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RALLIS - Rallis India

📊 NSE: RALLIS 🏢 Pesticides / Agrochemicals - Indian 📅 Last Updated: 12/14/2025 11:35

📢 Recent Corporate Announcements

Rallis India Schedules Multiple Investor Meetings and Conferences for May-June 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 30 Apr 2026, 05:05 PM

Rallis India Limited has announced a series of upcoming interactions with institutional investors and analysts scheduled between May 6 and June 2, 2026. The schedule includes one-on-one meetings with major firms like SBI AMC and Quantum Advisors, alongside participation in two large-scale investor conferences in Mumbai. These meetings are part of the company's routine investor relations program to discuss business outlook and performance. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be shared during these sessions.

One-on-one meeting with SBI AMC scheduled for May 6, 2026, in Mumbai.
One-on-one meeting with Quantum Advisors scheduled for May 7, 2026.
Participation in 360 ONE Capital's TRINITY INDIA 2026 Annual Investor Conference on May 27, 2026.
Attendance at Axis Capital's Rising Stars Conference on June 2, 2026.
Company confirms compliance with SEBI Regulation 30(6) regarding investor disclosures.

💡 Investors should watch for any investor presentations or meeting transcripts uploaded to the exchange following these dates for insights into management's outlook. No immediate portfolio action is required based on this routine scheduling update.

Rallis India Releases Audio Recording of Q4 and FY26 Earnings Call

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 28 Apr 2026, 04:54 PM

Rallis India Limited has shared the audio recording link for its Analysts/Investors Call held on April 28, 2026. The call focused on the audited financial results for the fourth quarter and the full fiscal year ending March 31, 2026. This disclosure follows the board's approval of the financial results on April 27, 2026. The recording allows investors to hear management's detailed commentary on operational performance and future guidance.

Audio recording link for Q4 and FY26 earnings call is now publicly available.
The call was conducted on April 28, 2026, following the board meeting on April 27, 2026.
Covers audited financial results for the quarter and year ended March 31, 2026.
Standard regulatory compliance filing to ensure transparency for all shareholders.

💡 Investors should listen to the recording to understand management's views on volume growth and margin sustainability. Pay close attention to commentary regarding the impact of global agrochemical inventory levels.

Rallis India Reports Record FY26 EBITDA; PAT Surges 47% to ₹184 Crore

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 27 Apr 2026, 07:33 PM

Rallis India delivered a strong FY26 performance with revenue growing 9% to ₹2,897 crore and PAT increasing significantly by 47% to ₹184 crore. The company achieved its highest-ever EBITDA of ₹362 crore with margins improving to 12.5%, driven by volume growth and cost optimization. The Seeds business showed robust momentum with 15% annual growth and a 23% jump in Q4. While Q4 revenue growth was more moderate at 6%, the overall fiscal year reflects successful execution in B2B exports and domestic formulations.

FY26 Revenue grew 9% YoY to ₹2,897 crore, supported by broad-based growth across segments.
Profit After Tax (PAT) surged 47% to ₹184 crore compared to ₹125 crore in the previous year.
Achieved highest-ever EBITDA of ₹362 crore with margins expanding to 12.5%.
B2B Exports including Custom Synthesis (CSM) grew 17% YoY in FY26 due to volume expansion.
Seeds business outperformed with 23% growth in Q4 FY26 and 15% for the full year.

💡 Investors should take note of the significant margin expansion and record EBITDA, which indicate improved operational efficiency. The strong momentum in the Seeds and CSM segments suggests a positive outlook for the coming fiscal year.

Rallis India Appoints Ex-Mars Chief Science Officer David Crean as Independent Director

🟢 POSITIVE ⭐ 6/10

MANAGEMENT 📅 27 Apr 2026, 06:59 PM

Rallis India Limited has appointed Mr. David Francis Crean as an Additional Independent Director for a five-year term effective April 27, 2026. Mr. Crean brings over 40 years of global experience, including a 35-year career at Mars, Incorporated, where he served as Chief Science Officer. His extensive background in R&D, food safety, and innovation is expected to provide strategic technical guidance to the company. This appointment is subject to shareholder approval and strengthens the board's expertise in global science and technology standards.

Appointment of Mr. David Francis Crean as Independent Director for a 5-year term until April 2031.
Appointee has over 40 years of international experience in food science, R&D, and corporate governance.
Spent 35 years at Mars, Inc., holding senior roles including VP of Corporate R&D and Chief Science Officer.
Currently serves as an Independent Director at Tata Consumer Products Limited and Science Adviser to Oatly.
Board meeting for the appointment commenced at 2:30 p.m. and concluded at 4:30 p.m. on April 27, 2026.

💡 Investors should view this as a positive development for long-term R&D and governance, as the company gains access to high-level global expertise. No immediate action is required, but this strengthens the company's leadership profile within the Tata Group ecosystem.

Rallis India FY26 Net Profit Jumps 47% to ₹184 Cr; Recommends ₹3 Dividend

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 27 Apr 2026, 06:43 PM

Rallis India reported a strong full-year performance for FY26, with annual revenue growing 8.8% to ₹2,897 crore. The company's net profit for the year increased significantly by 47% to ₹184 crore, up from ₹125 crore in FY25. While the fourth quarter recorded a seasonal loss of ₹12 crore, this was a notable improvement from the ₹33 crore loss in the same period last year. The Board has recommended a dividend of ₹3 per share, reflecting a 300% payout on face value.

Annual Revenue from operations increased to ₹2,897 crore in FY26 from ₹2,663 crore in FY25.
Full-year Net Profit rose 47% YoY to ₹184 crore despite a ₹40 crore exceptional charge for Labour Code impacts.
Q4 FY26 net loss narrowed to ₹12 crore compared to a loss of ₹33 crore in Q4 FY25.
Recommended a dividend of ₹3 per equity share (300%) for the financial year ended March 31, 2026.
Agri-Inputs segment remains the primary driver with annual revenue of ₹2,876 crore.

💡 Investors should take confidence in the strong annual profit growth and the narrowing of seasonal Q4 losses. The steady dividend and improved margins suggest operational efficiency, though the stock remains sensitive to monsoon and cropping patterns.

Rallis India to Host Q4 and FY26 Earnings Call on April 28, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 14 Apr 2026, 08:51 PM

Rallis India Limited, a Tata Group company, has scheduled its earnings conference call for Tuesday, April 28, 2026, at 11:00 AM IST. The call will focus on the company's financial performance for the fourth quarter and the full financial year ended March 31, 2026. Senior management will provide key commentary followed by an interactive Q&A session for analysts and institutional investors. This is a routine regulatory disclosure ahead of the formal announcement of annual financial results.

Earnings call scheduled for April 28, 2026, at 11:00 AM IST.
Covers financial results for the quarter and full year ended March 31, 2026.
Senior management, including CFO Bhaskar Swaminathan, will be present for the Q&A.
Primary dial-in numbers for the call are +91 22 6280 1378 and +91 22 7115 8294.

💡 Investors should track the upcoming results on April 28 to assess the company's performance in the crop protection sector and listen for FY27 growth guidance.

Rallis India Shareholders Approve Ashok Hiralal Sharma as Independent Director with 99.97% Votes

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 13 Apr 2026, 04:18 PM

Rallis India Limited has successfully passed a special resolution via postal ballot to appoint Mr. Ashok Hiralal Sharma as an Independent Director. The voting process, which concluded on April 12, 2026, saw a total of 14,49,68,037 valid votes cast by shareholders. The resolution received overwhelming support with 99.9697% of votes in favor and only 0.0303% against. This appointment is effective from April 12, 2026, and strengthens the company's board with independent oversight.

Special resolution for the appointment of Mr. Ashok Hiralal Sharma passed with a 99.97% majority.
A total of 14,49,68,037 valid votes were cast during the remote e-voting period ending April 12, 2026.
Promoter and Promoter Group cast 10,71,16,610 votes, all 100% in favor of the resolution.
Public Institutional holders showed strong support with 99.89% of their 3.74 crore votes in favor.
The appointment was conducted via postal ballot through remote e-voting as per SEBI and Companies Act regulations.

💡 This is a routine corporate governance update and requires no immediate action from investors. The high approval rating indicates strong shareholder alignment with the board's management decisions.

Rallis India Issues Reminder for Share Transfer to IEPF for Unclaimed Dividends

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 01 Apr 2026, 04:24 PM

Rallis India Limited has issued a formal reminder to shareholders who have not claimed their dividends for seven or more consecutive years. In compliance with the Companies Act 2013, both the unclaimed dividends and the underlying shares are liable to be transferred to the Investor Education and Protection Fund (IEPF). Shareholders have until July 26, 2026, to claim the final dividend for FY 2018-19 to prevent this transfer. This is a standard regulatory procedure and does not impact the company's financial performance or operations.

Shares with unclaimed dividends for 7 consecutive years will be transferred to the IEPF Authority.
The deadline for shareholders to claim the FY 2018-19 final dividend is July 26, 2026.
Physical share certificates will be deemed cancelled and non-negotiable once transferred to IEPF.
Shareholders must ensure their folios are KYC compliant with updated bank details to receive outstanding payments.
The Registrar and Transfer Agent (RTA) for this process is MUFG Intime India Private Limited.

💡 Investors should check the 'Investor Relations' section on the Rallis India website to verify if they have any unclaimed dividends. If listed, they must submit the required KYC documents and claim forms to the RTA before the July 26, 2026 deadline.

Rallis India Announces Trading Window Closure from March 25 for Q4 FY26 Results

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 23 Mar 2026, 03:46 PM

Rallis India Limited has announced the closure of its trading window for all designated persons starting Wednesday, March 25, 2026. This action is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, ahead of the upcoming financial results. The closure pertains to the consideration of audited financial results for the quarter and full financial year ending March 31, 2026. The trading window will reopen 48 hours after the board meeting results are officially declared to the exchanges.

Trading window closure begins on March 25, 2026, for all designated employees and insiders.
The closure is mandatory for the consideration of audited financial results for Q4 and FY ending March 31, 2026.
Trading window will remain closed until 48 hours after the conclusion of the Board Meeting.
The specific date for the Board Meeting to approve results will be announced separately in due course.

💡 This is a routine regulatory filing and does not impact the company's fundamentals. Investors should monitor for the upcoming board meeting date to assess the company's year-end financial performance.

Rallis India Seeks Shareholder Approval for Appointment of Ashok Sharma as Independent Director

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 13 Mar 2026, 01:16 PM

Rallis India Limited has issued a postal ballot notice to seek shareholder approval for the appointment of Mr. Ashok Hiralal Sharma as an Independent Director. The proposed appointment is for a five-year term effective from February 10, 2026, to February 9, 2031. Shareholders as of the cut-off date of March 6, 2026, are eligible to participate in the remote e-voting process. The voting period is scheduled to run from March 14, 2026, through April 12, 2026, with results expected by April 14, 2026.

Proposed appointment of Mr. Ashok Hiralal Sharma as an Independent Director for a 5-year term
Term of office defined from February 10, 2026, up to February 9, 2031
Remote e-voting period starts March 14, 2026, and ends April 12, 2026
Cut-off date for determining voting eligibility set as March 6, 2026
Final results of the postal ballot to be announced on or before April 14, 2026

💡 This is a routine governance procedure; investors should review the candidate's background in the full notice and exercise their voting rights during the specified window.

Rallis India Schedules Meetings with Abakkus and Karma Capital in March 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 05 Mar 2026, 04:05 PM

Rallis India Limited has announced a schedule for one-on-one meetings with institutional investors in Mumbai. The company is set to meet with Abakkus Asset Manager Private Limited on March 10, 2026, and Karma Capital Advisors Private Limited on March 11, 2026. These meetings are part of the company's regular investor relations activities under SEBI regulations. The company has clarified that no unpublished price sensitive information (UPSI) will be shared during these sessions.

One-on-one meeting with Abakkus Asset Manager scheduled for March 10, 2026
One-on-one meeting with Karma Capital Advisors scheduled for March 11, 2026
Both meetings are scheduled to take place in Mumbai
Compliance disclosure filed under Regulation 30(6) of SEBI LODR Regulations

💡 No immediate action is required as this is a routine regulatory disclosure. Investors should look for any subsequent investor presentations or transcripts that may provide insights into the company's growth strategy.

Rallis India Appoints Former Mahindra Agri CEO Ashok Sharma as Independent Director for 5 Years

🟢 POSITIVE ⭐ 6/10

MANAGEMENT 📅 09 Feb 2026, 07:52 PM

Rallis India has appointed Mr. Ashok Sharma as an Additional Independent Director for a five-year term effective February 10, 2026. Mr. Sharma is a seasoned industry veteran who served as the MD & CEO of Mahindra Agri Solutions Limited from 2011 to 2023. His extensive experience in agri-tech, R&D, and international joint ventures is expected to provide significant strategic value to Rallis. The appointment is subject to shareholder approval and strengthens the board's domain expertise in the agricultural sector.

Appointment of Mr. Ashok Sharma as Independent Director for a 5-year term until February 9, 2031
Mr. Sharma brings over 30 years of experience, including 26 years at the Mahindra & Mahindra group
Previously served as MD & CEO of Mahindra Agri Solutions for 12 years, focusing on R&D and farm tech
Expertise includes setting up international JVs for agrochemicals and seed businesses
The appointment is based on the recommendation of the Nomination and Remuneration Committee

💡 Investors should view this as a positive governance move that brings deep sector-specific leadership to the board. Monitor how his expertise in agri-tech and R&D influences the company's long-term product pipeline.

Rallis India Shareholders Approve Mahesh Kumar Girdhar as Independent Director with 99.97% Votes

🟡 NEUTRAL ⭐ 4/10

MANAGEMENT 📅 09 Feb 2026, 07:16 PM

Rallis India Limited has announced the results of its postal ballot regarding the appointment of Mr. Mahesh Kumar Girdhar as an Independent Director. The special resolution was passed with an overwhelming majority, receiving 99.97% of the total votes cast. The voting process, which concluded on February 8, 2026, saw participation from 14.78 crore shares, representing approximately 76% of the company's total shareholding. This appointment strengthens the board's independent oversight as the company continues its operations in the agrochemical sector.

Special resolution for appointment of Mahesh Kumar Girdhar as Independent Director passed with 99.9723% votes in favor.
Total valid votes polled amounted to 14,78,11,273 out of a total of 1,37,223 eligible shareholders.
Promoter and Promoter Group participation was 100% with all 10.71 crore votes in favor.
Public Institutional holders showed 81.7% participation, with 99.90% of those votes supporting the resolution.
Only 40,892 votes (0.0277%) were cast against the resolution across all shareholder categories.

💡 This is a routine management update and a positive sign of shareholder consensus; no immediate action is required. Investors should continue to focus on the company's quarterly performance and market position in the crop protection industry.

Rallis India Schedules Multiple Institutional Investor Meetings for Feb-March 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 04 Feb 2026, 04:13 PM

Rallis India has announced an extensive schedule of meetings with institutional investors and analysts spanning from February 9 to March 5, 2026. The company will engage with international firms in Singapore, including Wellington Management and FSSA Investment Managers, on February 9. Domestically, Rallis will participate in major investor conferences hosted by Kotak Securities and IIFL, alongside one-on-one meetings with HDFC AMC and HDFC Life in Mumbai. These meetings are intended for routine business discussions and no unpublished price-sensitive information will be disclosed.

Scheduled interactions with over 10 institutional entities across Singapore and Mumbai
International outreach on February 9, 2026, with 4 Singapore-based investment managers
Participation in two major brokerage-led investor conferences on February 25 and 26
One-on-one meetings with domestic institutional leaders including HDFC AMC and HDFC Life
Engagement period concludes with NV Alpha Fund Management on March 5, 2026

💡 This is a routine disclosure; investors should watch for any investor presentations or transcripts released post-meetings for updates on the company's strategic outlook.

Rallis India Q3 Revenue Up 19% to ₹623 Cr; PAT Impacted by ₹40 Cr Exceptional Wage Provision

🔵 WATCH ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 02:24 PM

Rallis India reported a robust 19% YoY revenue growth to ₹623 crore for Q3 FY26, primarily driven by a 28% increase in volumes despite an 8% decline in realizations. EBITDA grew by 29% to ₹58 crore, but Net Profit (PAT) fell 81% to ₹2 crore due to a one-time ₹40 crore gratuity provision following wage code implementation. The export segment (B2B) was a standout performer, surging 73% YoY, while the seeds business grew 46% despite seasonal headwinds. Management remains focused on digital engagement and new product launches to counter global pricing pressures from China.

Revenue grew 19% YoY to ₹623 crore, supported by a strong 28% volume expansion.
PAT declined 81% to ₹2 crore due to an exceptional ₹40 crore provision for gratuity.
Export (B2B) revenue surged 73% to ₹129 crore, driven by higher capacity utilization and customer expansion.
Seeds business revenue increased 46% to ₹43 crore, led by paddy, mustard, and wheat placements.
Maintained strong liquidity with cash and liquid balances of ₹455 crore as of December 31, 2025.

💡 Investors should look past the one-time PAT hit and focus on the strong volume growth and export recovery. Monitor the impact of global pricing volatility and Chinese competition on future margins.

View All RALLIS Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

The Crop Care segment (82-84% of revenue) saw a 10.8% decline in FY24 to INR 2,650 Cr but recovered with 16% growth in Q1 FY26. The Seeds segment (16% of revenue) grew 21% in FY24 to INR 416 Cr and surged 38% in Q1 FY26 due to better volume offtake.

Geographic Revenue Split

Domestic sales contribute ~80% of total revenue, covering 80% of India's districts. Exports contribute ~20% (INR 545 Cr in FY25), reaching 41 countries, though export revenue declined 35% in FY24 and 14.7% in FY25 due to global headwinds.

Profitability Margins

Gross margins improved to 40.1% in FY24 from 34.2% in FY23. Operating margins fluctuated from 8.6% in FY23 to 12.3% in FY24, then moderated to 11.1% in FY25 due to lower operating leverage on flat revenues.

EBITDA Margin

EBITDA margin stood at 11.1% for FY25, a decrease from 12.3% in FY24. Q1 FY26 saw a temporary spike to 16.92% driven by pre-buying and early monsoon, while the company targets a long-term seed business EBITDA margin of 23-25%.

Capital Expenditure

Historical and planned annual capital expenditure is maintained at INR 150 Cr per annum to fund manufacturing efficiencies and new product development.

Credit Rating & Borrowing

CRISIL AA+/Stable for long-term and CRISIL A1+ for short-term/commercial paper. Interest coverage remains robust at 17.5x to 19x, supported by a healthy capital structure with nearly nil term debt.

⚙️ Operational Drivers

Raw Materials

Key inputs include chemical feedstocks and technical grade pesticides, which are subject to global price volatility. Raw material inflation is managed through procurement efficiency and pricing discipline.

Import Sources

Sourced both domestically and internationally, with significant exposure to China, which has impacted the market through dumping and price erosion in the technicals segment.

Key Suppliers

Not specifically named in the documents, but the company leverages its relationship with parent Tata Chemicals Ltd for operational and managerial support.

Capacity Expansion

Focus is on manufacturing efficiencies and the Rallis Innovation Chemistry Hub (RICH) to cater to domestic and global requirements, supported by INR 150 Cr annual capex.

Raw Material Costs

Raw material costs are a significant portion of the cost structure; gross margins improved by 590 basis points in FY24 due to cost optimization and lower feedstock prices.

Manufacturing Efficiency

Focus on manufacturing efficiencies and digitalization to grow faster than the industry average. Capacity utilization metrics are not explicitly provided.

Logistics & Distribution

Extensive distribution network covering 80% of India's districts; specific distribution costs as a % of revenue are not disclosed.

📈 Strategic Growth

Expected Growth Rate

8-10%

Growth Strategy

Growth will be driven by increasing the Innovation Turnover Index (ITI) from 14% to 20% through new product launches, particularly in the Herbicide segment (23% of branded sales), and expanding digital market reach in rural villages.

Products & Services

Insecticides (44% of domestic branded formulations), Fungicides (32%), Herbicides (23%), hybrid seeds (cotton, etc.), and plant growth nutrients.

Brand Portfolio

Rallis India, RICH (Rallis Innovation Chemistry Hub), and Sampark (farmer engagement initiative).

New Products/Services

New product launches contributed to a 14% ITI in FY25, with a target to reach 20% over the medium term to drive revenue growth.

Market Expansion

Expanding strategic alliances and farmer reach in domestic villages while exploring new export opportunities in 41 countries.

Market Share & Ranking

Rallis is a leading player in the domestic crop protection sector, though its 2% CAGR has lagged the industry's 7-8% CAGR over the last five years.

Strategic Alliances

Partnerships for seed products and strategic alliances for crop protection; specific partner names are not disclosed.

🌍 External Factors

Industry Trends

The industry is seeing a shift toward herbicides due to changing labor dynamics and a focus on digitalization for farmer engagement. Global markets are currently recovering from a period of intense de-stocking.

Competitive Landscape

Competes with multinationals and domestic players in a highly fragmented and regulated agrochemical market.

Competitive Moat

Moat is built on the 'Tata' brand, a strong distribution network (80% of districts), and deep farmer relationships. Sustainability is supported by the 55.08% ownership by Tata Chemicals Ltd.

Macro Economic Sensitivity

Highly sensitive to agricultural GDP and monsoon patterns; early monsoon in FY26 led to a 22.2% revenue jump in Q1 due to pre-buying.

Consumer Behavior

Farmer sentiment is volatile and tied to farm income and monsoon reliability, influencing the timing of pesticide and seed purchases.

Geopolitical Risks

Trade dynamics with China (dumping) and global supply chain disruptions pose significant risks to the export segment (20% of revenue).

⚖️ Regulatory & Governance

Industry Regulations

Subject to specific registration processes in different countries and potential bans on key pesticides; the company maintains a product pipeline to mitigate these risks.