Rallis India Limited · NSE:RALLIS
Rallis India — Q3 FY19 Earnings Presentation
10 slides from Rallis India's earnings presentation, Jan 18, 2019
Slide 1: Results Presentation Q3 & 9M FY19
Results Presentation Q3 & 9M FY19
Slide 2: Disclaimer
Disclaimer This presentation, except for the historical information, may contain statements, including the words or phrases such as ‘expects, anticipates, intends, will, would, undertakes, aims, estimates, contemplates, seeks to, objective, goal, projects, should’ and similar expressions or variatio
Slide 3: Rallis – Areas of Strength
Rallis – Areas of Strength Well entrenched connect Chemistry with the Indian farmer • Crop Protection • Partnering with global (Domestic business) (International business) • Plant Growth Nutrients innovators (PGN) • Strong R&D & executional • Soil conditioners capabilities • Seeds (Hybrid – Paddy, •
Slide 4: Domestic business
Domestic business Leading Agrochemical Company Presence across value chain: Seeds – Harvest – Plant growth nutrients – Soil conditioners Market share: 6% (Crop protection & PGN) Strong & Healthy pipeline of sustainable products Nation wide footprint – 3,500 dealers & 55,000 retailers 4
Slide 5: International Business – Primed for growth
International Business – Primed for growth Alliances Contract Manufacturing • Developing molecules for global - Agro chemicals, Polymers and • Developing molecules for global - Agro Animal care players chemicals, Polymers and Animal care players • Key products • Key products - Poly Ether Ketone Keto
Slide 6: Seed business
Seed business Metahelix develops, produces and sells hybrid seeds including Paddy, Millet, Maize and Bt Cotton with main exposure (80-85%) to the Kharif season Strong market position - among top 3 in Hybrid Paddy(3rd) & Hybrid Millet (3rd) and Maize (6th). With over a million packets sold, our Bt Co
Slide 7: Strategic Initiatives
Strategic Initiatives Domestic business: • Refreshing distribution channel : Adding distributors to enhance growth • Revitalized dealer incentive structure: Higher variable incentives linked to revenue targets • Expansion of credit period to support select product growth • Increase focus on specialt
Slide 8: Financial Performance
Financial Performance Fig in cr Revenue 1,644 1,437 390 417 Q3 FY18 Q3 FY19 9M FY18 9M FY19 EBITDA margins PAT margins 230 234 147 153 38 28 6% 16% 14% 3% 9% 10% 10% 7% 25 14 Q3 FY18 Q3 FY19 9M FY18 9M FY19 Q3 FY18 Q3 FY19 9M FY18 9M FY19 8
Slide 9: Contact Us
Contact Us For further information, please contact: Ashish Mehta Chief Financial Officer, Rallis India Ltd Phone : +91 22 6665 2950 Email: ashishmehta@rallis.co.in Gavin Desa / Suraj Digawalekar CDR, India Phone : +91 22 6645 1237 / 1219 Email: gavin@cdr-india.com / suraj@cdr-india.com 9
Slide 10: Thank You
@) RALLIS INDIA LIMITED A TATA Enterprise RALLIS INDIA LIMITED THANK YOU K@ Oo ¥ & DOMESTIC CROP INTERNATIONAL CONTRACT PLANT GROWTH AGRI PROTECTION BUSINESS MANUFACTURING SEEDS NUTRIENTS SERVICES