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Rallis India Limited Q2 FY26 earnings call summary

NSE: RALLIS · BSE: 500355

Earnings call of 17 Oct 2025, summarised by AI from the filing.

Rallis India Q2 FY26 revenue ₹861 cr, degrowth of 7%, on excessive rains; targets seed EBITDA margin of 23-25%.

Key takeaways

  1. Q2 revenue ₹861 cr (Q2 FY25: ₹928 cr), degrowth of 7% due to excessive rains.
  2. Seed margin target Targets seed business EBITDA margin of 23% to 25%, on par with industry players.
  3. Export growth H1 export revenue ₹312 cr vs ₹207 cr last year, 51% growth.
  4. New products Launched Deeweed and Dodrio; 8 new products year-to-date.
  5. Rainfall impact Abnormal rainfall caused crop losses and delayed harvesting, reducing demand.

Original filing on BSE

Rallis India Limited Q1 FY27 results

As filed: Revenue ₹1,022 cr (+7% year on year), EBITDA ₹185 cr (+23% year on year), PAT ₹125 cr (+32% year on year), EBITDA margin 18.1% (+243 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹456 cr (+6% year on year), EBITDA −₹1.0 cr, PAT −₹15.0 cr, EBITDA margin -0.2% (+443 bps). Score 45 of 100, In line with trend. Revenue growth was in line with the company's own trend. EBITDA margin rose 443 bps year on year. Revenue fell 27% from last quarter. Share price after the results: −4.1% in 30 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹623 cr (+19% year on year), EBITDA ₹58.0 cr (+32% year on year), PAT ₹2.0 cr (+89% year on year), EBITDA margin 9.3% (+88 bps). Score 59 of 100, In line with trend. Revenue and profit before exceptional items growth were well above the company's own trend; EBITDA growth was in line with it. EBITDA margin rose 88 bps year on year. Other income 900% of PBT. Tax rate -100%. Revenue fell 28% from last quarter. Share price after the results: +15.7% in 30 days (Nifty 500: +0.9%).
  • Q2 FY26: Revenue ₹861 cr (−7% year on year), EBITDA ₹154 cr (−7% year on year), PAT ₹102 cr (+4% year on year), EBITDA margin 17.9% (0 bps). Score 44 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin was flat year on year. Revenue fell 10% from last quarter. Share price after the results: −17.2% in 30 days (Nifty 500: +1.8%).
  • Q1 FY26: Revenue ₹957 cr (+22% year on year), EBITDA ₹150 cr (+56% year on year), PAT ₹95.0 cr (+98% year on year), EBITDA margin 15.7% (+341 bps). Score 90 of 100, Above trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was above it. EBITDA margin rose 341 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +7.3% in 30 days (Nifty 500: −2.6%).
  • Q4 FY25: Revenue ₹430 cr (−1% year on year), EBITDA −₹20.0 cr (−300% year on year), PAT −₹32.0 cr, EBITDA margin -4.7% (−603 bps). Score 15 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it. EBITDA margin fell 603 bps year on year. Revenue fell 18% from last quarter. Share price after the results: +13.0% in 30 days (Nifty 500: +6.5%).
  • Q3 FY25: Revenue ₹522 cr (−13% year on year), EBITDA ₹44.0 cr (−29% year on year), PAT ₹11.0 cr (−54% year on year), EBITDA margin 8.4% (−194 bps). Score 14 of 100, Below trend. Revenue growth was well below the company's own trend. EBITDA margin fell 194 bps year on year. Other income 32% of PBT. Tax rate 42%. Revenue fell 44% from last quarter.
  • Q2 FY25: Revenue ₹928 cr (+12% year on year), EBITDA ₹166 cr (+25% year on year), PAT ₹98.0 cr (+20% year on year), EBITDA margin 17.9% (+190 bps). Score 63 of 100, In line with trend. EBITDA margin rose 190 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Rallis India Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.