Rallis India Limited has informed the Exchange about Transcript
RALLIS · price
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Rallis India reported Q4FY26 revenue of ₹456 crore (up 6% YoY) with significant EBITDA improvement to ₹-1 crore from ₹-19 crore in Q4FY25. Full year FY26 revenue stood at ₹2,897 crore, up 9% YoY. The management highlighted a challenging agrochemical environment with raw material costs rising 15-25% due to geopolitical disruptions, which they are attempting to pass on through price increases. The company expects sector growth of 3-4% in FY27 with margins remaining stable-to-soft. Seeds business delivered 15% growth to ₹481 crore with management guiding for high double-digit growth in the coming year. The company has launched several new products and digital initiatives while maintaining inventory coverage for the upcoming Kharif season despite monsoon forecast being below-normal at 92% of LPA.
The earnings call reveals manageable Q4 losses despite a seasonally weak period and cost pressures. While rising input costs pose near-term margin challenges, the company's ability to pass on prices and strong seeds performance provide some cushion. The cautious but constructive management commentary suggests resilience in the domestic business.