Below-normal monsoon risk
Monsoon forecast at 90% of LPA with potential erratic distribution could reduce demand for herbicides and insecticides by 5-10%.
high · management_commentary
Rallis India Limited — Q4 FY26
Rallis India reported a mixed Q4 FY26 with revenue of ₹456 crore (+6% YoY) and PAT of -₹5 crore (improved 52% YoY).
neutral
medium
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Cost pass-through uncertainty
Despite 15-25% cost increases, the ability to fully pass through to farmers is uncertain due to competitive pressures and potential downtrading.
medium · analyst_questionInventory holding risk if war ends
If the Iran war ends and crude prices fall, Rallis could be left with high-cost inventory, though management claims calibrated buying.
medium · analyst_questionSF8 structural challenge
SF8 molecule faces supply competition from raw material suppliers who also compete in US markets, pressuring margins.
low · management_commentary