NSEInvestor Presentation22 Oct 2026 · 22 Oct 2026, 07:18 pm

Investor Presentation

Rallis India Limited · RALLIS

✦ AI SummaryResults

Rallis India Limited has submitted an investor presentation for Q2 and H1 FY27, highlighting a flat topline due to weak monsoon and challenging market conditions, with EBITDA down 18% due to input cost pressures.

Analysis Scores

Earnings Impact4/10
Growth Catalyst3/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact5/10
Market Sentiment5/10

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Rallis India Limited has informed the Exchange about Investor Presentation

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RALLIS1_22102026191800_InvestorPresentationIntimationSigned.pdf

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October 22, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza Dalal Street Bandra-Kurla Complex Bandra (E) Mumbai – 400 001 Mumbai – 400 051 Scrip Code: 500355 Symbol: RALLIS Dear Sir/Madam, Sub: Submission of Analysts/Investors Presentation Ref: Letter dated October 9, 2026 informing about Analysts/Investors call With reference to the aforesaid letter, please find enclosed a presentation on the financial results for the second quarter and half year ended September 30, 2026 for the analysts / investors call to be held on Friday, October 23, 2026. The presentation is being submitted in compliance with Regulation 30(6) read with Schedule III Part A Para A of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. A copy of the presentation is also being uploaded on the Company's website at www.rallis.com. You are requested to take the same on record. Thanking you, Yours faithfully, For Rallis India Limited Sariga P Gokul Company Secretary & Compliance Officer Membership No. ACS 39637 Encl.: as above Registered Office 23rd Floor Vios Tower New Cuffe Parade Off Eastern Freeway Wadala Mumbai 400 037 Tel 91 22 6232 7400 website www.rallis.com Corporate Identity No. L36992MH1948PLC014083 Q2 & H1 FY27 RESULTS PRESENTATION DOMESTIC CROP EXPORTSCROP CUSTOM SYNTHESIS SOIL & PLANT HEALTH SEEDS PROTECTION PROTECTION MANUFACTURING Q2 FY27 Key Business Highlights 1. Flat topline given the weakest monsoon since 2015 and challenging market condition. 2. EBITDA down by 18% primarily driven by input cost pressure in Crop Care and higher sales returns in Seeds . 3. Domestic Formulation Business (B2C): Overcoming challenges, business delivered flat revenue; Herbicides showed promising growth o Industry witnessed patchy demand and competitive pricing environment. o Launched 4 new products during Q2FY27 - 2 Fungicides, 1 Herbicide, 1 Insecticide. o Soil & Plant Health business registered 22% growth bouncing back from the regulatory challenge last year. 4. B2B business register higher unit realisation but lower margin in international market due to cost pressures. 5. CSM business registered strong growth on lower base with volume growth in select products. 6. Seeds business saw paddy and cotton acreages decline Resilient Topline in tough quarter, Margins dragged by input cost pressures “Crop Nutrition/Biologicals& Specialty solutions” is referred to as”Soil & Plant health solutions (SPH) Copyright © Rallis India Limited. All rights reserved. 2 Our Vision - Serving Farmers Through Science Guided by 6 Core Values Our Mission Safety Pioneering Integrity Aspire to be the preferred partner for farmers by helping improve their income & become the Industry benchmark by​: • Delivering Scalable & Sustainable Growth • Accelerating Innovation to Market Customer Excellence Speed Centricity • Driving Operational Excellence​ • Empowering Talent Business overview Crop Care Seeds Crop Protection Crop Nutrition • “Dhaanya” is one of the fastest growing seed brands in India. Domestic Exports Soil & Plant Health • Breeding programs in Rice, Bajra, Maize, • Organic Fertilizer and Cotton & Mustard. Products spanning • Comprehensive Bio-fertilizers. herbicides, insecticides catalogue products. • GEOGREEN® is India’s and fungicides. • Custom synthesis only patented and • B2C products manufacturing. scientifically enriched • B2B solutions • 50+ Customers. Organic Manure. 200+ Registrations 30+ Countries Empowering farmers with array of innovative solutions to nurture crops from seed to harvest “Crop Nutrition/Biologicals& Specialty solutions” is referred to as”Soil & Plant health solutions (SPH) Copyright © Rallis India Limited. All rights reserved. 4 LONG TERM STRATEGY CROP CARE SEEDS Crop Protection, Focused Crops Soil & Plant Health OVERALL: B2B (Domestic / Exports / CSM): B2C (Domestic Brand): WIDEN REACH, EXTEND PORTFOLIO OFFERINGS CP PRODUCT BASKET BUILD STRATEGIC PLUG PORTFOLIO GAPS ENHANCEMENT WITH ALLIANCES IN MAIZE & PADDY DIFFERENTIATED TARGET R&D OFFERINGS INVESTMENTS INTENSIFY CUSTOM ENHANCED FOCUS ON EXTEND NORTH COTTON DIGITAL / DATA DRIVEN SYNTHESIS SOIL & PLANT HEALTH SUCCESS TO ORGANIZATION CULTURE MANUFACTURING SOLUTIONS OTHERMARKETS FOCUS ON COST COMPETITIVENESS CustomerCentricity. Leveraging Digital, Collaborations andAlliances Copyright © Rallis India Limited. All rights reserved. 5 Our Business Model • Understanding the needs of farmers. • Creating unique patented solutions. Research & Development • Development of products and solutions. • Prudent resource allocation. • Efficient supply chain management. • 5 state-of-the-art ag-chem manufacturing facilities. • 2 advanced seed processing plants. • Farmer connect. • Strong distribution network. Networking & • Building impactful customer Manufacturing Brand Building relationships. • Regular feedback to improve product and solutions. Integrated value chain from development to distribution and optimization at each stage Copyright © Rallis India Limited. All rights reserved. 6 Our Network 8.5 Mn+ Farmer connects 7,200+ Dealers * Crop Care B2C + Seeds 95,000 Retailers Domestic 50+ B2B Customers Seeds 2,500 Seed Villages 46,000 Growers CFAs / Depots Exports 50+ Export Customers Extensive distribution network covering 80% of India’s districts Copyright © Rallis India Limited. All rights reserved. 7 Customer Centric Digital Interventions Provide GiS application to Capture demand Incentivize farmers Integrate with convenient visually evaluate created in these to purchase Rallis's demand creation touchpoints to agriculturally carefully identified products through on field & amplify farmers to raise potential villages & market centers & curated cashback / engagement their queries & cluster them into generate insights discount schemes, through distance concerns through key market through farmer using QR code marketing means. whatsapp & toll- centers. interactions. technology. free call centre. Copyright © Rallis India Limited. All rights reserved. 8 Customer Engagement PRODUCT PROMOTION FARMER ENGAGEMENT CHANNEL ENGAGEMENT Building lasting relationships with trade partners and establishing loyalty with customers Copyright © Rallis India Limited. All rights reserved. 9 Our Manufacturing Operations 1. Extensive knowledge and expertise in process chemistry & engineering. 2. 5 owned manufacturing facilities: a) Formulation manufacturing at Akola and Dahej CZ b) Technical manufacturing at Ankaleshwar, Lote and Dahej SEZ* 3. 10 third party facilities under complete supervision. 4. Seeds: Drying, Processing and Packaging Plants: a) Kokkonda (owned), GP Pally (TPF) and Medchal (TPF). 5. Innovation Centres: a) Rallis Innovation Chemistry Hub (RICH), Bengaluru. b) Ag-Biotech Centre, Bengaluru. Ensuring highest quality of products through our state-of-the-art manufacturing capabilities * Dahej SEZ is a multi-purpose plant Copyright © Rallis India Limited. All rights reserved. 10 CSR Initiatives & Impact: Q2 FY27 ▪ 0.30 MCM* rainwater Capacity created Water Conservation ▪ 13 km nala de-silted; Covering 11 villages ▪ Covered 50%+ AA Population ▪ Serving 7500+ school students Education ▪ 42 teachers supported ▪ 40 Schools covered (4 Special schools) ▪ Scholarship support to 150 ITI girl students ▪ 165 skill center enrollment till now , Targeted for 500+ Women Empowerment and ▪ 95% AA population targeted ▪ One additional skill center Started in Akola Skilling ▪ Created 7 women tailoring entrepreneurs ▪ Reached 1350 farmers through 8 FPOs* under C-Safe intervention ▪ Supporting 1600 students on Agri Education / Career covering 10 Schools Rural Development & Agri ▪ New Unnat Gram Project supporting 4000+ tribals in Narmada Intervention District-Gujrat. Distribution of Fruit Plantation to 120 Families. 100+ Families supported with Drip Irrigation ▪ 27 Volunteering Activities, 174 Volunteer Counts, 342 Volunteering Hours, 136 Unique Voluntee [Showing first 8,000 characters — download PDF for full document]