Rallis India Limited · NSE:RALLIS
Rallis India — Q4 FY26 Earnings Presentation
19 slides from Rallis India's earnings presentation, Apr 27, 2026
Slide 1: Submission of Analysts/Investors Presentation
April 27, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Dalal Exchange Plaza 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: Q4 & FY26 Results Presentation
Q4 & FY26 RESULTS PRESENTATION DOMESTIC CROP EXPORTS CROP CUSTOM SYNTHESIS SOIL & PLANT HEALTH PROTECTION PROTECTION MANUFACTURING SEEDS 1
Slide 3: FY26 Key Business Highlights
FY26 Key Business Highlights 1. Highest ever EBITDA driven by broad based volume growth and cost optimization. 2. Domestic Formulations: Overcoming challenges, business delivered 5% revenue growth. o Industry impacted by adverse weather conditions, crop shifts, and lower pest pressure. o Launched 11
Slide 4: Our Vision and Mission
Our Vision - Serving Farmers Through Science Guided by 6 Core Values Our Mission Safety Pioneering Integrity Aspire to be the preferred partner for farmers by helping improve their income & become the Industry benchmark by: • Delivering Scalable & Sustainable Growth • Accelerating Innovation to Mar
Slide 5: Business overview
Business overview Crop Care Seeds Crop Protection Crop Nutrition • “Dhaanya” is one of the fastest growing seed brands in India. Domestic Exports Soil & Plant Health • Breeding programs in Rice, Bajra, Maize, • Organic Fertilizer and Cotton & Mustard. Products spanning • Comprehensive Bio-fertilizer
Slide 6: Long Term Strategy
LONG TERM STRATEGY CROP CARE SEEDS Crop Protection, Focused Crops Soil & Plant Health OVERALL: B2B (Domestic / Exports / CSM): B2C (Domestic Brand): WIDEN REACH, EXTEND PORTFOLIO OFFERINGS FOCUS ON BUILD STRATEGIC PLUG PORTFOLIO GAPS UNDERSERVED CROP IN MAIZE & PADDY ALLIANCES PROTECTION SEGMENTS TA
Slide 7: 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 facilities. • 2 advanc
Slide 8: Our Network
Our Network 8.5 Mn+ Farmer connects 7,200+ Dealers * Crop Care B2C + Seeds Domestic 95,000 Retailers 50+ B2B Customers Seeds 2,200 Seed Villages 31,000 Growers CFAs / Depots Exports 50+ Export Customers 7 Extensive distribution network covering 80% of India’s districts Copyright © Rallis India Limit
Slide 9: Customer Centric Digital Interventions
Customer Centric Digital Interventions Provide GiS application to Capture demand Incentivize farmers Integrate with convenient visually evaluate created in these to purchase Rallis's demand creation touchpoints to agriculturally carefully identified products through on field & amplify farmers to rai
Slide 10: Customer Engagement
Customer Engagement PRODUCT PROMOTION FARMER ENGAGEMENT CHANNEL ENGAGEMENT 9 Building lasting relationships with trade partners and establishing loyalty with customers Copyright © Rallis India Limited. All rights reserved. 9
Slide 11: 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. 10 third party facilities under complete supervision. 4. Seeds: Drying, Proce
Slide 12: Community Support Activities
Community Support Activities ▪ Work completed in 14 villages covering 29K villagers. Water Conservation ▪ Water harvesting capacity created – 5.24 MCM (FY26-0.466 MCM). ▪ Total kilometer de-silted- 11 KM. Jal Dhan ▪ Total School covered 40 and serving 7260 students. Education ▪ Capability Building o
Slide 13: Q4 Operating Context & Highlights
Q4 Operating Context & Highlights • War in the middle east from February end impacted • Domestic formulations: Healthy growth YoY driven by planning, price rise and panic buying of commodities. growth in old brands. • Overall demand was mixed, with low consumption in key • Tech assisted marketing in
Slide 14: Q4 & FY26 Results
Q4 & FY26 RESULTS DOMESTIC CROP EXPORTS CROP CUSTOM SYNTHESIS SOIL & PLANT HEALTH PROTECTION PROTECTION MANUFACTURING SEEDS 13 Copyright © Rallis India Limited. All rights reserved. 13
Slide 15: Key Financial Ratios
Key Financial Ratios Revenue EBITDA PAT 362 184 311 287 148 2,897 125 2,648 2,663 Highest ever EBITDA FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 RoCE (%) RoE (%) Debt to Equity 12% 9% 8% 7% 11% 10% 0.07 0.03 0.03 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 14 We are putting together a roadmap to
Slide 16: Financial Snapshot - Q4 and FY26
Financial Snapshot - Q4 and FY26 ₹ Cr. REVENUE +9% EBITDA +26% PAT after Exceptional Items +47% 2,897 362 184 2,663 287 125 95 98102 150 166 154 +6% 96 +96% 48 957 928 44 58 52% 783 861 623 11 2 522 456 430 -19 -1 -15 -32 Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY FY25 FY26 FY25 FY26 FY25 FY26 • Q
Slide 17: Financial Snapshot - Q4 and FY26 Crop Care
Financial Snapshot - Q4 and FY26 Crop Care ₹ Cr. REVENUE +8% EBITDA +17% PAT after Exceptional Items +34% 2,416 292 151 2,245 250 113 80 86 +5% 135 129 +231% 40 130% 787 760 18 25 22 561 652 492 580 405 425 48 70 61 71 3 7 23 -11 Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY FY25 FY26 FY25 FY26 FY25
Slide 18: Financial Snapshot - Q4 and FY26 Seeds
Financial Snapshot - Q4 and FY26 Seeds ₹ Cr. REVENUE +15% EBITDA +87% PAT after Exceptional Items +167% 56 80 481 69 418 30 33 48 18 16 305 31 25 37 14% 12 222 +23% +12% 141 101 30 43 25 31 -14 -16-13 -20 -22-18 -27-23 Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY Q1 Q2 Q3 Q4 FY FY25 FY26 FY25 FY26 FY25 FY26 • Q4FY
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