RALLISNSEJanuary 18, 2023

Rallis India Limited

1,578words
2turns
0analyst exchanges
0executives
Key numbers — 20 extracted
rs,
ed. 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
35%
u Upgrading pilot plants to strengthen process scale-up capabilities ₹ Crs REVENUE MIX 35% 40% FY22 FY25e 65% 60% ● Significant market share in 2 a.i.s and dominant across the
40%
grading pilot plants to strengthen process scale-up capabilities ₹ Crs REVENUE MIX 35% 40% FY22 FY25e 65% 60% ● Significant market share in 2 a.i.s and dominant across the globe
65%
to strengthen process scale-up capabilities ₹ Crs REVENUE MIX 35% 40% FY22 FY25e 65% 60% ● Significant market share in 2 a.i.s and dominant across the globe ● Expanding manufac
60%
trengthen process scale-up capabilities ₹ Crs REVENUE MIX 35% 40% FY22 FY25e 65% 60% ● Significant market share in 2 a.i.s and dominant across the globe ● Expanding manufacturing
12%
expansion of registrations across key markets ● Significant growth from Formulation business 12% CAGR INTERNATIONAL DOMESTIC Copyright © Rallis India Limited. All rights reserved. DOMESTIC
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
1%
AT AEI ₹ Crs • • • Overall revenue at par as compared to PY Q3 Crop care revenue grew by 1% largely driven by domestic business. Seeds business revenue lower, Rs 24 Cr vs Rs 28 Cr PY Q3
Rs 24
Crop care revenue grew by 1% largely driven by domestic business. Seeds business revenue lower, Rs 24 Cr vs Rs 28 Cr PY Q3 • • • Gross Margins largely maintained and through procurement decision
Rs 28
venue grew by 1% largely driven by domestic business. Seeds business revenue lower, Rs 24 Cr vs Rs 28 Cr PY Q3 • • • Gross Margins largely maintained and through procurement decisions pricing
21%
s,, provision taken for retrospective rent demand by MbPA. EBITDA compared to PY Q3 lower by 21% as as • • Lower cash and higher borrowings compress “Other Income” and increase Finance Costs
Guidance — 1 items
STRENGTHEN CAPABILITY
opening
Wealth Out of Waste' Metribuzin Project Received Two Safety Awards by National Safety Council - MH Chapter: Lote Plant Scheme 1.
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Risks & concerns — 1 flagged
EBITDA compared to PY Q3 lower by 21% as as • • Lower cash and higher borrowings compress “Other Income” and increase Finance Costs Depreciation on newly commissioned plant has an impact of Rs.
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; MPP’s – Multi Purpose Plants 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 New Product launches in YTD FY23 9(3) products Daksh Plus (Pendimethalin + Metribuzin), H-Wheat Clasto (Pyrifluquinazon): I-Cotton Whitefly Capstone (Fenoxanil + Isoprothi
FOR ANY QUERIES PLEASE CONTACT BELOW
Subhra Gourisaria subhra.gourisaria@rallis.com Vijay Furia vijay.furia@rallis.com Gavin Desa gavin@cdr-india.com E-mail ID/s 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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