RALLIS

- Rallis India Limited has updated the list of Key Managerial Personnel authorized to determine materiality of events or information and make disclosures under Regulation 30(5) of the SEBI Listing Regulations. - Authorized KMPs include Dr. Gyanendra Shukla (MD & CEO), Mr. Sridhar Radhakrishnan (CFO), and Ms. Sariga P Gokul (Company Secretary & Compliance Officer). - This follows the appointment of Mr. Sridhar Radhakrishnan as the Chief Financial Officer.

- Rallis India Limited has informed about the resignation of Ms. Shraddha Shah as Chief Audit & Risk Officer and Senior Management Personnel. - The cessation of her role is effective from the close of business hours on October 31, 2026. - The resignation is to pursue other professional opportunities.

- Rallis India received a give effect order from the Income Tax Department for AY 2022-23 pursuant to a Bombay High Court ruling. - The previously raised tax demand of ₹408 crore has been completely dropped. - The company will receive a tax refund of ₹8.31 crore, which includes ₹1.79 crore of interest income.

Current Scenario & Performance - Q2 FY27 revenue was flat at ₹858 Cr vs ₹861 Cr YoY, while EBITDA declined 18% YoY to ₹126 Cr and PAT fell 17% YoY to ₹85 Cr due to deficient Kharif rainfall and subdued farm economics. - H1 FY27 recorded revenue of ₹1,880 Cr (up 3% YoY), EBITDA of ₹311 Cr (up 2% YoY), and PAT of ₹210 Cr (up 6% YoY). - Domestic crop protection was impacted by volume decline, while CSM sub-category grew ~12x to ₹27 Cr driven by a rebound in PEKK volumes. Growth Drivers & New Launches - Launched 9 new crop care products and 15 new seed products across categories in FY27, which together contributed ~₹100 Cr in incremental revenue. - Focusing on 5 strategic seed crops: Cotton, Maize, Millet, Mustard, and Rice to drive operational scale. Capex & Strategic Initiatives - Full-year FY27 capex is expected to be slightly higher than ₹50 Cr, with higher spending planned in H2 vs H1. - Developing a new R&D centre in Navi Mumbai with commissioning targeted for April 2027. Management Guidance & Outlook - Rabi 2026–27 outlook remains sensitive to winter rainfall, reservoir levels, and soil moisture availability. - Provisions for Kharif sales returns and rebates are largely complete with no major lingering impact expected in H2. - Elevated working capital and inventory levels are expected to normalize by March, supporting healthy free cash flow generation for the full year.

- Rallis India Limited has informed the exchanges about a scheduled meeting with analysts and institutional investors. - Meeting Date: October 28, 2026 - Participant: Arohi Asset Management - Type of Meeting: One-on-One - Venue: Singapore

- Audio recording link shared for the Analysts/Investors Call held on October 23, 2026. - The call pertained to the Unaudited Financial Results for Q2 and H1 FY27 (ended September 30, 2026).

- Q2 FY27 topline was flat amid weak monsoon conditions and market headwinds. - EBITDA fell 18% YoY due to input cost pressure in Crop Care and higher returns in Seeds. - Soil & Plant Health business grew 22% YoY, and 4 new products were launched during the quarter.

- Q2 FY27 Revenue stood at ₹858 Cr vs ₹861 Cr YoY. - EBITDA was ₹126 Cr vs ₹154 Cr; EBITDA margin stood at 14.7%. - PAT declined to ₹85 Cr vs ₹102 Cr YoY. - H1 FY27 Revenue and PAT grew 3% and 6% respectively. - Performance impacted by weather disruptions and delayed sowing.

Q2 FY27 Standalone Revenue ₹858Cr vs ₹861Cr (▼0.3% YoY) EBITDA ₹140Cr vs ₹160Cr (▼12.5% YoY) PAT ₹85Cr vs ₹102Cr (▼16.7% YoY) EBITDA Margin 16.3% vs 18.6% (▼226bps)

Concall Schedule Concall Date: October 26-29, 2026 Concall Time: Multiple meetings with institutional investors in Singapore

Concall Schedule Concall Date: October 23, 2026 Concall Time: 11:00 AM IST

- CRISIL Ratings reaffirmed credit ratings for Rallis India Limited on Sep 22, 2026. - Bank loan facilities (₹440 Cr) are rated CRISIL A1+ (Short Term) and CRISIL AA+/Stable (Long Term). - Commercial Papers (₹75 Cr) are rated CRISIL A1+ (Short Term).

- Trading window closed from Thursday, September 24, 2026, for considering unaudited financial results for Q2 and H1 ending September 30, 2026. - Window will reopen 48 hours after the Board Meeting, the date of which will be intimated later.

- Rallis India Limited has scheduled one-on-one meetings with analysts/institutional investors on September 22 and 23, 2026. - Participants include Axis Capital, Carnelian Capital, Renaissance Investment Managers Private Limited, and Nippon AMC. - No Unpublished Price Sensitive Information will be shared during these meetings.

- Investor Meeting Schedule - September 16, 2026: One-to-one meeting with Abakkus Asset Managers Private Limited (Virtual) - September 22, 2026: One-to-one meeting with DAM Capital (Mumbai) - September 22, 2026: One-to-one meeting with Canara Robeco Asset Management (Mumbai)

- Rallis India Limited will conduct meetings with analysts and institutional investors from September 1 to September 21, 2026. - This includes group conferences and one-to-one meetings with various funds and firms. - No Unpublished Price Sensitive Information will be shared during these interactions.

- Rallis India Limited announced the resignation of Mr. Bhaskar Swaminathan as CFO, effective November 4, 2026, as he moves to another Tata Company. - Mr. Sridhar Radhakrishnan has been appointed as the new CFO, effective November 4, 2026. He has over 21 years of experience across diverse industries.

- Mr. Bhaskar Swaminathan will cease to be the Chief Financial Officer (CFO) effective November 4, 2026, as he transitions to another Tata Group company. - Mr. Sridhar Radhakrishnan has been appointed as the new CFO, effective November 4, 2026. He is a seasoned finance professional with over 21 years of experience, including previously serving as CFO at Tata Consulting Engineers Limited.

- Rallis India Limited has scheduled one-on-one meetings with Analysts/Institutional Investors. - Meetings are scheduled for August 13, 14, and 21, 2026. - Participating firms include Tata AMC, ICICI Prudential AMC, Jio BlackRock AMC, and Antique Broking. - No Unpublished Price Sensitive Information (UPSI) will be shared during these meetings.

- The Board approved the appointment of S R B C & CO LLP as Statutory Auditors for 5 consecutive years, from the 79th AGM (2027) until the 84th AGM (2032), subject to members' approval. - BSR & Co. LLP, the existing auditors, will continue until the conclusion of the 79th AGM.

- Management reported Q1FY27 performance was reasonable despite weak demand, sustained pricing pressure, and delayed monsoon affecting Kharif sowing. - Outlook for FY27: agrochemicals expected to grow 6-8% in India, and seeds mid-to-high single digits (excluding cotton). - The company aims for 500 bps EBITDA margin expansion over 5 years, targeting 15%+ EBITDA margin even in a challenging year. - Strategic focus on R&D, high-margin segments (biologicals expected to do significantly better YoY), digital engagement, and new product launches (9 products in Q1). - Noted challenges include elevated inventory and increased working capital (15-20 days) due to market conditions, with raw material prices stabilizing but potentially firming up again.

- Independent Directors Ms. Padmini Khare Kaicker and Dr. C. V. Natraj completed their second consecutive term and ceased to be Directors of Rallis India Limited effective July 22, 2026.

- Meeting with Analysts/Institutional Investors scheduled. - Date: July 24, 2026 - Participant: Whiteoak capital (One-on-One meeting) - No Unpublished Price Sensitive Information will be shared.

- Audio recording of the Analysts/Investors Call pertaining to the unaudited financial results for the quarter ended June 30, 2026, is available. - The call was held on July 21, 2026, with results approved on July 20, 2026. - Link to recording: https://www.rallis.com/Upload/PDF/10044722.mp3

- Consolidated Revenue ₹1022 Cr vs ₹957 Cr (▲7% YoY) - EBITDA (▲23% YoY) - PAT ₹125 Cr vs ₹95 Cr (▲31% YoY)

- Consolidated Revenue ₹1,022 Cr vs ₹957 Cr (▲6.8% YoY) - EBITDA ₹198 Cr vs ₹162 Cr (▲22.2% YoY) - PAT ₹125 Cr vs ₹95 Cr (▲31.6% YoY) - EBITDA Margin 19.4% vs 16.9% (▲250bps)