.1.79 crore interest.
- 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.