Emami Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Emami's Q1 FY26 revenue was flat, impacted by a 17% decline in summer-focused talc/prickly heat. Core domestic business (ex-talc) still grew 6%. Pain management surged 17% from early monsoons, BoroPlus gained 60%. Gross margins expanded to 69.4%. PAT rose 9% to INR 164 Cr, despite a marginal EBITDA dip to INR 214 Cr. International business grew a modest 2% (ex-Bangladesh, ~14% growth). Management is confident on margins, relaunching Kesh King, expanding Smart & Handsome, and noted The Man Company returned to growth. Focus on innovation and distribution for profitable growth.