| Revenue growth | 7% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin expansion driven by volume growth and fixed cost optimization. |
| Demand visibility | Subdued due to heatwaves, delayed monsoons, and crop shifts. |
Growth
Revenue rose 7%, EBITDA 23%, and PAT 31% YoY. Crop Care revenue grew 7%; Seeds revenue grew 6%.
Outlook
Focus on domestic underserved segments, R&D investments, and scaling international B2B alliances. Launched 9 products across cotton/millet/paddy.
Risks
Subdued demand due to severe heatwaves, delayed monsoons, and reduced cotton acreages. Geopolitical war situation impacted planning.
Last quarter's promises, checked
Delivered
- Guided high double-digit Seeds growth → delivered 6% in Q1 FY27 (= MISS)
- Guided 2 new Seeds products → launched 9 products (= BEAT)
- Guided liquidation of Benzilla/Clasto inventory → aggressive liquidation achieved (= BEAT)
Partly delivered
- Guided 15-25% cost pass-through → achieved margin expansion but demand remained subdued (= PARTIAL)
Missed
- Guided mid-teen Seeds growth → delivered 6% (= MISS)
- Guided stable-to-soft margins → delivered 23% EBITDA growth (= BEAT)
Earnings Call filed with BSE, 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%.