Rallis India Ltd (BOM:500355)
₹ 212.85 -2 (-0.95%) Market Cap: 41.39 Bil Enterprise Value: 36.56 Bil PE Ratio: 19.41 PB Ratio: 2.03 GF Score: 75/100

Q4 2026 Rallis India Ltd Earnings Call Transcript

Apr 28, 2026 / 05:30AM GMT
Release Date Price: ₹261.5 (+0.17%)

Key Points

Positve
  • Rallis India Ltd (BOM:500355) reported a 6% revenue growth in Q4 FY26, reaching INR456 crore compared to INR430 crore in the same period last year.
  • The company's EBITDA improved significantly by 96% to negative INR1 crore from negative INR19 crore in Q4 FY25.
  • The CropCare segment grew by 5% to INR425 crore in Q4 FY26, driven by volume expansion and new product promotion.
  • The seeds business showed strong performance with a 23% revenue growth to INR31 crore in Q4 FY26, driven by cotton and millets.
  • Rallis India Ltd (BOM:500355) launched new products, including Alster and Phylam, and obtained registration for a three-way rice herbicide, enhancing its product portfolio.
Negative
  • The company faced a challenging agrochemical market due to supply chain disruptions and rising prices, impacting margins.
  • Rabi season was unfavorable due to unseasonal rain and hailstorms, affecting crop yields and slowing summer sowing.
  • Exports topline decreased by 33% to INR77 crore from INR114 crore, primarily due to declines in Metribuzin and Pendimethalin volumes.
  • The B2B revenues declined by 7% to INR170 crore, mainly due to lower volumes.
  • Rallis India Ltd (BOM:500355) reported a negative profit after tax of INR15 crore, although it was an improvement from negative INR32 crore in Q4 FY25.
Operator

Ladies and gentlemen, good day, and welcome to Rallis India Limited Q4 and FY26 earnings conference call. We have with us today, Dr. Gyanendra Shukla, Managing Director and CEO, and Mr. Bhaskar Swaminathan, Chief Financial Officer. Before we begin, I would like to mention that some of the statements made in todayâs discussion may be forward-looking in nature and may involve risks and uncertainties.

A detailed statement in this regard is available in the results presentation. (Operator Instructions) Please note that this conference is being recorded.

I now invite Dr. Shukla to begin the proceedings of the call. Please go ahead.

Gyanendra Shukla
Rallis India Ltd - Chief Executive Officer, Managing Director, Additional Director

Thanks. Good morning, everyone, and thank you for joining us today on Rallis India Limited Q4 and fiscal year 2026 earnings call. As mentioned, I have alongside myself our CFO, Mr. Bhaskar Swaminathan.

Bhaskar Swaminathan
Rallis India Ltd - Chief Financial Officer

Good

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