Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Rallis India Ltd

RALLIS
Pesticides/Agrochemicals

Rallis India Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

Biggest watch item: the price is not yet in a confirmed uptrend — timing risk, not thesis risk.

The price is in a downtrend (36 weeks in) while the P/E sits at the 52nd percentile of its own 10-year range. Underneath, the last four quarters read deteriorating — profit −275.0% year on year, and 125% of the last 3 years' profit arrived as cash. What settles it: the next one or two quarters of delivery.

Stage
Mixed
partial read
Price
₹234
−35.4% 1Y
P/E
26.9×
52nd pctile
of its own 10-year range
Revenue (Mar 22)
₹508 Cr
+7.9% YoY
Profit (Mar 22)
₹−14.0 Cr
−275.0% YoY
Operating margin
−1.0%
−5.0 pp YoY
ROCE
13%
FY22
ROIC
13.3%
vs WACC 12.0% → +1.3 pp
Cash conversion
125%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Rallis India Ltd trades at ₹234, in a downtrend and 36 weeks into that stage. That is −9.6% against its own 200-day average. It sits at 7% of a 52-week range of ₹222 to ₹379. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (14 weeks and counting).

Today the stock is in a downtrend — week 36 of stage 4, confirmed. At ₹234 it trades −9.6% versus its 200-day average and sits at 7% of its 52-week range (₹222–₹379).

Jul 26: ₹234 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
−9.6% versus the 200-day line, week 36 of stage 4
Price50-day avg200-day avg
S2S4S2S4₹394₹342₹289₹237₹184₹234₹259Jul 23Apr 24Jan 25Oct 25Jul 26
S2S4S2S4₹394₹342₹289₹237₹184₹234₹259Jul 23Jan 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (544 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Mar 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.3 years the stock moved +49% while the NIFTY 500 moved +274% — behind the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (14 weeks and counting; last ahead the week of 2026-05-15) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 52nd percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Rallis India Ltd trades at 26.9× P/E, mid-range by its own standards (52nd percentile). Its long-run median P/E is 26.9×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 26.9× is mid-range by its own standards (52nd percentile), against a long-run median of 26.9× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 26.9× vs a 26.9× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 43× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (52nd percentile)
P/EMedianEPS (TTM) (quarterly)
44.5×₹11.837.2×₹8.929.8×₹5.922.4×₹3.015.1×₹0.0×26.90×₹8Mar 16Oct 18Jun 21Jan 24Jul 26
44.5×₹11.837.2×₹8.929.8×₹5.922.4×₹3.015.1×₹0.0×26.90×₹8Mar 16Jun 21Jul 26
PEG 0.59 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 20 quarters; values above 6 pinned at the top.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
6.4×4.9×3.3×1.7×0.2××0.59×Q2 FY22Q2 FY23Q3 FY24Q4 FY25Q1 FY27
6.4×4.9×3.3×1.7×0.2××0.59×Q2 FY22Q3 FY24Q1 FY27
P/E
26.9×
52nd percentile of 10y
PEG
0.88
as reported

Why the multiple sits where it does: over the past year annual EPS moved −28.2% against a −35.4% price move — earnings outran the price, pushing the multiple DOWN its own range.

The price move, decomposed: over 5y, of the −7.1%/yr price move, ~−5.7%/yr came from earnings growth and ~−1.4 pp from the multiple (compressing); over 10y, of the +1.1%/yr price move, ~+0.3%/yr came from earnings growth and ~+0.8 pp from the multiple (roughly flat). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Rallis India Ltd reads as mixed on its fundamental arc. Mixed — no clean majority across the growth curves, ROCE slipping at 13.0% — the per-curve reads carry the story. The read is built from 9 quarters across 3 curves, on partial evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. Base-effect spikes shown pinned (▲). A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
39%346%28%179%16%13%5.1%−154%−6.3%−321%%%7.9%−275%−28.3%Jun 19Sep 20Mar 22
39%346%28%179%16%13%5.1%−154%−6.3%−321%%%7.9%−275%−28.3%Jun 19Sep 20Mar 22
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
18%17%16%14%13%%13%FY19FY20FY22
18%17%16%14%13%%13%FY19FY20FY22
Revenue growth
Steady high
latest +7.9% · span −3.2% to +30.0%
Profit growth
Falling
latest −275.0% · span −100.0% to +100.0%
ROCE
Falling
latest 13.0% · span 13.0%–18.0%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

A partial read: at least one curve is short, or the returns curve is not the computed quarterly series — hold the stage word a little more loosely.

Growth, year by year: revenue +7.2% in FY22, profit −28.4% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
21%120%12%76%3.5%32%−5.5%−12%−14%−56%%%7.2%−28.4%FY12FY17FY22
21%120%12%76%3.5%32%−5.5%−12%−14%−56%%%7.2%−28.4%FY12FY17FY22
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+7.2%) with the last 8 annualized (+7.6%).
revenue stabilising, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
12%23%9.6%9.3%7.0%−4.6%4.5%−18%1.9%−32%%%7.2%−28.4%Jun 19Sep 20Mar 22
12%23%9.6%9.3%7.0%−4.6%4.5%−18%1.9%−32%%%7.2%−28.4%Jun 19Sep 20Mar 22
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+7.2%+9.5%+9.4%+7.7%
Profit−28.4%+1.9%−11.2%+5.0%
EPS−28.2%+1.8%−11.2%+5.2%
Share price−35.4%+3.4%−7.1%+1.1%
Revenue YoY (Mar 22)
+7.9%
latest quarter vs a year ago
Profit YoY (Mar 22)
−275.0%
latest quarter vs a year ago
Revenue 10y
7.7%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

47.9/100 — rank 15 of 24 in Pesticides/Agrochemicals · 91% evidence confidence

Rallis India Ltd scores 47.9 out of 100 against the 24 companies it is compared with in Pesticides/Agrochemicals, ranking 15. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 15.9 + 11.7 + 11.3 + 9 = 47.9. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Rallis India Ltd reported ₹508 Cr of revenue in the Mar 22 quarter, +7.9% year on year. That is the 6th straight quarter of year-on-year growth. Over 10 years it has compounded at 7.7% a year. The last full year, FY22, came in at ₹2,604 Cr. The last four reported quarters add to ₹2,605 Cr.

Rallis India Ltd reported ₹508 Cr of revenue in the Mar 22 quarter, +7.9% year on year. That is the 6th straight quarter of year-on-year growth. Over 10 years it has compounded at 7.7% a year. The last full year, FY22, came in at ₹2,604 Cr. The last four reported quarters add to ₹2,605 Cr.

FY22 revenue came in at ₹2,604 Cr (+7.2% on the year), capping 10 years at 7.7% compound. The latest quarter (Mar 22) printed ₹508 Cr, +7.9% year on year — the 6th consecutive quarter of year-over-year growth.

FY22 revenue ₹2,604 Cr (+7.2% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
7.7% a year over 10 years
RevenueYoY growth
2.8k21%2.1k12%1.4k3.5%703−5.5%0−14%₹ Cr%₹2,6047.2%FY12FY17FY22
2.8k21%2.1k12%1.4k3.5%703−5.5%0−14%₹ Cr%₹2,6047.2%FY12FY17FY22
Mar 22: ₹508 Cr (+7.9% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
6th straight quarter of growth
Revenue (quarterly)YoY growth
80939%60728%40416%2025.1%0−6.3%₹ Cr%₹5087.9%Jun 19Sep 20Mar 22
80939%60728%40416%2025.1%0−6.3%₹ Cr%₹5087.9%Jun 19Sep 20Mar 22

Pace check: the last four quarters averaged +7.6% growth against the decade's 7.7% — the current year is running in line with its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +7.2% over the last 4 quarters against +7.6%/yr over the last 8 — stabilising; TTM profit −28.4% vs −7.6%/yr — rolling over.

→ Revenue grew — did margins hold as it scaled? Next: −1.0% this quarter (−5.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Rallis India Ltd's operating margin is −1.0% in the Mar 22 quarter, −5.0 percentage points against the same quarter a year ago. Across 12 fiscal years the operating margin has ranged 11.0% to 18.0%. The current quarter is running below every full year in that window.

Rallis India Ltd's operating margin is −1.0% in the Mar 22 quarter, −5.0 percentage points against the same quarter a year ago. Across 12 fiscal years the operating margin has ranged 11.0% to 18.0%. The current quarter is running below every full year in that window.

The latest quarter's operating margin is −1.0%, −5.0 pp against the same quarter a year ago. Across 12 fiscal years the operating margin has ranged 11.0%–18.0%.

🚨 Why the margin moved: operating margin went −4.3 pp year on year while gross margin went −6.6 pp — the loss came mostly from the gross line: input costs and pricing.

FY22: 11.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 12-year window.
within a 11.0–18.0% band over 12 years
operating marginYoY change (pp)
19%1.3%17%0.2%15%−1.0%12%−2.2%10%−3.3%%%11%−2%FY11FY16FY22
19%1.3%17%0.2%15%−1.0%12%−2.2%10%−3.3%%%11%−2%FY11FY16FY22
Mar 22: −1.0% operating margin (−5.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
21%8.0%14%4.5%8.0%1.0%1.6%−2.5%−4.8%−6.0%%%−1%−5%Jun 19Sep 20Mar 22
21%8.0%14%4.5%8.0%1.0%1.6%−2.5%−4.8%−6.0%%%−1%−5%Jun 19Sep 20Mar 22

→ Margins slipped — did that reach the bottom line? Next: profit −275.0% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Rallis India Ltd posted a net loss of ₹14.0 Cr in the Mar 22 quarter. Full-year FY22 profit was ₹164 Cr. The 10-year compound rate is 5.0%. That loss is 2.8% of the quarter's revenue. The same quarter a year earlier earned ₹8.0 Cr. 1 of the last 12 reported quarters were loss-making.

Rallis India Ltd posted a net loss of ₹14.0 Cr in the Mar 22 quarter. Full-year FY22 profit was ₹164 Cr. The 10-year compound rate is 5.0%. That loss is 2.8% of the quarter's revenue. The same quarter a year earlier earned ₹8.0 Cr. 1 of the last 12 reported quarters were loss-making.

Mar 22 profit was ₹−14.0 Cr, −275.0% year on year. On the full year, FY22 printed ₹164 Cr (−28.4%), and the 10-year compound rate is 5.0%.

FY22 profit ₹164 Cr (−28.4% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
5.0% a year over 10 years
Net profitYoY growth
321114%24171%16029%80−13%0−55%₹ Cr%₹164−28.4%FY12FY17FY22
321114%24171%16029%80−13%0−55%₹ Cr%₹164−28.4%FY12FY17FY22
Mar 22: ₹−14.0 Cr (−275.0% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
100778%70495%39213%8−70%−22−353%₹ Cr%₹−14−275%Jun 19Sep 20Mar 22
100778%70495%39213%8−70%−22−353%₹ Cr%₹−14−275%Jun 19Sep 20Mar 22

🚨 Why profit moved: revenue contributed +7.9% and the margin −5.0 pp — the quarter was revenue-led despite a thinner margin.

Pace comparison, last four quarters: profit −82.8% vs revenue +7.6%. Profit is growing slower than sales — costs are eating the growth before it reaches the bottom line.

→ Profit rose — but did the cash follow? Next: 125% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 125% of Rallis India Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY22 that was ₹166 Cr of operating cash against ₹164 Cr of profit. After ₹180 Cr of capital spending, ₹−14.0 Cr was left as free cash.

FY22: operating cash of ₹166 Cr against reported profit of ₹164 Cr, leaving free cash of ₹−14.0 Cr after ₹180 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 125% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY22: CFO ₹166 Cr vs profit ₹164 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
125% of 3-year profit arrived as cash
Operating cashNet profitFree cash
44231919775−48₹ Cr₹166₹164₹−14FY12FY17FY22
44231919775−48₹ Cr₹166₹164₹−14FY12FY17FY22
FY22: CFO = 101% of profit (three-year rate 125%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
196%150%104%58%12%%101%FY12FY17FY22
196%150%104%58%12%%101%FY12FY17FY22

Why conversion sits at 125%: the cash cycle stretched 21 days between FY17 and FY22 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: the bigger cash user is investment — capital spending ran 2.3× depreciation over three years, so the next section's job is to check what that build-out is buying.

→ So follow the cash to where it goes. Next: ₹469 Cr of building over 3 years.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Rallis India Ltd's cash conversion cycle runs 107 days in FY22, up from 86 days in FY17. Capital spending ran ₹469 Cr over the last 3 years. At FY22 sales of ₹2,604 Cr each day of that cycle holds about ₹7.1 Cr, so roughly ₹763 Cr sits inside the business at any moment.

FY22: debtors at 63 days, inventory at 227 days — roughly 7.5 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 107 days, looser than FY17's 86.

The full loop: cash goes out to suppliers and production on day 0; stock waits 227 days to sell; customers pay about 63 days after that; and suppliers themselves are paid at 182 days — netting out to the 107-day cycle.

In money terms: at FY22 sales of ₹2,604 Cr, each day of the cycle holds about ₹7.1 Cr — so the 107-day loop keeps roughly ₹763 Cr sitting inside the business at any moment.

FY22: a 107-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 12-year window.
+21 days vs FY17
Cash cycleInventory daysDebtor daysPayable days
24418212057−5days107d227d63d182dFY11FY13FY16FY19FY22
24418212057−5days107d227d63d182dFY11FY16FY22

On the investment side: capital spending of ₹469 Cr over the last 3 fiscal years against ₹200 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹130 Cr (FY22) — capacity paid for but not yet earning.

FY22: capex ₹180 Cr, work-in-progress ₹130 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
205154103510₹ Cr₹180₹130FY12FY14FY17FY19FY22
205154103510₹ Cr₹180₹130FY12FY17FY22

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 13% and the ROIC − WACC spread is +1.3 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Rallis India Ltd earns a ROCE of 13% in FY22. Return on invested capital clears the cost of that capital by +1.3 percentage points, so growth here adds value rather than only size. The wiring behind it is 6.3% net margin on 0.91× asset turns.

FY22 ROCE is 13%.

Why the return is what it is — the wiring (FY22): 6.3% net margin × 0.91× asset turns × 1.69× balance-sheet leverage ≈ 9.7% on equity. Margin does its share; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 13.3% − 12.0% = a +1.3 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Positive but thin — value creation with little room for error.

FY22: ROCE 13% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 12-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the full ladder
ROCEROIC (annual)WACC
38%31%24%16%9.3%%13%11.3%FY11FY16FY22
38%31%24%16%9.3%%13%11.3%FY11FY16FY22
Q4 FY26: ROCE 11.6% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
12%11%9.1%7.5%5.8%%11.6%11.5%Q2 FY24Q3 FY25Q1 FY27
12%11%9.1%7.5%5.8%%11.6%11.5%Q2 FY24Q3 FY25Q1 FY27

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.05.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Rallis India Ltd carries total debt of ₹61.0 Cr against shareholder equity of ₹2,043 Cr as of Jun 26, a debt-to-equity of 0.03 — effectively unlevered. On the annual view that ratio went from 0.05 in FY22 to 0.03 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Jun 26: total debt of ₹61.0 Cr against shareholder equity of ₹2,043 Cr — a debt-to-equity of 0.03. On the annual view, debt-to-equity went from 0.05 (FY22) to 0.03 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹61.0 Cr at 0.03× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
1480.08×1110.07×740.06×370.04×00.03×₹ Cr×₹610.03×FY22FY24FY26
1480.08×1110.07×740.06×370.04×00.03×₹ Cr×₹610.03×FY22FY24FY26
Jun 26: debt ₹61.0 Cr, debt-to-equity 0.03 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
1450.07×1090.06×720.05×360.04×00.03×₹ Cr×₹610.03×Sep 23Dec 24Jun 26
1450.07×1090.06×720.05×360.04×00.03×₹ Cr×₹610.03×Sep 23Dec 24Jun 26

→ Who owns this, and are they adding or leaving? Next: Domestic institutions cut 1.5 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Domestic institutions cut 1.5 points of Rallis India Ltd over 8 quarters, the biggest move on the register. That takes domestic institutions to 11.7% of the company. Foreign institutions moved −0.3 points over the same window, to 9.1%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Domestic institutions: −1.5 points over 8 quarters to 11.7%; Foreign institutions: −0.3 points over 8 quarters to 9.1%; Promoters: +0.0 points over 8 quarters to 55.1%.

🚨 Why the register moved: domestic institutions drove it (−1.5 points) — distribution into the market’s bid.

Fiscal-year ends: promoters +0.0 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
59%45%32%19%5.5%%55.1%11.6%11.3%21.6%Mar 24Mar 25Mar 26
59%45%32%19%5.5%%55.1%11.6%11.3%21.6%Mar 24Mar 25Mar 26
Domestic institutions cut 1.5 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
59%45%31%18%3.9%%55.1%9.1%11.7%23.7%Jun 23Dec 24Jun 26
59%45%31%18%3.9%%55.1%9.1%11.7%23.7%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Rallis India Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Pesticides/Agrochemicals Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Rallis India Ltd this page26.9×₹4,253 CrMixed
UPL Ltd28.2×₹50,841 CrNo read
P I Industries Ltd34.5×₹41,437 CrDeteriorating
Sumitomo Chemical India Ltd50.9×₹25,978 CrMixed
Bayer CropScience Ltd385.0×₹18,954 Cr
Jubilant Ingrevia Ltd36.3×₹11,557 CrMixed
Sharda Cropchem Ltd12.1×₹7,876 CrMixed
Epigral Ltd15.2×₹5,016 CrMixed
NACL Industries Ltd178.0×₹4,610 CrNo read
Dhanuka Agritech Ltd15.5×₹4,517 CrTopping out
Bhagiradha Chemicals & Industries Ltd188.0×₹3,416 CrImproving
GSP Crop Science Ltd24.4×₹2,468 Cr
Bharat Rasayan Ltd13.1×₹2,096 CrMixed
Insecticides India Ltd12.9×₹1,793 CrMixed
India Pesticides Ltd14.4×₹1,727 CrMixed
Titan Biotech Ltd57.5×₹1,719 CrTurning around
Astec Lifesciences Ltd₹1,469 CrNo read
Meghmani Organics Ltd48.2×₹1,385 CrNo read
Punjab Chemicals & Crop Protection Ltd21.0×₹1,375 CrMixed
Excel Industries Ltd15.5×₹1,172 CrMixed
Titan Biotech Ltd42.0×₹1,141 CrTurning around
Dharmaj Crop Guard Ltd16.1×₹882 CrNo read
Advance Agrolife Ltd20.0×₹706 CrNo read
Heranba Industries Ltd₹700 CrNo read
Best Agrolife Ltd60.6×₹538 CrNo read
12 · Frequently asked questions

Frequently asked questions

What is Rallis India Ltd's share price today?

Rallis India Ltd trades at ₹234, −35.4% over the past year. The company is valued at ₹4,253 Cr. The stock sits at 7% of its 52-week range of ₹222–₹379, −9.6% versus its 200-day average. On the tape, the price is in a downtrend, 36 weeks in. — as of 24 July 2026.

What were Rallis India Ltd's latest quarterly results?

Rallis India Ltd reported revenue of ₹508 Cr and a net loss of ₹14.0 Cr for the Mar 22 quarter. Revenue rose 7.9% and profit fell 275.0% year on year. Earnings per share were ₹−0.73. The operating margin was −1.0%, 5.0 pp lower than a year earlier. — as of 24 July 2026.

What is Rallis India Ltd's revenue?

Rallis India Ltd reported revenue of ₹508 Cr in the Mar 22 quarter, +7.9% year on year. For the full FY22 fiscal year, revenue was ₹2,604 Cr (+7.2%). Over the last 10 years revenue compounded at 7.7% a year. — as of 24 July 2026.

What is Rallis India Ltd's profit?

Rallis India Ltd earned ₹−14.0 Cr of net profit in the Mar 22 quarter, −275.0% year on year. Full-year FY22 profit was ₹164 Cr. The operating margin ran −1.0% in the latest quarter. — as of 24 July 2026.

What is Rallis India Ltd's market cap?

Rallis India Ltd's market capitalisation is ₹4,253 Cr at a share price of ₹234. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Rallis India Ltd's P/E ratio?

Rallis India Ltd trades at a P/E of 26.9×, at the 52nd percentile of its own 10-year range, against a long-run median of 26.9×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Rallis India Ltd pay a dividend?

Yes — Rallis India Ltd's dividend payout was 36% of profit in FY22, and it recorded a payout in each of its last 12 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is Rallis India Ltd overvalued?

On its own history, Rallis India Ltd looks mid-range against its own history: its P/E of 26.9× sits at the 52nd percentile of its 10-year range (long-run median 26.9×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is Rallis India Ltd growing?

Not right now — Rallis India Ltd's latest numbers are shrinking: latest-quarter revenue +7.9% year on year, profit −275.0%, and the margin −5.0 pp at −1.0%. The 10-year compound rates are 7.7% (revenue) and 5.0% (profit). The earnings engine currently reads: deteriorating — as of 24 July 2026.

How is Rallis India Ltd performing?

Rallis India Ltd is in a downtrend, 36 weeks in. Its latest quarter's revenue rose 7.9% and profit fell 275.0% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 14 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is Rallis India Ltd in?

Mixed — no clean majority across the growth curves, ROCE slipping at 13.0% — the per-curve reads carry the story. The read comes from the last 12 quarters of growth (revenue growth +7.9% latest, profit growth −275.0% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is Rallis India Ltd in an uptrend?

No — the price is in a downtrend (week 36 of stage 4), trading −9.6% versus its 200-day average and at 7% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Rallis India Ltd beating the market?

Not lately — on a trailing-13-week view Rallis India Ltd is currently behind the NIFTY 500 (14 weeks and counting; last ahead the week of 2026-05-15), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.3 years the stock moved +49% against the NIFTY 500's +274% — behind the index over the full window. — as of 24 July 2026.

Will Rallis India Ltd's share price go up?

This page publishes no price forecast for Rallis India Ltd. What it measures instead: the share price is ₹234, the price is in a downtrend 36 weeks in. Its P/E of 26.9× sits at the 52nd percentile of its own 10-year range. — as of 24 July 2026.

Who owns Rallis India Ltd?

Promoters hold 55.1% of Rallis India Ltd, foreign institutions 9.1%, domestic institutions 11.7% and the public 23.7% (latest quarter). The biggest move on the register over the last two years: Domestic institutions cut 1.5 points over 8 quarters. — as of 24 July 2026.

Does Rallis India Ltd have too much debt?

No — Rallis India Ltd's debt-to-equity is 0.05, and operating profit covers the interest bill 40×. FY22 borrowings were ₹93.0 Cr against equity of ₹1,696 Cr. The returns on this page are earned, not borrowed — as of 24 July 2026.

What is Rallis India Ltd's capex?

Rallis India Ltd spent ₹469 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY22 alone that was ₹180 Cr, with ₹130 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Rallis India Ltd's cash flow?

Rallis India Ltd generated ₹166 Cr of operating cash flow in FY22 and ₹−14.0 Cr of free cash flow after ₹180 Cr of capital spending. Reported profit that year was ₹164 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Rallis India Ltd's profit real cash?

Yes — over the last 3 fiscal years, 125% of Rallis India Ltd's reported profit arrived as operating cash. In FY22, operating cash was ₹166 Cr against reported profit of ₹164 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 24 July 2026.

Where is Rallis India Ltd in its business cycle?

Rallis India Ltd's FY22 operating margin was 11.0%, against a 12-year band of 11.0%–18.0%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran −1.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Rallis India Ltd story?

Biggest watch item: the price is not yet in a confirmed uptrend — timing risk, not thesis risk. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Rallis India Ltd a stock worth studying right now?

This is not investment advice. The machine read: Rallis India Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: the next one or two quarters of delivery. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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