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
Agrochemicals company Rallis India announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue: Rs 430 crore compared to Rs 436 crore during Q4FY24, PAT: Rs -32 crore compared to Rs -21 crore during Q4FY24. FY25 Financial Highlights: The company has reported FY25 revenue of Rs 2,663 crore, compared to Rs 2,648 crore during FY24. PAT: Rs 125 crore compared to Rs 148 crore during FY24. Gyanendra Shukla, Managing Director & CEO, Rallis India, said: The company has reported FY25 revenue of Rs 2663 crore and PAT of Rs 125 crore. For Q4FY25, revenue is Rs 430 crore with positive volume growth in domestic business. Control over Working capital has enabled strong Cash flow from Operations. I am particularly pleased with the growth of 23% and 24% in Soil & Plant Health and Herbicides categories respectively. Our Innovation Turnover Index is in line with our long-term target of 14%. Seeds business had a turnaround with FY25 PBT of Rs 18 crore primarily driven by North Cotton Hybrid “Diggaz” and cost optimization actions. We will prioritize improving market share in the domestic business. In Exports and CSM Business, our focus is to expand product offerings and build strategic partnerships. We are strengthening our people’s capabilities by simplifying organization structure and inducting fresh talent. Our long-term focus continues to be to offer differentiated product offerings which address farmers’ evolving needs. Continued investments in customer centricity, marketing, manufacturing, and digital capabilities will remain the key to delivering sustainable growth. Result PDF