Rallis India Limited · NSE:RALLIS
Rallis India — Q2 FY26 Earnings Presentation
19 slides from Rallis India's earnings presentation, Oct 16, 2025
Slide 1: Submission of Analysts/Investors Presentation
October 16, 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: Lett
Slide 2: 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 3: Business overview
Business overview Crop Care Crop Protection Crop Nutrition Domestic Exports Soil & Plant Health Seeds • Organic Fertilizer and • “Dhaanya” is one of Products spanning • Comprehensive Bio-fertilizers the fastest growing herbicides, insecticides catalogue products • GEOGREEN® is India’s seed brands in
Slide 4: 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 facilitie
Slide 5: 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 Extensive distribution network covering 80% of India’s districts “Crop Nutrition/Biologicals & Spe
Slide 6: Customer Engagement
Customer Engagement PRODUCT PROMOTION FARMER ENGAGEMENT CHANNEL ENGAGEMENT 5 Building lasting relationships with trade partners and establishing loyalty with customers “Crop Nutrition/Biologicals & Specialty solutions” is referred to as ”Soil and Plant health solutions (SPH) Copyright © Rallis India
Slide 7: 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 8: 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 9: 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 10: 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 11: 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 stim
Slide 12: 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 13: Financial Snapshot - Q2 and H1FY26
Financial Snapshot - Q2 and H1FY26 ₹ Cr. REVENUE EBITDA PAT AEI H1FY25: ₹1,711 Cr; H1FY26 ₹1,818 Cr H1FY25: ₹261 Cr; H1FY26 ₹303 Cr H1FY25: ₹146 Cr; H1FY26 ₹197 Cr 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 •
Slide 14: Financial Snapshot - Q2 and H1FY26 Crop Care
Financial Snapshot - Q2 and H1FY26 Crop Care ₹ Cr. REVENUE EBITDA PAT AEI H1FY25: ₹1,348 Cr; H1FY26 ₹1,411 Cr H1FY25: ₹182 Cr; H1FY26 ₹198 Cr H1FY25: ₹98 Cr; H1FY26 ₹126 Cr 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% v
Slide 15: Financial Snapshot - Q2 and H1FY26 Seeds
Financial Snapshot - Q2 and H1FY26 Seeds ₹ Cr. REVENUE EBITDA PAT AEI H1FY25: ₹363 Cr; H1FY26 ₹406 Cr H1FY25: ₹79 Cr; H1FY26 ₹105 Cr H1FY25: ₹48 Cr; H1FY26 ₹71 Cr 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 EBI
Slide 16: Saksham Niveshak Campaign
Saksham Niveshak Campaign 15 Copyright © Rallis India Limited. All rights reserved. 15
Slide 17: 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 ▪ Science , Math’s & English inter
Slide 18: 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 19: 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: