Enclosed herewith is the Transcript of the Earnings Call held on April 28, 2026.
RALLIS · price
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Rallis India reported Q4FY26 revenue of ₹456 crore (up 6% YoY) with significantly improved losses - EBITDA loss narrowed 96% to ₹-1 crore and PAT loss reduced 52% to ₹-15 crore versus Q4FY25. Full year FY26 revenue stood at ₹2,897 crore with 9% growth. B2C domestic business grew 15% to ₹255 crore driven by 14% volume growth, while Seeds business surged 23% to ₹31 crore. Management highlighted industry-wide cost inflation of 15-25% due to geopolitical disruptions and expects margins to remain stable-to-soft. Below-normal monsoon forecast (92% of LPA) and reduced summer sowing (down 4.7% YoY) pose near-term risks. The company has secured inventory for Kharif season and is implementing price increases to offset higher raw material costs. Cash position remains strong at ₹541 crore as of March 31, 2026.
The stock faces margin pressure from input cost inflation despite volume growth. Near-term performance will depend on monsoon distribution and the company's ability to pass through price increases in a potentially demand-constrained environment due to below-normal rainfall expectations.