| Revenue growth | 15% YoY consolidated growth. |
|---|---|
| Margins | Gross margin 65.8%; EBIDTA margin 21.8% vs 23.7% YoY. |
| Demand visibility | Strong traction in 7 Oils in One; uneven summer hit Talc. |
| Management confidence | High focus on category-led growth and digital-first media strategies. |
Growth
Revenue from operations grew 15% YoY to ₹1,039.2 cr; Profit After Tax declined 15.4% to ₹138.9 cr.
Outlook
Strategic focus on scaling 'Strategic Investments' (IncNut, Axiom) and premiumization in international markets like GCC and Bangladesh.
Risks
International sales impacted by West Asia conflict, supply-chain bottlenecks, and inflationary pressures; domestic pain management hit by delayed monsoons.
Last quarter's promises, checked
Delivered
- Guided double-digit summer brand growth → delivered 20% domestic value growth (= BEAT)
- Guided 30% YoY growth for strategic investments → delivered 61% (= BEAT)
- Guided 10% revenue contribution from Talc → delivered ~10% (= BEAT)
Partly delivered
- Guided international double-digit growth from Q2 → current Q1 impacted by conflict (= PARTIAL)
Missed
- Guided EBITDA improvement → delivered 21.8% vs 23.7% YoY (= MISS)
Earnings Call Transcript filed with BSE, NSE: EMAMILTD. Summary written with AI assistance from 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
All →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
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
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
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
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
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.