Rallis India

Rallis India reported a mixed Q4 FY26 with revenue of ₹456 croreCurrent reported value: ₹456 crore. No comparable prior figure is available in the source record. (+6Current reported value: 6. No comparable prior figure is available in the source record.% YoY) and PAT of -₹5 croreCurrent reported value: -₹5 crore. No comparable prior figure is available in the source record. (improved 52Current reported value: 52. No comparable prior figure is available in the source record.% YoY). The quarter was impacted by a short rabi season and geopolitical disruptions, but the company benefited from volume growth in B2C (14%Current 14%. Reported change: +14pp YoY. volume growth) and strong performance in seeds (+23%Current 23%. Reported change: +23% YoY. YoY) and soil/plant health (+27% YoY). Management highlighted a 15-25%Current 15-25%. Reported change: +15-25% YoY. cost increase due to the Iran war and expects to pass through most of it via price hikes, though the full impact will depend on monsoon distribution and competitive dynamics. The company is focusing on high-margin segments like herbicides and biologicals, and expects high double-digit growth in seeds for FY27. Key risks include a below-normal monsoon (90% of LPA) and potential demand downtrading by farmers. Overall, the outlook is cautiously optimistic with margin pressure expected to persist.