RALLISNSEOctober 16, 2025

Rallis India Limited

1,921words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs 17
solutions • Initial development of products and solutions Research & Development 30 Key Partners 17 Patents • • Farmer connect Strong distribution network • Building impactful customer relation
rs 50
r Network Domestic 8 Mn+ Farmer connects 6,600 Dealers * Crop Care B2C + Seeds 95,000 Retailers 50+ B2B customers Seeds 1,800 Seed villages 28,000 Growers CFAs / Depots Exports 80+ Export cus
80%
Copyright © Rallis India Limited. All rights reserved. 4 Extensive distribution network covering 80% of India’s districts 4 Customer Engagement PRODUCT PROMOTION FARMER ENGAGEMENT CHANNEL ENGAGE
rs 5
ENGAGEMENT Building lasting relationships with trade partners and establishing loyalty with customers 5 “Crop Nutrition/Biologicals & Specialty solutions” is referred to as ”Soil and Plant health solution
₹261
© Rallis India Limited. All rights reserved. 11 Financial Snapshot - Q2 and H1FY26 EBITDA H1FY25: ₹261 Cr; H1FY26 ₹303 Cr H1FY25: ₹1,711 Cr; H1FY26 ₹1,818 Cr REVENUE 957 783 928 861 166 154 150
₹303
imited. All rights reserved. 11 Financial Snapshot - Q2 and H1FY26 EBITDA H1FY25: ₹261 Cr; H1FY26 ₹303 Cr H1FY25: ₹1,711 Cr; H1FY26 ₹1,818 Cr REVENUE 957 783 928 861 166 154 150 96 PAT AEI H1
₹1,711
s reserved. 11 Financial Snapshot - Q2 and H1FY26 EBITDA H1FY25: ₹261 Cr; H1FY26 ₹303 Cr H1FY25: ₹1,711 Cr; H1FY26 ₹1,818 Cr REVENUE 957 783 928 861 166 154 150 96 PAT AEI H1FY25: ₹146 Cr; H1FY
₹1,818
inancial Snapshot - Q2 and H1FY26 EBITDA H1FY25: ₹261 Cr; H1FY26 ₹303 Cr H1FY25: ₹1,711 Cr; H1FY26 ₹1,818 Cr REVENUE 957 783 928 861 166 154 150 96 PAT AEI H1FY25: ₹146 Cr; H1FY26 ₹197 Cr ₹ Cr.
₹146
FY25: ₹1,711 Cr; H1FY26 ₹1,818 Cr REVENUE 957 783 928 861 166 154 150 96 PAT AEI H1FY25: ₹146 Cr; H1FY26 ₹197 Cr ₹ Cr. 95 98 102 48 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY
₹197
H1FY26 ₹1,818 Cr REVENUE 957 783 928 861 166 154 150 96 PAT AEI H1FY25: ₹146 Cr; H1FY26 ₹197 Cr ₹ Cr. 95 98 102 48 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 • Revenue d
7%
5 98 102 48 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 • Revenue decreased by 7% from ₹ 928 Cr in Q2FY25 to ₹ 861 Cr in Q2FY26 • Q2FY26 EBITDA decreased by 7% primarily due to lo
₹ 928
02 48 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 • Revenue decreased by 7% from ₹ 928 Cr in Q2FY25 to ₹ 861 Cr in Q2FY26 • Q2FY26 EBITDA decreased by 7% primarily due to lower crop pro
Guidance — 4 items
OVERALL
opening
“CSM revenues dipped due to customer phasing, expect to resume from Q3/Q4 5.”
OVERALL
opening
“10 Q2 FY26 RESULTS DOMESTIC CROP PROTECTION EXPORTS CROP PROTECTION CUSTOM SYNTHESIS MANUFACTURING SOIL AND PLANT HEALTH SEEDS 11 Copyright © Rallis India Limited.”
OVERALL
opening
“652 561 787 760 135 129 86 80 70 48 40 18 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 • Q2FY26 EBITDA decreased by 4% vs • Q2FY26 PAT increased by 7% from Q2FY25 Q2FY25 • • • • Crop Care revenue decreased by 3% vs Q2FY25 driven by price variance Crop Protection B2C Revenue decreased by 10% vs Q2FY25 Soil and Plant health (SPH) Revenue decreased by 20% vs Q2FY25 due to regulatory challenges in Biostimulants category B2B Revenue increased by 14% vs Q2FY25.”
OVERALL
opening
“40 305 222 141 101 80 48 31 25 18 18 16 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 Q1 Q2 FY25 FY26 • Q2FY26 Revenue decreased by 29% primarily due vs Q2FY25 chain constraints, though higher gross margins and effective pricing helped mitigate the impact.”
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Risks & concerns — 1 flagged
12 Better gross margins partially offset sales decline 12 Financial Snapshot - Q2 and H1FY26 Crop Care REVENUE H1FY25: ₹1,348 Cr; H1FY26 ₹1,411 Cr EBITDA H1FY25: ₹182 Cr; H1FY26 ₹198 Cr PAT AEI H1FY25: ₹98 Cr; H1FY26 ₹126 Cr ₹ Cr.
— OVERALL
Speaking time
OVERALL
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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 AND PLANT HEALTH SOLUTIONS EXTEND NORTH COTTON SUCCESS TO OTHER MARKETS Customer Centricity. Leveraging Digital, Collaborations and Alliances 7 Copyright © Rallis India Limited. All rights reserved. 7 Technology at Rallis Building an Information Highway Demand Fulfilment Demand Creation Supply Chain Distributor Retailer CA/MDRs Influencer famer Farmer(s) Integrated Business Planning Dealer Account Management Retailer loyalty Management Sales Team Application CA + Farmer Application Helpline Social Media SMS/Email/Website Manufacturing Honeywell Technologies Analytics SeedSay + Forecasting for CP Cyber Security Crowd Strike, Zscaler
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