NSEInvestor Presentation1d ago · 20 Jul 2026, 08:34 pm

Investor Presentation

Rallis India Limited · RALLIS

✦ AI SummaryResults

Rallis India Limited has submitted an investor presentation for Q1 FY27, highlighting a 7% topline growth driven by strong placement and campaign activities, and a 23% EBITDA growth primarily due to better volume growth in Crop Protection and optimisation of fixed costs.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment7/10

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Rallis India Limited has informed the Exchange about Investor Presentation

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RALLIS1_20072026203407_INVESTORPRESENTATION20072026SIGNED.pdf

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July 20, 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 July 9, 2026, informing about Analysts/Investors call With reference to the aforesaid letter, please find enclosed a presentation on the financial results for the quarter ended June 30, 2026, for the analysts / investors call to be held on Tuesday, July 21, 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 Q1 FY27 RESULTS PRESENTATION DOMESTIC CROP EXPORTSCROP CUSTOM SYNTHESIS SOIL & PLANT HEALTH SEEDS PROTECTION PROTECTION MANUFACTURING Q1FY27 Key Business Highlights 1. Topline growth of 7% driven by strong placement and campaign activities across key markets in domestic formulation. 2. EBITDA growth of 23% primarily driven by better volume growth in Crop Protection and optimisation of fixed costs. 3. B2C Business: Overcoming challenges, business delivered 19% revenue growth. o Industry impacted by war situation, delayed monsoon and Kharif sowings, crop shift among other challenges. o Launched 3 new products during 1QFY27 - 2 Herbicides, and 1 Insecticide. 4. B2B business registered higher unit margins and strong demand for select key products in international market. 5. CSM business witnessed volume uptick in select products, offsetting volume shortfall in few other products. 6. Soil & Plant Health business registered volume growth in select key products through pre-placement. 7. Seeds business face market headwinds due to delayed sowings, executed Tata Khet campaign to promote liquidation and launched 9 products across Cotton, Millet, and Paddy. Resilient Performance in tough environment with Record EBITDA “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 FOCUS ON BUILD STRATEGIC PLUG PORTFOLIO GAPS UNDERSERVED CROP ALLIANCES IN MAIZE & PADDY PROTECTION SEGMENTS TARGET R&D 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 • Initial 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 2,200 Seed Villages 31,000 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: Q1 FY27 ▪ 0.20 MCM* rainwater Capacity created Water Conservation ▪ 11km nala de-silted; Covering 11 villages. ▪ Covered 45% AA Population ▪ Serving 7340+ school students Education ▪ 42 teachers supported ▪ 40 Schools covered (4 Special schools) ▪ Scholarshipp support to 150 ITI girl students. ▪ 75 enrollment till now , Targeted for 500+ Women Empowerment and ▪ 95% AA population targeted Skilling ▪ One additional skill center in progress. ▪ Skilling in EV & Solar for 250 ITI Students. ▪ Reached 1350 farmers through 8 FPOs* under C-Safe intervention ▪ Supporting 1600 students on Agri Education /Career covering 10 Rural Development & Agri Schools Intervention ▪ New Unnat Gram Project supporting 4000+ tribals in Narmada District-Gujrat. ▪ Target for 45%+ employees participation in volunteering across 12+ locations through , Tree plantation, blood donat [Showing first 8,000 characters — download PDF for full document]