Emami Limited has informed the Exchange regarding a press release dated July 31, 2025, titled "EMAMI reports 9% Profit Growth in Q1FY26 strengthening core business and accelerating innovation-led growth".
EMAMILTD · price
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Emami Limited reported Q1FY26 consolidated revenue of ₹904 crores, broadly flat year-on-year, impacted by an unusually soft and shortened summer that hurt its summer-centric Talc/PHP portfolio which declined 17%. However, the core domestic business (excluding Talc/PHP) posted a healthy 6% revenue growth, with strong showings from Pain Management (+17%), BoroPlus Antiseptic Creams (+60%), and Zandu/Mentho Plus Balms (+16%). Gross margins expanded 170 basis points to 69.4% on benign input costs, helping Profit After Tax grow 9% YoY to ₹164 crores despite a 1% decline in EBITDA to ₹214 crores. The company launched several innovations including Dermicool Prickly Heat Spray, Navratna Ayurvedic Hairfall Control Oil, and Zanducare digital-first products. International business grew 2% in INR terms. Management remains optimistic about recovery, citing strong monsoon conditions, easing inflation, and potential interest rate cuts supporting consumption.
Positive for shareholders — the company demonstrated margin resilience and profit growth despite revenue stagnation, signaling operational strength. The strong monsoon outlook and innovation pipeline could drive a recovery in the coming quarters, though weak urban discretionary demand and weather-related risks to summer categories remain near-term watchpoints.