Investor Presentation
EMAMILTD · price
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Emami reported Q4FY26 consolidated revenue of ₹925 crore, down 4% YoY, impacted by a disrupted summer season (-22% for summer portfolio) and West Asia geopolitical disruptions affecting international business (-5%). Despite topline pressure, the company delivered gross margin expansion of 250 bps to 68.4% through disciplined cost management and operational efficiencies. Domestic non-summer portfolio showed resilient growth of 11%. For FY26, revenue stood at ₹3,780 crore (-1%), EBITDA at ₹964 crore (-6%), and PAT at ₹775 crore (-3.4%). The company remains debt-free with net cash of ₹883 crore and declared total dividends of ₹10 per share (51% payout). Strategic moves include making Axiom Ayurveda (AloFrut) a subsidiary and acquiring majority stake in IncNut (Vedix, SkinKraft) to strengthen presence in personalized beauty and healthy beverages segments.
Near-term weakness from seasonal and geopolitical headwinds is temporary; margin expansion and portfolio shift toward organized channels (now 32%) are positive structural developments. The strategic acquisitions in wellness and BPC segments could drive future growth, while the strong balance sheet provides flexibility for continued investments.