Pursuant to the provisions of Regulation 30 read with Para A of Part A of Schedule III of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, please find below the transcript of the Investors conference call held on 16th May, 2025, post declaration of the Audited Financial Results (Standalone & Consolidated) for the fourth quarter and Financial Year ended 31st March, 2025.
EMAMILTD · price
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Emami Limited posted FY25 consolidated revenue of Rs. 3,809 crore, up 6.5%, with EBITDA rising 8% to Rs. 1,025 crore and PAT up 11% to Rs. 806 crore. Gross margins expanded 100 basis points to 68.6% and EBITDA margins improved 40 bps to 26.9%. Q4 consolidated revenue grew 8% to Rs. 963 crore, driven by 11% growth in core domestic business with 7% volume growth. Key brands performed well — BoroPlus grew 27%, Navratna and Dermicool 16%, healthcare 13%, and relaunched Smart and Handsome grew 7%. International business returned to 6% growth in Q4. The board declared a special interim dividend of 200% (Rs. 2/share) to mark 50 years, taking total FY25 dividend payout to 1000% (Rs. 10/share), a 49% payout ratio. Management hired Zairus Master as CEO of The Man Company to revive growth, and guided for 2-3% pricing growth and no margin pressure in FY26.
Strong margin expansion, robust brand-level growth, and a hefty dividend payout signal healthy cash generation and shareholder-friendly capital allocation, likely to be viewed positively by investors. Near-term concerns about weak summer demand and ongoing turnaround challenges in Kesh King and The Man Company may temper sentiment.