Rallis India reported a mixed performance in the December 2025 quarter. While revenue and operating profit showed healthy year-on-year growth, net profitability remained muted, reflecting cost pressures and seasonality in agri-input demand. • Sales: ↑ 19% YoY to ₹623 crore (vs ₹522 crore in Dec 2024) • EBIDT: ↑ 32% YoY to ₹58.0 crore (vs ₹44.0 crore) • Net Profit: ↑ 118% YoY to ₹2.0 crore (vs ₹11.0 crore*) • EPS: ↓ 82% YoY to ₹0.10 (vs ₹0.57) At a price of ₹230, market cap ₹4,476 crore, and PE 24.4, Rallis India reflects early signs of operational recovery. However, weak earnings conversion highlights ongoing margin pressure and business cyclicality. Sustained improvement in profitability and execution will be key to strengthening the long-term growth narrative. YoY net profit comparison is distorted due to base effects and quarterly volatility.

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