Rallis India Limited — PPTs, 23-04-2025: Investor Presentation

**Financial Highlights:** For FY25, Rallis India reported revenue of ₹2,663 Cr, a slight increase from ₹2,648 Cr in FY24. Q4 FY25 revenue dipped by 1% to ₹430 Cr, primarily due to weak export performance, with both Crop Care and Seeds revenues down by 1% and 3%, respectively. The EBITDA saw a significant decrease, registering at ₹-20 Cr for Q4 FY25, down from ₹7 Cr in the same quarter last year, primarily due to pricing pressures in the domestic market.

**Strategic Initiatives and Growth Drivers:** Rallis continues to strengthen its position in crop protection, focusing on strategic alliances and improving its product portfolio. The company emphasizes expanding its Soil and Plant Health solutions, which have shown a robust growth rate of 22%. The Seeds segment remains targeted for growth through in-licensing partnerships and expanding high-growth segments.

**Business Developments:** Rallis is prioritizing digital engagement to deepen customer relationships and is actively working on boosting exports while also enhancing its CSM (Custom Synthesis Manufacturing) capabilities.

**Market Position and Competitive Advantage:** The company holds a strong presence in agri-inputs, with operations in over 70 countries. It aims to capture underserved segments within the crop protection market, leveraging its comprehensive portfolio and R&D investments.

**Investor Implications:** With a strategic focus on innovation and market expansion, despite recent challenges, investors should regard this as a period to watch closely, given Rallis’s commitment to long-term growth and sustainability initiatives.