Rallis India Limited · NSE:RALLIS
Rallis India — Q2 FY26 Earnings Presentation
18 slides from Rallis India's earnings presentation, 2025
Slide 1: Q2 & H1 FY26 Results Presentation
Q2 & H1 FY26 RESULTS PRESENTATION DOMESTIC CROP EXPORTS CROP CUSTOM SYNTHESIS SOIL AND PLANT PROTECTION PROTECTION MANUFACTURING HEALTH SEEDS 1
Slide 2: Business overview
Business overview Crop Care Crop Protection Crop Nutrition Domestic Exports Soil & Plant Health Seeds Organic Fertilizer and Products spanning Comprehensive Bio-fertilizers the fastest growing herbicides, insecticides catalogue products seed brands in India. and fungicides Custom synthesis only pate
Slide 3: Our Business Model
Our Business Model Understanding the needs of farmers Creating unique patented solutions Research & Initial development of products and solutions Development Prudent resource allocation Efficient supply chain management 5 state-of-the-art ag-chem manufacturing 30 Key 17 Patents facilities Partners 2
Slide 4: Our Network
Our Network 8 Mn+ Farmer connects 6,600 Dealers * Crop Care B2C + Seeds Domestic 95,000 Retailers 50+ B2B customers Seeds 1,800 Seed villages 28,000 Growers CFAs / Depots Exports 80+ Export customers 4 Copyright © Rallis India Limited. All rights reserved. 4
Slide 5: Customer Engagement
Customer Engagement PRODUCT PROMOTION FARMER ENGAGEMENT CHANNEL ENGAGEMENT 5 Building lasting relationships with trade partners and establishing loyalty with customers Copyright © Rallis India Limited. All rights reserved. 5
Slide 6: Our Manufacturing Operations
Our Manufacturing Operations 1. Extensive knowledge and expertise in process chemistry & engineering 2. 5 owned manufacturing facilities: a) Akola, Lote and Ankaleshwar b) Multi-purpose plants at Dahej CZ & Dahej SEZ 3. 9 third party facilities under complete supervision 4. Seeds: Drying, Processing
Slide 7: 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 8: Technology at Rallis
Technology at Rallis Building an Information Highway Demand Fulfilment Demand Creation Supply Chain Distributor Retailer CA/MDRs Influencer famer Farmer(s) Dealer Account Retailer loyalty Sales Team CA + Farmer Helpline Social Media Integrated Business Management Management Application Application S
Slide 9: Q2 Operating Context
Q2 Operating Context 1. Incessant rains in several parts of the country during the quarter impacted 1 to 3 rounds of CP sprays 2. Domestic Crop Protection Industry witnessed higher sales returns, loss of biologicals sales due to regulatory disruptions & crop damages due to floods 3. Business focused
Slide 10: Key Business Highlights
Key Business Highlights 1. New products launched in Q2 Deeweed (herbicide) and Dodrio (fungicide) a. Entry made into Maize herbicide market with 2 new offerings in Q1 (Penflor, Allato) received good response b. Total 8 new products launched YTD including Master Gold, Torris, Vaar, Teer 2. Bio stimul
Slide 11: Q2 FY26 Results
Q2 FY26 RESULTS DOMESTIC CROP EXPORTS CROP CUSTOM SYNTHESIS SOIL AND PLANT PROTECTION PROTECTION MANUFACTURING HEALTH SEEDS 11 Copyright © Rallis India Limited. All rights reserved. 11
Slide 12: Financial Snapshot - Q2 and H1FY26
Financial Snapshot - Q2 and H1FY26 REVENUE EBITDA PAT AEI 166 154 150 957 928 861 95 98 102 783 96 48 Q1 Q2 Q1 Q2 Q1 Q2 FY25 FY26 FY25 FY26 FY25 FY26 Revenue decreased by 7% from 928 Cr in Q2FY26 EBITDA decreased by 7% primarily Q2FY26 PAT increased by 4% from Q2FY25, Q2FY25 to 861 Cr in Q2FY26 due
Slide 13: Financial Snapshot - Q2 and H1FY26 Crop Care
Financial Snapshot - Q2 and H1FY26 Crop Care REVENUE EBITDA PAT AEI 135 129 787 760 80 86 652 561 70 40 48 18 Q1 Q2 Q1 Q2 Q1 Q2 FY25 FY26 FY25 FY26 FY25 FY26 Crop Care revenue decreased by 3% vs Q2FY25 Q2FY26 EBITDA decreased by 4% vs Q2FY26 PAT increased by 7% from Q2FY25 driven by price variance Q
Slide 14: Financial Snapshot - Q2 and H1FY26 Seeds
Financial Snapshot - Q2 and H1FY26 Seeds REVENUE EBITDA PAT AEI 305 80 40 222 48 141 31 25 18 18 16 101 Q1 Q2 Q1 Q2 Q1 Q2 FY25 FY26 FY25 FY26 FY25 FY26 Q2FY26 Revenue decreased by 29% vs Q2FY26 EBITDA is 25 Cr vs 31 Cr in Q2FY26 PAT is 16 Cr vs 18 Cr in Q2FY25 Q2FY25 primarily due to supply chain Q2
Slide 15: Saksham Niveshak Campaign
Saksham Niveshak Campaign 15 Copyright © Rallis India Limited. All rights reserved. 15
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 . (Work has been temporarily halted due to Flood situation). Jal Dhan 1800+ Books distributed under English Intervention Prog. Education students is in progress. RUBY Capability
Slide 17: Community Support Activities - Tata Volunteering Week
Community Support Activities-TVW 24 (TATA VOLUNTERING WEEK) As part of the 24th edition of TATA Volunteering Week, we successfully conducted 42 impactful activities across pan India, engaging 204 active volunteers who collectively contributed 577 volunteer hours. These efforts directly created a pos
Slide 18: Thank You
THANK YOU FOR ANY QUERIES, PLEASE CONTACT BELOW: Bhaskar Swaminathan bhaskar.s@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 - 400037 CIN: