RALLISNSEQ1 FY23July 19, 2022

Rallis India Limited

1,759words
2turns
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0executives
Key numbers — 28 extracted
rs,
ied. Important factors that could make a difference to the Company’s operations include, among others, economic conditions affecting demand / supply, price conditions in the domestic and overseas market
80%
iness (Fungicides, Insecticides, Herbicides) Well entrenched connect with farmers covering 80% of India’s districts Research efforts focused on developing customized products and package
16%
momentum has been disrupted due to slow down in market development activities because of Covid. 16% 11% 10% 12% 11% 7% FY17 FY18 FY19 FY20 FY21 FY22 ITI – Innovation Turnover
11%
tum has been disrupted due to slow down in market development activities because of Covid. 16% 11% 10% 12% 11% 7% FY17 FY18 FY19 FY20 FY21 FY22 ITI – Innovation Turnover Index
10%
s been disrupted due to slow down in market development activities because of Covid. 16% 11% 10% 12% 11% 7% FY17 FY18 FY19 FY20 FY21 FY22 ITI – Innovation Turnover Index (Reven
12%
disrupted due to slow down in market development activities because of Covid. 16% 11% 10% 12% 11% 7% FY17 FY18 FY19 FY20 FY21 FY22 ITI – Innovation Turnover Index (Revenue fro
7%
ue to slow down in market development activities because of Covid. 16% 11% 10% 12% 11% 7% FY17 FY18 FY19 FY20 FY21 FY22 ITI – Innovation Turnover Index (Revenue from products
35%
ing pilot plants to strengthen process scale-up capabilities REVENUE MIX IB REVENUE TREND 35% 40% FY17 FY18 FY19 FY20 FY21 FY22 12% CAGR FY22 FY25e 65% 60% INTERNATIONAL D
40%
lot plants to strengthen process scale-up capabilities REVENUE MIX IB REVENUE TREND 35% 40% FY17 FY18 FY19 FY20 FY21 FY22 12% CAGR FY22 FY25e 65% 60% INTERNATIONAL DOMESTI
65%
MIX IB REVENUE TREND 35% 40% FY17 FY18 FY19 FY20 FY21 FY22 12% CAGR FY22 FY25e 65% 60% INTERNATIONAL DOMESTIC • • • • • • • • Significant market share in 2 a.is and domin
60%
IB REVENUE TREND 35% 40% FY17 FY18 FY19 FY20 FY21 FY22 12% CAGR FY22 FY25e 65% 60% INTERNATIONAL DOMESTIC • • • • • • • • Significant market share in 2 a.is and dominant ac
1.8x
nt Well defined product portfolio covering diverse segments across various crops More than 1.8x growth in last 5 years (till FY22) Good future potential to grow given the market situation a
Guidance — 6 items
STRENGTHEN CAPABILITY
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INVESTING FOR FUTURE GROWTH PLANS MPP Progress MPP at Dahej - Project progressing.
STRENGTHEN CAPABILITY
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Project completion by Nov 2022 Formulation plant fully commissioned and production started Pilot Plant at Dahej – Fully Commissioned Copyright © Rallis India Limited.
STRENGTHEN CAPABILITY
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COMMUNITY SUPPORT ACTIVITIES RUBY: Rallis Ujjwal Bhavishya Yojana; TaRa: Tata Rallis; C-SAFE: Center for Sustainable Agriculture and Farm Excellence Focus Going Forward • Growth: Continue to drive growth momentum.
STRENGTHEN CAPABILITY
opening
Inventory in market across industry is high and the focus will be on judicious liquidation of stocks.
STRENGTHEN CAPABILITY
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Pricing actions will be judicious to manage volumes and overall profitability.
STRENGTHEN CAPABILITY
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• Working Capital: Focus will be on ensuring production whilst optimising the overall Working Capital over the year.
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Risks & concerns — 1 flagged
Seeds business continues to be under pressure Copyright © Rallis India Limited.
STRENGTHEN CAPABILITY
Speaking time
STRENGTHEN CAPABILITY
1
FOR ANY QUERIES PLEASE CONTACT BELOW
1
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Opening remarks
STRENGTHEN CAPABILITY
PEOPLE & PROCESS DCP – Domestic Crop Protection; IB – International Business; DCN – Domestic Crop Nutrition BD- Brand Development Copyright © Rallis India Limited. All rights reserved. SERVING FARMERS THROUGH SCIENCE DOMESTIC CROP PROTECTION Focused on 3 pillars - Extend portfolio offerings, Strengthen manufacturing and Widen markets Comprises of domestic branded formulations and Institutional business (Fungicides, Insecticides, Herbicides) Well entrenched connect with farmers covering 80% of India’s districts Research efforts focused on developing customized products and packages of practices by understanding their emerging needs Identified category, segment and portfolio gaps for future product development. Various segments across categories have been chosen for new product development and commercialization ITI CROP CARE ITI momentum has been disrupted due to slow down in market development activities because of Covid. 16% 11% 10% 12% 11% 7% FY17 FY18 FY19 FY20 FY21 FY22 ITI – Innova
FOR ANY QUERIES PLEASE CONTACT BELOW
Subhra Gourisaria subhra.gourisaria@rallis.com Vijay Furia vijay.furia@rallis.com Gavin Desa gavin@cdr-india.com Suraj Digawalekar suraj@cdr-india.com SERVING FARMERS THROUGH SCIENCE Registered Office Rallis India Limited 23rd Floor, Vios Tower, New Cuffe Parade, Off Eastern Freeway, Wadala, Mumbai – 400037 CIN: L36992MH1948PLC014083 Tel. No.: +91 22 6232 7400 E-mail address: investor_relations@rallis.com Website: www.rallis.com Copyright © Rallis India Limited. All rights reserved.
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