Emami Investor Presentation: Key Takeaways

Guidance and delivery
Management target	Revenue 20.0% FY27

Highlights
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.

Expects double-digit growth for Kesh King; targets ₹750-800 cr from startups by FY27 end. Normalizing tax at 25%.

International revenue declined 12% due to West Asia conflict. Higher crude and packaging costs impacted gross margins.

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)

Guided 30% YoY startup growth → delivered 61% LTL but consolidated revenue only +15% (= PARTIAL)

Source

Investor Presentation filed with NSE, NSE: EMAMILTD. Summary written with AI assistance from the document.

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