Conference Call with Rallis India Management and Analysts on Q1FY26 Performance and Outlook. Listen to the full earnings transcript.
Agrochemicals company Rallis India announced Q1FY26 results Revenue: The company reported Rs 957 crore, a YoY increase of 22% over Rs 783 crore in Q1FY25. Profit After Tax (PAT): PAT doubled to Rs 95 crore, up 100% from Rs 48 crore in Q1FY25. PAT Margin: Net margin expanded from 6% to 10%, reflecting a richer product mix and cost optimisation. Gyanendra Shukla, Managing Director & CEO, Rallis India, said: “Market placement during the first quarter of the year benefited from an early onset of monsoon. Global demand has also started showing signs of recovery in a few of our products. Our revenue for Q1FY26 was at Rs 957 crore, 22% higher than Rs 783 crore of Q1FY25. Profit After Tax (PAT) was 95 crore in Q1FY26 as compared to Rs 48 crore in Q1FY25. We witnessed double-digit volume-led growth of 13% in Crop Care B2C, 23% in Crop Care B2B and 38% in Seeds business. Our Soil & Plant Health business registered growth of 33% in line with our strategy. Our actions on improving product mix and driving cost optimization have also helped in improving PAT margins from 6% in Q1FY25 to 10% in Q1FY26. We are pleased with the continuing momentum on our North Cotton seeds hybrids, particularly ‘Diggaz’. Our working capital management has also been robust, leading to a healthy closing fund balance. We remain cautiously optimistic for the quarter ahead. Key watchouts will be the liquidation of placed products in both Crop Care B2C and Seeds. We expect the export market to witness a gradual recovery during the year. On a long-term basis, Customer Centricity will remain a key thrust, and we will continue to offer differentiated solutions to solve varying farmer needs. We will further intensify our efforts to build capabilities in Manufacturing, Digitalization and leverage Collaborations and Alliances.” Result PDF