Rallis India Limited has informed the Exchange about Transcript
RALLIS · price
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Rallis India reported a strong Q1 FY26 with revenue up 20% YoY to INR957 crores and PAT nearly doubling to INR95 crores from INR48 crores. EBITDA surged 57% to INR150 crores, driven by volume-led growth across Crop Care B2C (+13% to INR449 crores), B2B/exports (+23% to INR203 crores, exports +75%), Seeds (+38% to INR305 crores), and Soil & Plant Health (+33%). The company launched 9 new crop protection products and 14 new seed products, while maintaining zero external debt and guided capex of ~INR100 crores for the year. Management reiterated a long-term EBITDA margin target of 15-20% range, targeting 500 bps steady-state improvement from prior levels. A notable management change was announced: CFO Subhra Gourisaria is moving to a larger role in another group company.
The broad-based volume growth and margin expansion signal operational strength and a possible recovery after two challenging years, which is positive for the stock. However, the CFO transition to a bigger group role introduces some near-term uncertainty around continuity in financial leadership, and management deferred several product-level revenue and margin questions to the H1 update.