Rallis India Ltd (NSE:RALLIS)
₹ 213.03 -1.83 (-0.85%) Market Cap: 41.44 Bil Enterprise Value: 36.61 Bil PE Ratio: 19.43 PB Ratio: 2.03 GF Score: 72/100

Q2 2026 Rallis India Ltd Earnings Call Transcript

Oct 17, 2025 / 05:30 AM GMT
Release Date Price: ₹282.35 (-0.70%)

Key Points

Positve
  • Rallis India Ltd (BOM:500355) reported a 33% growth in export revenue, driven by strong demand from markets like the US and Brazil.
  • The company's seed business showed a significant revenue growth of 29%, indicating strong performance in this segment.
  • Rallis India Ltd (BOM:500355) launched new products, including Dweed (a herbicide) and Dorito (a fungicide), which are expected to enhance their product portfolio.
  • The company is focusing on expanding its customer base and product portfolio, which is expected to build a more resilient business.
  • Rallis India Ltd (BOM:500355) has improved its inventory levels and collections, indicating better capital efficiency and cash flow management.
Negative
  • The company faced a 7% decline in overall revenue due to abnormal and uneven rainfall, which affected crop yields and delayed harvesting.
  • Domestic revenue growth was muted, with a 10% decline in the branded business, impacted by excessive rains and lower demand.
  • There was a volume de-growth of 6% and a price de-growth of 1%, reflecting challenges in the domestic market.
  • The company's herbicide category is still under-indexed, and liquidation of herbicides in cotton and soybeans suffered due to heavy rains.
  • Rallis India Ltd (BOM:500355) faced challenges in the soil and plant health category due to poor crop prospects and regulatory challenges.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RALL.NS - Rallis India Ltd
Q2 2026 Rallis India Ltd Earnings Call
Oct 17, 2025 / 05:30AM GMT

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Presentation
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Ladies and gentlemen, good day and welcome to Valis India Limited Q2 and H1F 526 earnings conference call. We have with us today, Dr. Ganendra Shukla, managing director and CEO, and Mr. Bhaskarwamanathan, Chief Financial Officer. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant lines will be in the list on the board, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call,
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