Earnings Call/Transcript
Rallis India Q2 FY27 Earnings Call Transcript
Rallis India filed the transcript of its October 23, 2026 earnings call covering Q2 and H1 FY27 results.
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Bearish
32
Neutral
0
Bullish
0
Bearish
32
Neutral
0
Bullish
0
Bearish
32
Neutral
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Bullish
0
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Fertilizers & Agrochemicals
Pesticides & Agrochemicals
3,576 Cr
High Risk
21.8
18.4
0.6
1.7
298.10
186.40
Sales CAGR
Profit CAGR
ROE
ROCE

Earnings Call/Transcript
Rallis India filed the transcript of its October 23, 2026 earnings call covering Q2 and H1 FY27 results.
Financial Results
Rallis India published newspaper advertisements for its unaudited financial results for the quarter and half year ended September 30, 2026.
Regulatory/Compliance Filing
Rallis India Ltd informed exchanges of a one-on-one meeting with Arohi Asset Management in Singapore on 2026-10-28. The company stated no unpublished price sensitive information will be shared.
Earnings Call/Transcript
Rallis India provided link to the audio recording of the analysts/investors call for unaudited financial results for Q2 and H1 ended September 30, 2026, held on October 23, 2026.
Rallis India Ltd (RALLIS) is currently trading at 183.90 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Rallis India is a Tata Group agri-input company producing and marketing crop-protection chemicals, soil and plant-health solutions, seeds, and related agricultural inputs across India and international markets. Its portfolio spans insecticides, fungicides, herbicides, nutrition products, biologicals, and seeds, supported by manufacturing facilities, research capabilities, and a broad dealer-retailer distribution network. Rallis India protected first-half profitability despite difficult operating conditions: H1 FY27 revenue increased 3% to ₹1,880 crore, EBITDA rose 2% to ₹311 crore, and PAT grew 6% to ₹210 crore. This resilience reflected product launches, portfolio pruning, domestic prioritisation, and improved execution, although quarterly profitability weakened materially because of rainfall disruption and adverse crop mix. The company’s new-product strategy is becoming financially meaningful rather than experimental. Products launched during FY27 contributed approximately ₹100 crore of revenue during the Kharif season, while management stated that roughly ₹300 crore of newer-product revenue has replaced about ₹100 crore of lower-profit legacy revenue removed over four years. Seeds remain the principal weakness, with Q2 revenue declining 31% to ₹70 crore and the segment moving to a small loss. Cotton acreage contraction, illegal seed proliferation, and water shortages hurt volumes, although Rallis claims market-share gains in North India and expects its elevated but fresh seed inventory to support the next season. Rallis India is investing in longer-term capability through a Navi Mumbai R&D centre expected to commission in April 2027, an open-innovation platform, proprietary variety development, and farmer-facing digital tools. However, near-term outcomes remain highly dependent on rainfall distribution, farm profitability, crop acreage, channel inventory, freight costs, and aggressive pricing from China-linked competition.
Over the past 52 weeks, Rallis India Ltd has traded between a low of ₹186.40 and a high of ₹298.10. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Rallis India Ltd has a market capitalization of approximately 3,691.02. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Rallis India Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 22.48 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 3,691.02 Cr, Rallis India Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Rallis India Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Rallis India Ltd is 22.48. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Rallis India reported Q2 FY27 revenue of INR 858 crore, compared with INR 861 crore in Q2 FY26.
Rallis India reported Q2 FY27 revenue from operations of ₹858 crore and net profit (PAT) of ₹85 crore for the quarter ended September 30, 2026.
Rallis India reported PAT (net profit) of ₹125 crore for the quarter ended June 30, 2026, up from ₹95 crore in Q1 FY26.
Rallis India is raising prices to offset a 15-25% increase in raw material costs, linked to global supply disruptions and higher input prices.