Rallis India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Rallis India reported Q1 FY27 revenue of Rs 1022 crore, up from Rs 957 crore in Q1 FY26, with EBITDA rising 23% to Rs 184 crore and profit after tax at Rs 125 crore versus Rs 95 crore a year earlier. Management attributed domestic Crop Care growth to volume and pricing gains while exports declined due to lower demand for pendimethalin in Europe and competitive Chinese pricing. Management also described a weak monsoon start, delayed kharif sowing, elevated input costs linked to the Middle East conflict, and a reduced cotton acreage outlook for the seeds and crop protection businesses.
Rallis India reported Q4FY26 revenue of Rs 456 crore, up from Rs 430 crore in Q4FY25, with EBITDA improving to Rs -1 crore from Rs -19 crore and PAT at Rs -15 crore versus Rs -32 crore a year earlier. Management attributed the quarter's performance to volume growth in the domestic B2C business, strong CSM and seeds segment growth, while noting a decline in export revenue driven by Metribuzin and Pendimethalin. For the full year, revenue grew 9% to Rs 2897 crore, with Crop Care up 8% and Seeds up 15%, and management described a choppy demand environment shaped by weather, geopolitical disruption and rising raw material costs.