Emami Limited has informed the Exchange about Investor Presentation
EMAMILTD · price
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Emami reported a flat topline of ₹904 crores in Q1FY26, impacted by an unusually soft and shortened summer that hurt its talcum and prickly heat powder (PHP) portfolio, which fell 17% YoY. However, excluding Talc/PHP, the core domestic business grew 6%, with strong performances from BoroPlus Antiseptic Creams (+60%), Pain Management Range (+17%), and Zandu & Mentho Plus Balms (+16%). Gross margins expanded by 170 basis points to 69.4%, supported by lower input costs, helping Profit After Tax grow 9% YoY to ₹164 crores despite EBITDA dipping 1% to ₹214 crores. The company highlighted innovation-led launches, a 3x growth in quick commerce, and plans to relaunch Kesh King and expand Smart & Handsome in H2FY26.
The 9% PAT growth on margin expansion signals resilience despite weak summer demand, which may reassure investors. However, the flat consolidated revenue and weak Talc/PHP performance highlight demand-sensitivity to weather; near-term stock movement will depend on whether monsoon-led rural recovery materializes in coming quarters.