Rallis India Limited
1,585words
8turns
0analyst exchanges
0executives
Key numbers — 38 extracted
80%
3 million
4 million
₹ 100
11%
13%
16%
14%
15%
₹783
₹ 957
₹ 96
Guidance — 7 items
Creating Power Brands
opening
“₹ 100+ Cr each; Tail brand reduction Crop Protection - Innovation Turnover Index 11% 11% 13% 16% 14% Farmers Meeting Our ambition is to deliver minimum 15% ITI FY21 FY22 FY23 FY24 FY25 Copyright © Rallis India Limited.”
Bio-Pesticides
opening
“8 Q1 FY26 RESULTS DOMESTIC CROP PROTECTION EXPORTS CROP PROTECTION CUSTOM SYNTHESIS MANUFACTURING SOIL & PLANT HEALTH SEEDS Copyright © Rallis India Limited.”
Bio-Pesticides
opening
“10 Financial Snapshot - Q1 FY26 Crop Care REVENUE Q1 FY25: ₹561 Cr; Q1 FY26 ₹ 652 Cr EBITDA Q1 FY25: ₹ 48 Cr; Q1 FY26 ₹ 70 Cr PAT AEI Q1 FY25: ₹ 18 Cr; Q1 FY26 ₹ 40 Cr ₹ Cr.”
Bio-Pesticides
opening
“652 561 70 48 40 18 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 • Crop Protection B2C revenue is up by 13% • EBITDA increased by 47% vs Q1 PY • PAT increased by 123% vs Q1 PY vs Q1 PY • Soil & Plant Health (SPH) business is up by 33% vs Q1 PY • B2B revenue is up by 23% vs Q1 PY • Cost efficiencies continue to be pursued across the value chain Amounts for the current and previous periods are rounded off to the nearest ₹ crores Copyright © Rallis India Limited.”
Bio-Pesticides
opening
“11 11 Financial Snapshot - Q1 FY26 Seeds EBITDA Q1 FY25: ₹ 48 Cr; Q1 FY26 ₹ 80 Cr Q1 FY25: ₹222 Cr; Q1 FY26 ₹ 305 Cr REVENUE PAT AEI Q1 FY25: ₹ 30 Cr; Q1 FY26 ₹ 55 Cr ₹ Cr.”
Bio-Pesticides
opening
“305 222 80 55 48 30 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 • Seeds revenue is up by 38% vs Q1 PY • Strong Diggaz (North cotton) liquidation.”
Bio-Pesticides
opening
“13 13 Sustainability Goals Aligned to Tata Group’s Flagship Project “Aalingana” 30% reduction in absolute CO2 footprint by 2030 Double the Renewable Energy by 2025 Zero landfill by 2030 100% replenishment of fresh water Focusing on environment- friendly portfolio Develop Climate resilient traits 14 Copyright © Rallis India Limited.”
Advertisement
Risks & concerns — 1 flagged
Boost plant performance Stress tolerance
— Bio-Stimulants
Speaking time
1
1
1
1
1
1
1
1
Advertisement
Opening remarks
OVERALL
B2B (Domestic, Exports, CSM): B2C (Domestic Brand): WIDEN REACH, EXTEND PORTFOLIO OFFERINGS TARGETED R&D INVESTMENTS DIGITAL / DATA DRIVEN ORGANIZATION CULTURE FOCUS ON COST COMPETITIVENESS BUILD STRATEGIC ALLIANCES CAPTURE UNDERSERVED CROP PROTECTION SEGMENTS PLUG PORTFOLIO GAPS IN MAIZE, PADDY INTENSIFY CUSTOM SYNTHESIS MANUFACTURING ENHANCED FOCUS ON SOIL & PLANT HEALTH SOLUTIONS EXTEND NORTH COTTON SUCCESS TO OTHER MARKETS Copyright © Rallis India Limited. All rights reserved. 4 Customer Centricity. Leveraging Digital, Collaborations and Alliances 4 Domestic Crop Protection • Portfolio expansion • Widen reach • Digital as multiplier Comprises of domestic branded formulations and Inst business (Herbicides, Insecticides, Fungicides) Deepen customer relationships leveraging digital Participate in under- represented and high growth segments. Higher no. of new launches in Herbicides
Creating Power Brands
₹ 100+ Cr each; Tail brand reduction Crop Protection - Innovation Turnover Index 11% 11% 13% 16% 14% Farmers Meeting Our ambition is to deliver minimum 15% ITI FY21 FY22 FY23 FY24 FY25 Copyright © Rallis India Limited. All rights reserved. Anubandh Retailer Meeting 5 5 Exports Business Export of Catalogue products (Active Ingredients, Formulations) and Custom Synthesis Manufacturing (CSM) Committed to expand product and customer portfolio in CSM Strengthening R&D, process scale-up and manufacturing Intensify Building Strategic Alliances with Key Players Upgrading pilot plants to strengthen process scale-up capabilities Crop Care B2B CSM Increased Global outreach to 70+ countries Catalogue Products Manufacturing Prowess Crop Care B2B Priorities: • • • • Customer base expansion Strategic alliances Focus on CSM R&D, Process scale-up 6 MPP, Dahej Copyright © Rallis India Limited. All rights reserved. 6 Soil & Plant Health Solutions
Bio-Pesticides
Reduce chemical use Promoting Bio-diversity Expanding Horizons to Offer comprehensive suite of Soil and Plant Health solutions (SPH) that support regenerative agriculture GeoGreen Farmer Meeting Field visit 7 Copyright © Rallis India Limited. All rights reserved. 7 Seeds Business in research, Engaged development, production, processing and distribution of hybrid seeds for field crops Field Crops: Paddy, Maize, Bajra, Cotton, Mustard and Wheat. This is also supported through in-licensing partnerships with leading players focus on We have our high-growth developing crop across segments categories continue & strengthening our presence in emerging channels CUSTOMER CENTRIC PARTNERING INVESTMENT PRODUCT DEVELOPMENT (FIELD TESTING) CATEGORY MANAGEMENT Germplasm Sourcing Growers & Organizers Institutional Collaboration PORTFOLIO STRENGTHENING Out-licensing Asset Light Model In-licensing R&D DIGITIZATION TARGETED DEMAND GENERATION 8 Copyright © Rallis India Limited. All rights reserved. 8 Q1 F
Advertisement