Rallis India Limited — Investor Meet, 05-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Rallis India reported Q4FY26 revenue of ₹456 Cr (+6% YoY), EBITDA of ₹-1 Cr (96% improvement), and PAT of ₹-15 Cr (52% improvement). FY26 revenue grew 9% to ₹2897 Cr.

Crop Care revenue rose 5%, driven by domestic B2C (+15%) and Soil & Plant Health (+27%). Seeds business grew 23%, with management projecting high double-digit growth for FY27.

The company is implementing proactive price increases (15-25% raw material cost hikes) and conservative inventory management for Kharif amid global supply constraints and monsoon uncertainties. Strategic focus includes high-margin offerings, digital initiatives, and core crops (Cotton, Maize, Millet, Mustard, Rice) to drive consistent, profitable growth. Management's tone is pragmatic, emphasizing adaptability to market dynamics.