Rallis India Limited · NSE:RALLIS
Rallis India — Q4 FY2026 Earnings Presentation
18 slides from Rallis India's earnings presentation, 2026
Slide 1: Q4 & FY26 Results Presentation
YϰΘ&zϮϲ Z^h>d^ WZ^Edd/KE KD^d/ZKW yWKZd^ ZKW h^dKD^zEd,^/^ ^K/>Θ W>Ed,>d, WZKdd/KE WZKdd/KE DEh&dhZ/E' ^^ ϭ
Slide 2: FY26 Key Business Highlights
&zϮϲ<ĞLJƵƐŝŶĞƐƐ,ŝŐŚůŝŐŚƚƐ ĞLJ ƵƐŝŶĞƐƐ ,ŝŐŚůŝŐ ϭ͘ ,ŝŐŚĞƐƚ ĞǀĞƌ /d ĚƌŝǀĞŶ ďLJ ďƌŽĂĚ ďĂƐĞĚ ǀŽůƵŵĞ ŐƌŽǁƚŚ ĂŶĚ ĐŽƐƚ ŽƉƚŝŵŝnjĂƚŝŽŶ͘ Ϯ͘ ŽŵĞƐƚŝĐ &ŽƌŵƵůĂƚŝŽŶƐ͗ KǀĞƌĐŽŵŝŶŐ ĐŚĂůůĞŶŐĞƐ͕ ďƵƐŝŶĞƐƐ ĚĞůŝǀĞƌĞĚ ϱй ƌĞǀĞŶƵĞ ŐƌŽǁƚŚ͘ o /ŶĚƵƐƚƌLJ ŝŵƉĂĐƚĞĚ ďLJ ĂĚǀĞƌƐĞ ǁĞĂƚŚĞƌ ĐŽŶĚŝƚŝŽŶƐ͕ ĐƌŽƉ ƐŚŝĨƚƐ͕ ĂŶĚ ůŽǁĞƌ ƉĞƐƚ ƉƌĞƐƐƵƌĞ͘ o >
Slide 3: Our Vision - Serving Farmers Through Science
KƵƌsŝƐŝŽŶ Ͳ ^ĞƌǀŝŶŐ&ĂƌŵĞƌƐdŚƌŽƵŐŚ^ĐŝĞŶĐĞ ^ĞƌǀŝŶŐ ĞƌǀŝŶŐ &ĂƌŵĞƌƐ dŚƌŽƵŐŚ ^ĐŝĞŶĐĞ 'ƵŝĚĞĚďLJϲŽƌĞsĂůƵĞƐ KƵƌDŝƐƐŝŽŶ ^ĂĨĞƚLJ WŝŽŶĞĞƌŝŶŐ /ŶƚĞŐƌŝƚLJ ƐƉŝƌĞ ƚŽ ďĞ ƚŚĞ ƉƌĞĨĞƌƌĞĚ ƉĂƌƚŶĞƌ ĨŽƌ ĨĂƌŵĞƌƐ ďLJ ŚĞůƉŝŶŐ ŝŵƉƌŽǀĞ ƚŚĞŝƌ ŝŶĐŽŵĞ Θ ďĞĐŽŵĞ ƚŚĞ /ŶĚƵƐƚƌLJ ďĞŶĐŚŵĂƌŬ ďLJ͗ • ĞůŝǀĞƌŝŶŐ ^ĐĂůĂďůĞ Θ ^ƵƐƚĂŝŶĂďůĞ 'ƌŽǁƚŚ • ĐĐĞů
Slide 4: Business Overview
ƵƐŝŶĞƐƐŽǀĞƌǀŝĞǁ ƌŽƉĂƌĞ ^ĞĞĚƐ ƌŽƉWƌŽƚĞĐƚŝŽŶ ƌŽƉEƵƚƌŝƚŝŽŶ • ͞ŚĂĂŶLJĂ͟ŝƐŽŶĞŽĨ ƚŚĞĨĂƐƚĞƐƚŐƌŽǁŝŶŐ ƐĞĞĚďƌĂŶĚƐŝŶ/ŶĚŝĂ͘ ŽŵĞƐƚŝĐ džƉŽƌƚƐ ^ŽŝůΘWůĂŶƚ,ĞĂůƚŚ • ƌĞĞĚŝŶŐƉƌŽŐƌĂŵƐŝŶ ZŝĐĞ͕ĂũƌĂ͕DĂŝnjĞ͕ • KƌŐĂŶŝĐ&ĞƌƚŝůŝnjĞƌĂŶĚ ŽƚƚŽŶΘDƵƐƚĂƌĚ͘ WƌŽĚƵĐƚƐƐƉĂŶŶŝŶŐ • ŽŵƉƌĞŚĞŶƐŝǀĞ ŝŽͲĨĞƌƚŝůŝnjĞƌƐ͘ ŚĞƌďŝĐŝĚĞƐ͕ŝŶƐĞĐƚŝĐŝĚĞƐ ĐĂƚĂůŽŐƵĞƉ
Slide 5: Long Term Strategy
>KE'dZD^dZd'z ZKWZ ^^ ƌŽƉWƌŽƚĞĐƚŝŽŶ͕ &ŽĐƵƐĞĚƌŽƉƐ ^ŽŝůΘ WůĂŶƚ,ĞĂůƚŚ KsZ>>͗ Ϯ;ŽŵĞƐƚŝĐͬdžƉŽƌƚƐͬ^DͿ͗ Ϯ;ŽŵĞƐƚŝĐƌĂŶĚͿ͗ t/EZ,͕ydE WKZd&K>/KK&&Z/E'^ &Kh^KE h/>^dZd'/ W>h'WKZd&K>/K'W^ hEZ^ZsZKW /ED/ΘWz >>/E^ WZKdd/KE^'DEd^ dZ'dZΘ /Es^dDEd^ /EdE^/&zh^dKD E,E&Kh^KE ydEEKZd,KddKE /'/d>ͬdZ/sE ^zEd,^/^ ^K/>ΘW>Ed,
Slide 6: Our Business Model
KƵƌƵƐŝŶĞƐƐDŽĚĞů • hŶĚĞƌƐƚĂŶĚŝŶŐƚŚĞŶĞĞĚƐŽĨĨĂƌŵĞƌƐ͘ • ƌĞĂƚŝŶŐƵŶŝƋƵĞƉĂƚĞŶƚĞĚƐŽůƵƚŝŽŶƐ͘ ZĞƐĞĂƌĐŚΘ • /ŶŝƚŝĂůĚĞǀĞůŽƉŵĞŶƚŽĨƉƌŽĚƵĐƚƐĂŶĚƐŽůƵƚŝŽŶƐ͘ ĞǀĞůŽƉŵĞŶƚ • WƌƵĚĞŶƚƌĞƐŽƵƌĐĞĂůůŽĐĂƚŝŽŶ͘ • ĨĨŝĐŝĞŶƚƐƵƉƉůLJĐŚĂŝŶŵĂŶĂŐĞŵĞŶƚ͘ • ϱƐƚĂƚĞͲŽĨͲƚŚĞͲĂƌƚĂŐͲĐŚĞŵŵĂŶƵĨĂĐƚƵƌŝŶŐ ĨĂĐŝůŝƚŝĞƐ͘ • ϮĂĚǀĂŶĐĞĚƐĞĞĚƉƌŽĐĞƐƐŝŶŐƉůĂŶƚƐ͘ • &Ă
Slide 7: Our Network
KƵƌEĞƚǁŽƌŬ ϴ͘ϱDŶн&ĂƌŵĞƌĐŽŶŶĞĐƚƐ ϳ͕ϮϬϬнĞĂůĞƌƐ ΎƌŽƉĂƌĞϮн^ĞĞĚƐ ŽŵĞƐƚŝĐ ϵϱ͕ϬϬϬZĞƚĂŝůĞƌƐ ϱϬнϮƵƐƚŽŵĞƌƐ ^ĞĞĚƐ Ϯ͕ϮϬϬ^ĞĞĚsŝůůĂŐĞƐ ϯϭ͕ϬϬϬ'ƌŽǁĞƌƐ &ƐͬĞƉŽƚƐ džƉŽƌƚƐ ϱϬнdžƉŽƌƚƵƐƚŽŵĞƌƐ ϳ džƚĞŶƐŝǀĞĚŝƐƚƌŝďƵƚŝŽŶŶĞƚǁŽƌŬĐŽǀĞƌŝŶŐϴϬйŽĨ/ŶĚŝĂ͛ƐĚŝƐƚƌŝĐƚƐ ŽƉLJƌŝŐŚƚΞZĂůůŝƐ/ŶĚŝĂ>ŝŵŝƚĞĚ͘ůůƌŝŐŚƚƐƌĞƐĞƌǀĞĚ͘ ŝ Śƚ Ξ Z ůůŝ / Ěŝ >ŝ ŝƚ Ě ů
Slide 8: Customer Centric Digital Interventions
ƵƐƚŽŵĞƌ ƵƐƚŽŵĞƌĞŶƚƌŝĐŝŐŝƚĂů/ŶƚĞƌǀĞŶƚŝŽŶƐ ŽŵĞƌĞŶƚƌŝĐŝŐŝƚĂů/ŶƚĞƌǀĞŶƚŝŽ ĞŶƚƌŝĐ ŝŐŝƚĂů /ŶƚĞƌǀĞŶƚŝŽŶƐ WƌŽǀŝĚĞ 'ŝ^ ĂƉƉůŝĐĂƚŝŽŶƚŽ ĂƉƚƵƌĞĚĞŵĂŶĚ /ŶĐĞŶƚŝǀŝnjĞĨĂƌŵĞƌƐ /ŶƚĞŐƌĂƚĞǁŝƚŚ ĐŽŶǀĞŶŝĞŶƚ ǀŝƐƵĂůůLJĞǀĂůƵĂƚĞ ĐƌĞĂƚĞĚŝŶƚŚĞƐĞ ƚŽƉƵƌĐŚĂƐĞZĂůůŝƐΖƐ ĚĞŵĂŶĚĐƌĞĂƚŝŽŶ ƚŽƵĐŚƉŽŝŶƚƐƚŽ ĂŐƌŝĐƵůƚƵƌĂůůLJ ĐĂƌĞĨƵůůLJŝĚĞŶƚŝĨŝĞĚ ƉƌŽĚƵ
Slide 9: Customer Engagement
ƵƐƚŽŵĞƌŶŐĂŐĞŵĞŶƚ WZKhdWZKDKd/KE &ZDZE''DEd ,EE>E''DEd ϵ ƵŝůĚŝŶŐůĂƐƚŝŶŐƌĞůĂƚŝŽŶƐŚŝƉƐǁŝƚŚƚƌĂĚĞƉĂƌƚŶĞƌƐĂŶĚĞƐƚĂďůŝƐŚŝŶŐůŽLJĂůƚLJǁŝƚŚĐƵƐƚŽŵĞƌƐ ŽƉLJƌŝŐŚƚΞZĂůůŝƐ/ŶĚŝĂ>ŝŵŝƚĞĚ͘ůůƌŝŐŚƚƐƌĞƐĞƌǀĞĚ͘ ŝ Śƚ Ξ Z ůůŝ / Ěŝ >ŝ ŝƚ Ě ůů ŝ Śƚ Ě ϵ
Slide 10: Our Manufacturing Operations
KƵƌ DĂŶƵĨĂĐƚƵƌŝŶŐ KƉĞƌĂƚŝŽ KƵƌDĂŶƵĨĂĐƚƵƌŝŶŐKƉĞƌĂƚŝŽŶƐ ϭ͘ džƚĞŶƐŝǀĞ ŬŶŽǁůĞĚŐĞ ĂŶĚ ĞdžƉĞƌƚŝƐĞ ŝŶ ƉƌŽĐĞƐƐ ĐŚĞŵŝƐƚƌLJ Θ ĞŶŐŝŶĞĞƌŝŶŐ͘ Ϯ͘ ϱ ŽǁŶĞĚ ŵĂŶƵĨĂĐƚƵƌŝŶŐ ĨĂĐŝůŝƚŝĞƐ͗ ĂͿ ŬŽůĂ͕ >ŽƚĞ ĂŶĚ ŶŬĂůĞƐŚǁĂƌ͖ ďͿ DƵůƚŝͲƉƵƌƉŽƐĞ ƉůĂŶƚƐ Ăƚ ĂŚĞũ Θ ĂŚĞũ ^͘ ϯ͘ ϭϬ ƚŚŝƌĚ ƉĂƌƚLJ ĨĂĐŝůŝƚŝĞƐ ƵŶĚĞƌ ĐŽŵƉůĞƚĞ ƐƵƉĞƌǀŝƐŝŽŶ͘ ϰ͘ ^Ğ
Slide 11: Community Support Activities
ŽŵŵƵŶŝƚLJ^ƵƉƉŽƌƚĐƚŝǀŝƚŝĞƐ ŽŵŵƵŶŝƚLJ ^ƵƉƉŽƌƚ ĐƚŝǀŝƚŝĞ tŽƌŬĐŽŵƉůĞƚĞĚ ŝŶϭϰǀŝůůĂŐĞƐĐŽǀĞƌŝŶŐϮϵ<ǀŝůůĂŐĞƌƐ͘ tĂƚĞƌŽŶƐĞƌǀĂƚŝŽŶ tĂƚĞƌŚĂƌǀĞƐƚŝŶŐĐĂƉĂĐŝƚLJĐƌĞĂƚĞĚʹ ϱ͘ϮϰDD;&zϮϲͲϬ͘ϰϲϲDDͿ͘ dŽƚĂůŬŝůŽŵĞƚĞƌĚĞͲƐŝůƚĞĚͲ ϭϭ<D͘ :ĂůŚĂŶ dŽƚĂů^ĐŚŽŽůĐŽǀĞƌĞĚϰϬĂŶĚƐĞƌǀŝŶŐϳϮϲϬƐƚƵĚĞŶƚƐ͘ ĚƵĐĂƚŝŽŶ ĂƉĂďŝůŝƚLJƵŝůĚŝŶŐŽĨϰϱƚĞĂĐŚĞƌƐ͘
Slide 12: Q4 Operating Context & Highlights
Yϰ KƉĞƌĂƚŝŶŐ ŽŶƚĞdžƚ Θ , YϰKƉĞƌĂƚŝŶŐŽŶƚĞdžƚΘ,ŝŐŚůŝŐŚƚƐ YϰKƉĞƌĂƚŝŶŐŽŶƚĞdžƚΘ,ŝŐŚůŝŐ • tĂƌ ŝŶ ƚŚĞ ŵŝĚĚůĞ ĞĂƐƚ ĨƌŽŵ &ĞďƌƵĂƌLJ ĞŶĚ ŝŵƉĂĐƚĞĚ • ŽŵĞƐƚŝĐ ĨŽƌŵƵůĂƚŝŽŶƐ͗ ,ĞĂůƚŚLJ ŐƌŽǁƚŚ zŽz ĚƌŝǀĞŶ ďLJ ƉůĂŶŶŝŶŐ͕ ƉƌŝĐĞ ƌŝƐĞ ĂŶĚ ƉĂŶŝĐ ďƵLJŝŶŐ ŽĨ ĐŽŵŵŽĚŝƚŝĞƐ͘ ŐƌŽǁƚŚ ŝŶ ŽůĚ ďƌĂŶĚƐ͘ • KǀĞƌĂůů ĚĞŵĂŶĚ ǁĂƐ ŵŝdžĞĚ͕ ǁŝƚŚ ůŽǁ ĐŽŶ
Slide 13: Q4 & FY26 Results
Q4 & FY26 RESULTS KD^d/ZKW yWKZd^ ZKW h^dKD^zEd,^/^ ^K/>ΘW>Ed,>d, WZKdd/KE WZKdd/KE DEh&dhZ/E' ^^ ϭϯ ŽƉLJƌŝŐŚƚΞZĂůůŝƐ/ŶĚŝĂ>ŝŵŝƚĞĚ͘ůůƌŝŐŚƚƐƌĞƐĞƌǀĞĚ͘ ϭϯ
Slide 14: Key Financial Ratios
<ĞLJ&ŝŶĂŶĐŝĂůZĂƚŝŽƐ ZĞǀĞŶƵĞ /d Wd ϯϲϮ ϭϴϰ ϯϭϭ Ϯϴϳ ϭϰϴ Ϯ͕ϴϵϳ ϭϮϱ Ϯ͕ϲϰϴ Ϯ͕ϲϲϯ ,ŝŐŚĞƐƚĞǀĞƌ/d &zϮϰ &zϮϱ &zϮϲ &zϮϰ &zϮϱ &zϮϲ &zϮϰ &zϮϱ &zϮϲ ZŽ;йͿ ZŽ;йͿ ĞďƚƚŽƋƵŝƚLJ ϭϮй ϵй ϴй ϳй ϭϭй ϭϬй Ϭ͘Ϭϳ Ϭ͘Ϭϯ Ϭ͘Ϭϯ &zϮϰ &zϮϱ &zϮϲ &zϮϰ &zϮϱ &zϮϲ &zϮϰ &zϮϱ &zϮϲ ϭϰ tĞĂƌĞƉƵƚƚŝŶŐƚŽŐĞƚŚĞƌĂƌŽĂĚŵĂƉƚŽďƵŝůĚĂŐƌŽǁŝŶŐ͕ĐĂƉŝƚĂůĞĨĨŝĐŝĞŶ
Slide 15: Financial Snapshot - Q4 and FY26
&ŝŶĂŶĐŝĂů^ŶĂƉƐŚŽƚ Ͳ YϰĂŶĚ&zϮϲ ༤ƌ͘ ZsEh нϵй /d нϮϲй WdĂĨƚĞƌdžĐĞƉƚŝŽŶĂů/ƚĞŵƐ нϰϳй Ϯ͕ϴϵϳ ϯϲϮ ϭϴϰ Ϯ͕ϲϲϯ Ϯϴϳ ϭϮϱ ϵϱ ϵϴϭϬϮ ϭϱϬ ϭϲϲ ϭϱϰ нϲй ϵϲ нϵϲй ϰϴ ϵϱϳ ϵϮϴ ϰϰ ϱϴ ϱϮй ϳϴϯ ϴϲϭ ϲϮϯ ϭϭ Ϯ ϱϮϮ ϰϱϲ ϰϯϬ Ͳϭϵ Ͳϭ Ͳϭϱ ͲϯϮ Yϭ YϮ Yϯ Yϰ &z Yϭ YϮ Yϯ Yϰ &z Yϭ YϮ Yϯ Yϰ &z &zϮϱ &zϮϲ &zϮϱ &zϮϲ &zϮϱ &zϮϲ • Yϰ ƌĞǀĞŶƵĞ ŝŶĐƌĞĂƐ
Slide 16: Financial Snapshot - Q4 and FY26 Cropcare
&ŝŶĂŶĐŝĂů^ŶĂƉƐŚŽƚ Ͳ YϰĂŶĚ&zϮϲƌŽƉĂƌĞ ༤ƌ͘ ZsEh нϴй /d нϭϳй WdĂĨƚĞƌdžĐĞƉƚŝŽŶĂů/ƚĞŵƐ нϯϰй Ϯ͕ϰϭϲ ϮϵϮ ϭϱϭ Ϯ͕Ϯϰϱ ϮϱϬ ϭϭϯ ϴϬ ϴϲ нϱй ϭϯϱ ϭϮϵ нϮϯϭй ϰϬ ϭϯϬй ϳϴϳ ϳϲϬ ϭϴ Ϯϱ ϮϮ ϱϲϭ ϲϱϮ ϰϵϮ ϱϴϬ ϰϬϱ ϰϮϱ ϰϴ ϳϬ ϲϭ ϳϭ ϯ ϳ Ϯϯ Ͳϭϭ Yϭ YϮ Yϯ Yϰ &z Yϭ YϮ Yϯ Yϰ &z Yϭ YϮ Yϯ Yϰ &z &zϮϱ &zϮϲ &zϮϱ &zϮϲ &zϮϱ &zϮϲ • Yϰ&zϮϲ ƌŽƉ ĂƌĞ
Slide 17: Financial Snapshot - Q4 and FY26 Seeds
&ŝŶĂŶĐŝĂů^ŶĂƉƐŚŽƚ Ͳ YϰĂŶĚ&zϮϲ^ĞĞĚƐ ༤ƌ͘ ZsEh нϭϱй /d нϴϳй WdĂĨƚĞƌdžĐĞƉƚŝŽŶĂů/ƚĞŵƐ нϭϲϳй ϱϲ ϴϬ ϰϴϭ ϲϵ ϰϭϴ ϯϬ ϯϯ ϰϴ ϭϴ ϭϲ ϯϬϱ ϯϭ Ϯϱ ϯϳ ϭϰй ϭϮ ϮϮϮ нϮϯй нϭϮй ϭϰϭ ϭϬϭ ϯϬ ϰϯ Ϯϱ ϯϭ Ͳϭϰ ͲϭϲͲϭϯ ͲϮϬ ͲϮϮͲϭϴ ͲϮϳͲϮϯ Yϭ YϮ Yϯ Yϰ &z Yϭ YϮ Yϯ Yϰ &z Yϭ YϮ Yϯ Yϰ &z &zϮϱ &zϮϲ &zϮϱ &zϮϲ &zϮϱ &zϮϲ • Yϰ&zϮϲ ƌĞǀĞŶƵĞ ŝŶĐƌĞĂƐ
Slide 18: Thank You
d,E<zKh FOR ANY QUERIES, PLEASE CONTACT BELOW: ŚĂƐŬĂƌ^ǁĂŵŝŶĂƚŚĂŶ ďŚĂƐŬĂƌ͘ƐΛƌĂůůŝƐ͘ĐŽŵ SERVING FARMERS THROUGH SCIENCE ŚŝƌũĞĞǀ^ŝŶŐŚƌŶĞũĂ ZĞŐŝƐƚĞƌĞĚKĨĨŝĐĞ ĐŚŝƌũĞĞǀ͘ƐŝŶŐŚΛƌĂůůŝƐ͘ĐŽŵ ZĂůůŝƐ/ŶĚŝĂ>ŝŵŝƚĞĚ ϮϯƌĚ&ůŽŽƌ͕sŝŽƐ dŽǁĞƌ͕EĞǁƵĨĨĞWĂƌĂĚĞ͕ KĨĨĂƐƚĞƌŶ&ƌĞĞǁĂLJ͕ tĂĚĂůĂ͕DƵŵďĂŝʹ ϰϬϬϬϯϳ͘ /E͗>ϯϲϵϵϮD,ϭϵϰϴW>ϬϭϰϬϴϯ d