Rallis India Ltd (NSE:RALLIS)

Q3 2026 Rallis India Ltd Earnings Call Transcript

Jan 20, 2026 / 05:30 AM GMT

Release Date Price: ₹235.55 (+2.35%)

Transcript

Key Points

Positve

Rallis India Ltd (BOM:500355) reported a 19% increase in Q3 FY26 revenue, reaching INR 623 crore compared to INR 522 crore in the same period last year.
The company's export business showed significant growth, with a 73% increase in top-line revenue, driven by volume growth and expansion in the customer base.
The seeds business experienced a 46% revenue growth in Q3 FY26, supported by strong performance in paddy, mustard, and wheat.
Rallis India Ltd launched nine new products in the first nine months of FY26, including seven herbicides and two fungicides, enhancing its product portfolio.
The company has been granted Indian and US patents for new formulations, indicating a strong focus on innovation and intellectual property.

Negative

Profit after tax for Q3 FY26 was INR 2 crore, which is 81% lower than the previous year's INR 11 crore, primarily due to exceptional items including gratuity provisions.
The domestic crop protection segment faced challenges, with pricing de-growth of 8% despite an 18% revenue growth.
The agrochemical market remains competitive, with limited pricing power due to global competition, particularly from China.
Rallis India Ltd's inventory levels remain slightly elevated compared to the same quarter last year, indicating potential inefficiencies in inventory management.
The company faces ongoing regulatory challenges in the bio-fertilizer segment, although it has made progress in compliance and production migration.

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

RALL.NS - Rallis India Ltd
Q3 2026 Rallis India Ltd Earnings Call
Jan 21, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to the Ralis India Limited Q3 and 9 months FY26 earnings conference call.

As a reminder, all participant lines will be in the reason only mode.

There will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

We have with us today Dr. Ganinra Shukla, Managing Director and CEO.

And Mr. Bhaskar Swainathan, Chief Financial Officer.

Before we begin, I would like to mention that some of the statements made in today's discussion may be forward-looking in nature and may involve risk and

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