Emami Limited has informed the Exchange about Transcript
EMAMILTD · price
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Emami's Q1 FY26 revenue was broadly flat as a weak and shortened summer dragged down the talcum and prickly heat powder category by 17%. Excluding talc, core domestic business grew a healthy 6% with 3% volume growth. Pain management range grew 17%, BoroPlus antiseptic creams surged 60%, Navratna Oil rose 6%, and healthcare grew 4%. Weak spots remained Male Grooming (down 9%) and Kesh King (down 5%). International business grew 2% but excluding Bangladesh grew 13.6%. Gross margins expanded 170 bps to 69.4%, while EBITDA stood at INR 214 crores (down 1% YoY) with a 20 bps margin contraction. PAT rose 9% to INR 164 crores on lower tax and finance costs. Quick commerce scaled nearly 3x YoY and organized channel saliency improved 190 bps.
Short-term performance remains pressured by weak summer demand and challenges in face cream and Male Grooming categories, but management's confidence on margins, reduction in losses at The Man Company and Zandu Care, and strong growth in pain management and BoroPlus offer some support for the medium-term outlook.