ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 15% consolidated; domestic business grew 20% (12% LTL). |
|---|---|
| Margins | Gross margin moderated by 360 bps; 200 bps from conflict, 160 bps mix. |
| Order book | Hefty international orders currently unexecuted due to logistics disruptions. |
| Demand visibility | Positive outlook for domestic core brands and digital-first startups. |
| Management confidence | High; confident in offsetting inflation via pricing and regaining international momentum. |
Growth
EBITDA grew 6% to ₹226 cr; domestic volumes up 8%. Strategic portfolio grew 61% like-to-like.
Outlook
Expects double-digit growth for Kesh King; targets ₹750-800 cr from startups by FY27 end. Normalizing tax at 25%.
Risks
International revenue declined 12% due to West Asia conflict. Higher crude and packaging costs impacted gross margins.
Last quarter's promises, checked
Delivered
- Guided double-digit summer brand growth → delivered 20% domestic growth (= BEAT)
- Guided INR 15cr EBITDA increase from startups → delivered 61% LTL strategic growth (= BEAT)
- Guided 3% price increase → delivered 8% volume growth despite pricing (= BEAT)
Partly delivered
- Guided 30% YoY startup growth → delivered 61% LTL but consolidated revenue only +15% (= PARTIAL)
Missed
- Guided Q2 international double-digit growth → delivered -12% revenue (= MISS)
- Guided margin improvement → delivered 360 bps gross margin moderation (= MISS)
Investor Presentation filed with NSE, NSE: EMAMILTD. Summary written with AI assistance from the document.
Emami Ltd: key numbers
- Share price
- ₹412.85
- Market cap
- ₹18,021 Cr
- Revenue (annual)
- ₹3,780 Cr
- Net profit (annual)
- ₹775.3 Cr
- P/E (TTM)
- 24.2×Sector 41.3×
- Promoter holding
- 54.84%+0.00% QoQ
- FII holding
- 9.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Emami Ltd
All →Emami Other Announcement
Emami Limited filed a list of four Key Managerial Personnel authorised to determine materiality of events under SEBI Listing Regulations. It is a routine compliance intimation with no financial or business event.
Emami Management Change
Emami Limited appointed Debendra Banthiya as Company Secretary and Compliance Officer, effective November 5, 2026. The appointment was approved at a board meeting held the same day.
Emami Earnings Call Transcript: Key Takeaways
Headline revenue growth of 36% flatters the quarter: like-to-like growth was 24%, gross margin fell 520 bps, and PAT fell 3% on tax normalisation.
Emami Dividend
Emami Limited declared an interim dividend of Rs 5 per equity share for FY 2026-27 at its board meeting on 5 November 2026. The record date for the dividend is 13 November 2026.
Emami Results Update
Emami Limited reported robust Q2FY27 performance with consolidated revenue growing 36% to ₹1,088 crore. The Board also approved a first interim dividend of ₹5 per share.
- Value
- ₹1,088 Cr
Emami Q2 FY27 Results: Net Profit ₹145.5 Cr, Down 1.9% YoY
Emami Ltd reported revenue from operations of ₹1,088 Cr (+36.2% YoY) and net profit of ₹145.5 Cr (-1.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹145.5 Cr · -1.9% YoY