Rallis India Limited — PPTs, 16-10-2025: Investor Presentation

Rallis India navigated a challenging Q2 FY26, with revenue decreasing 7% YoY to ₹861 Cr due to incessant rains impacting crop protection sprays. Despite this, PAT rose 4% to ₹102 Cr, and margins improved to 11.8%.

The B2B segment was a strong performer, growing 14%, with exports surging 33%. However, domestic Crop Protection (B2C) sales were down 10%, and Soil & Plant Health (SPH) saw a 20% decline, partly due to regulatory shifts for biostimulants (now produced in-house). Seeds revenue dipped 29% from supply chain issues.

Strategically, Rallis is focused on expanding market reach, leveraging digital platforms, and intensifying Custom Synthesis Manufacturing. The company launched 2 new products in Q2 and 8 YTD, bolstering its portfolio. Management expects Custom Synthesis revenues to rebound from Q3/Q4, with a robust pipeline of new products slated for future launches.