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Earnings Call

Emami Earnings Call: Key Takeaways

Emami's Q4FY26 was impacted by seasonal headwinds and West Asia geopolitical conflict, yet domestic non-summer portfolio grew 11%. Strategic acquisitions in Axiom Ayurveda and IncNut aim for future growth.

Highlights
Revenue growthFY26 revenue -0.8% YoY; Q4FY26 revenue -3.9% YoY.
MarginsQ4 Gross Margin expanded 250bps to 68.4% through cost management.
Demand visibilityEncouraging early trends in Q1FY27 summer portfolio.
Management confidenceConfident in resilient fundamentals and recovery from temporary passing headwinds.

Growth

Q4 revenue declined 4% to ₹925cr; PAT fell 12% to ₹143cr. FY26 revenue at ₹3780cr with PAT at ₹775cr.

Outlook

Expects recovery in Q1FY27; scaling digital brands like The Man Company; Axiom becomes subsidiary from April 2026.

Risks

Unfavorable summer seasonality, West Asia conflict disrupting supply chains, and input cost pressures.

Source

Earnings Call filed with NSE, NSE: EMAMILTD. Summary written with AI assistance from the document.

Read the document ↗

Emami Ltd: key numbers

Share price
₹389.25
Market cap
₹16,991 Cr
Revenue (annual)
₹3,780 Cr
Net profit (annual)
₹775.3 Cr
P/E (TTM)
22.7×Sector 43.4×
Promoter holding
54.84%+0.00% QoQ
FII holding
7.87%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Emami Ltd

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20:27 IST BSE
Capital Structure Change

Emami Capital Structure Change

Emami Limited bought back 8,00,000 equity shares on September 24, 2026, at an average price of ₹391.75. The cumulative shares bought back under this program total 20,17,000.

Value
₹31.34 Cr
19:38 IST BSE
Capital Structure Change

Emami Capital Structure Change

Emami Ltd bought back 8.47 lakh equity shares for ₹34.17 Crore via the open market on September 23, 2026.

Value
₹34.17 Cr
19:51 IST BSE
Capital Structure Change

Emami Capital Structure Change

Emami Limited bought back 3,70,000 equity shares at an average price of ₹388.48 per share, totaling ₹14.37 Crore.

Value
₹14.37 Cr
19:09 IST BSE
Board Meeting Outcome

Emami Board Meeting Outcome

Emami Ltd's board approved a share buyback of up to ₹282.00 Crore via open market. The company will repurchase 5,936,842 equity shares at ₹475.00 per share.

Value
₹282.0 Cr
11:57 IST NSE
Capital Structure Change

Emami Capital Structure Change

Emami's Board approved an open-market buyback of up to 5,936,842 shares at ₹475 each. Maximum buyback size is ₹282 Crore from public shareholders.

Value
₹282.0 Cr
17:02 IST BSE
Board Meeting Date

Emami Board Meeting Date

Emami Limited has scheduled a board meeting for September 17, 2026, to consider a proposal for the buyback of its fully paid-up equity shares.