| Revenue growth | 6% YoY for Q4FY26; 9% for full year FY26. |
|---|---|
| Margins | EBITDA improved 96% to ₹-1cr; gross margin impacted by liquidation. |
| Demand visibility | Wait-and-watch mode due to rainfall uncertainty and cost hikes. |
| Management confidence | Calibrated approach to inventory and pricing to protect margins. |
Growth
FY26 revenue grew 9% to ₹2897cr; Seeds business grew 15%; Crop Care grew 8%.
Outlook
Expects mid-teen growth in Seeds; plans 3 new molecule launches over 2-3 years; margins expected stable-to-soft.
Risks
Near-term cost inflation (15-25%), erratic monsoon patterns (forecast 92% of LPA), and geopolitical supply chain disruptions.
Earnings Call filed with NSE, NSE: RALLIS. Summary written with AI assistance from the document.
Rallis India Ltd: key numbers
- Share price
- ₹199.94
- Market cap
- ₹3,888 Cr
- Revenue (annual)
- ₹2,897 Cr
- Net profit (annual)
- ₹183.9 Cr
- P/E (TTM)
- 18.2×Sector 37.2×
- Promoter holding
- 55.08%+0.00% QoQ
- FII holding
- 9.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rallis India Ltd
All →Rallis India Credit Rating
CRISIL reaffirmed Rallis India's credit ratings at AA+/Stable (long-term) and A1+ (short-term). The ratings cover ₹440 Crore bank facilities and ₹75 Crore commercial papers.
Rallis India Capital Structure Change
SBI Mutual Fund sold 54,158 shares of Rallis India Ltd via market sale, decreasing its aggregate holding to 5.1074% of the company's paid-up share capital.
Rallis India Management Change
Rallis India Limited announced the resignation of CFO Bhaskar Swaminathan and the appointment of Sridhar Radhakrishnan as the new CFO, both effective November 4, 2026.
Rallis India Management Change
Independent Directors Ms. Padmini Khare Kaicker and Dr. C.V. Natraj have completed their second consecutive terms. They ceased to be directors on July 22, 2026.
Rallis India Earnings Call Transcript: Key Takeaways
Rallis India delivered a 7% revenue growth and 23% EBITDA jump, though profits were boosted by a one-time employee provision reversal. Management is managing a tough agrochemical environment using pricing hikes to offset volume sluggishness.
- Call
- Guides 8% growth
Rallis India Capital Structure Change
SBI Mutual Fund decreased its stake in Rallis India Ltd by 2%. The total holding shifted from 9.167% to 7.124%.