RALLIS
Rallis India Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
RALLIS
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹217 today
BEAR
₹216
-0%
4% a year · 21.9x exit
BASE
₹299
+38%
7% a year · 29.5x exit
BULL
₹357
+64%
9.5% a year · 34.4x exit
Where the market has priced it
18x23x today41x
- the guided figure reached earnings through a low-confidence bridge
- FY27 one quarter filed — the pace is shown, not judged: guided +7.0%, filed +6.8% across 1 quarter(s)
- this company's own median multiple sits 63% above its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹9.46 (screener) |
|---|---|
| Guided growth | 7% a year, said on the call of 27-Jul-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — low confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 21.94x / 29.54x / 34.42x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 18.08x across 15 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
generic growth 6–8%
For FY27, the cleaner consensus is that agrochemicals are expected to grow around 6–8% in India, while seeds likely grow in the mid-to-high single digits but it will depend on the crop.
Call 27-Jul-2026 · bridge confidence low · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 7.0%
filed 6.8%
1 of 4 quarters