Rallis India Limited · NSE:RALLIS
Rallis India — Q1 FY26 Earnings Presentation
17 slides from Rallis India's earnings presentation, Jul 14, 2025
Slide 1: Submission of Analysts/Investors Presentation
July 14, 2025 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra-Kurla Complex Bandra (E) Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 500355 Symbol: RALLIS Dear Sir/Madam, Sub: Submission of Analysts/Investors Presentation Ref: Letter
Slide 2: Q1 FY26 Results Presentation
Q1 FY26 RESULTS PRESENTATION DOMESTIC CROP EXPORTS CROP CUSTOM SYNTHESIS SOIL & PLANT HEALTH PROTECTION PROTECTION MANUFACTURING SEEDS 1
Slide 3: Our Vision, Mission & Values
Our Vision, Mission & Values Vision Mission We aspire to be the preferred partner for farmers by helping Serving Farmers through Science improve their income & become the Industry benchmark by ▪ Delivering Scalable & Sustainable Growth ▪ Accelerating Innovation to Market ▪ Driving Operational Excel
Slide 4: Organization Overview
Organization Overview Operations Crop care: Manufacturing Facilities Comprehensive presence in Agri-input business 1. Akola 2. Lote Crop Care Seeds 3. Ankleshwar Businesses Crop Protection, Soil & Plant Health solutions Focused Crops 4. Dahej Special Economic Zone (SEZ) 5. Dahej Chemical Zone (CZ) D
Slide 5: Long Term Strategy
Long Term Strategy CROP CARE SEEDS Crop Protection, Focused Crops Soil and Plant Health OVERALL: B2B (Domestic, Exports, CSM): B2C (Domestic Brand): WIDEN REACH, EXTEND PORTFOLIO OFFERINGS CAPTURE UNDERSERVED BUILD STRATEGIC PLUG PORTFOLIO GAPS CROP PROTECTION IN MAIZE, PADDY ALLIANCES SEGMENTS TARG
Slide 6: Domestic Crop Protection
Domestic Crop Protection Comprises of domestic • Portfolio branded formulations Deepen Participate in under- expansion and Inst business customer represented and high Creating Power Brands: • Widen reach (Herbicides, relationships growth segments. ₹ 100+ Cr each; • Digital as Insecticides, leveragin
Slide 7: Exports Business
Exports Business Export of Catalogue Upgrading pilot Committed to Strengthening Intensify Building plants to products (Active expand product R&D, process Strategic Alliances strengthen Ingredients, Formulations) and customer scale-up and with Key Players process scale-up and Custom Synthesis portfol
Slide 8: Soil & Plant Health Solutions
Soil & Plant Health Solutions Bio-Fertilizers: Bio-Stimulants: Specialty Micronutrients: Organic Fertilizers: Water Soluble Fertilizers: Bio-Pesticides: Soil microbial consortium Boost plant performance Balanced Crop Nutrition Balances the soil ecosystem Crop wise customized Reduce chemical use Impr
Slide 9: Seeds Business
Seeds Business Engaged in research, Field Crops: Paddy, This is also We have our focus on development, production, Maize, Bajra, Cotton, supported through developing high-growth processing and distribution of Mustard and Wheat. in-licensing segments across crop hybrid seeds for field crops partnersh
Slide 10: Q1 FY26 Results
Q1 FY26 RESULTS DOMESTIC CROP EXPORTS CROP CUSTOM SYNTHESIS SOIL & PLANT HEALTH PROTECTION PROTECTION MANUFACTURING SEEDS 9 Copyright © Rallis India Limited. All rights reserved. 9
Slide 11: Financial Snapshot - Q1 FY26
Financial Snapshot - Q1 FY26 ₹ Cr. REVENUE EBITDA PAT AEI Q1 FY25: ₹783 Cr; Q1 FY26 ₹ 957 Cr Q1 FY25: ₹ 96 Cr; Q1 FY26 ₹ 150 Cr Q1 FY25: ₹ 48 Cr; Q1 FY26 ₹ 95 Cr 150 95 957 783 96 48 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 • Overall revenue is up by 22% vs Q1 PY led • EBITDA increased by 57%
Slide 12: Financial Snapshot - Q1 FY26 Crop Care
Financial Snapshot - Q1 FY26 Crop Care ₹ Cr. REVENUE EBITDA PAT AEI Q1 FY25: ₹561 Cr; Q1 FY26 ₹ 652 Cr Q1 FY25: ₹ 48 Cr; Q1 FY26 ₹ 70 Cr Q1 FY25: ₹ 18 Cr; Q1 FY26 ₹ 40 Cr 652 70 40 48 561 18 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 • Crop Protection B2C revenue is up by 13% • EBITDA increased
Slide 13: Financial Snapshot - Q1 FY26 Seeds
Financial Snapshot - Q1 FY26 Seeds ₹ Cr. REVENUE EBITDA PAT AEI Q1 FY25: ₹222 Cr; Q1 FY26 ₹ 305 Cr Q1 FY25: ₹ 48 Cr; Q1 FY26 ₹ 80 Cr Q1 FY25: ₹ 30 Cr; Q1 FY26 ₹ 55 Cr 80 55 305 222 48 30 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 • Seeds revenue is up by 38% vs Q1 PY • EBITDA increased by 67% v
Slide 14: Domestic Market Development
Domestic Market Development PRODUCT PROMOTION FARMER ENGAGEMENT CHANNEL ENGAGEMENT 13 Copyright © Rallis India Limited. All rights reserved. 13
Slide 15: Sustainability Goals Aligned to Tata Group's Flagship Project “Aalingana”
Sustainability Goals Aligned to Tata Group’s Flagship Project “Aalingana” Focusing on 30% reduction in Zero landfill by environment- absolute CO2 2030 friendly portfolio footprint by 2030 Double the 100% Develop Climate Renewable replenishment of resilient traits Energy by 2025 fresh water 14 Copyri
Slide 16: Community Support Activities
Community Support Activities ▪ Work initiated in 7 villages Water Conservation ▪ 3.7 km Nala, 1 pond, and 1 check-dam desilted Jal Dhan ▪ 30 students cleared Navodaya entrance Education ▪ Govt. convergence support of ₹17.58 lakh Unnat Gram ▪ Women e-rickshaws & rural infrastructure enabled Skill Dev
Slide 17: Thank You
THANK YOU FOR ANY QUERIES, PLEASE CONTACT BELOW: Subhra Gourisaria subhra.gourisaria@rallis.com SERVING FARMERS THROUGH SCIENCE Chirjeev Singh Arneja Registered Office chirjeev.singh@rallis.com Rallis India Limited 23rd Floor, Vios Tower, New Cuffe Parade, Off Eastern Freeway, Wadala, Mumbai - 40003