What was Rallis India's revenue in Q4 FY26?

Rallis India reported revenue of ₹456 Cr in Q4 FY26, a +6% change year-over-year.

Did Rallis India management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

Rallis India Q4 FY26 Research Workspace: Revenue ₹456 Cr (+6%)

Q: What guidance did Rallis India management give?

Seeds high double-digit growth in FY27: Management expects high double-digit revenue growth in seeds, driven by volume and price, with cotton, maize, and rice as key crops.

Revenue ₹456 Cr +6%

EBITDA ₹-1 Cr +96%

PAT ₹-5 Cr +52%

EBITDA Margin -0.22% +380bps

Duration 63 min

Read Time 1 min read

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2-Minute Summary

✦ AI-Generated from Full Transcript

Rallis India reported a mixed Q4 FY26 with revenue of ₹456 crore (+6% YoY) and PAT of -₹5 crore (improved 52% YoY). The quarter was impacted by a short rabi season and geopolitical disruptions, but the company benefited from volume growth in B2C (14% volume growth) and strong performance in seeds (+23% YoY) and soil/plant health (+27% YoY). Management highlighted a 15-25% 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.

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Research workspace

Focused Modules

!Risks 4 risks

Risk Intelligence

Below-normal monsoon risk

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Quarter Snapshot

B2C Volume Growth 14%

+14pp YoY

Domestic B2C volume growth driven by insecticides and soil/plant health.

Seeds Revenue Growth 23%

+23% YoY

Seeds revenue grew to ₹31 cr, led by cotton and millet with 8% volume and 15% price growth.

Herbicide Revenue Growth (FY26) 15%

+15% YoY

Full-year herbicide business grew 15% YoY, reflecting strategic shift towards this segment.

Cost Increase Range 15-25%

+15-25% YoY

Raw material and input costs increased 15-25% due to war-related supply disruptions.

Fast read

Guidance and risk preview

Top guidance Seeds high double-digit growth in FY27

Management expects high double-digit revenue growth in seeds, driven by volume and price, with cotton, maize, and rice as key crops.

Top risk Below-normal monsoon risk

Monsoon forecast at 90% of LPA with potential erratic distribution could reduce demand for herbicides and insecticides by 5-10%.