Emami Limited — Investor Meet, 25-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Emami's Q4 FY26 revenue declined 4% to INR925 Cr, with PAT at INR143 Cr. Full-year revenue was INR3,780 Cr. Performance was impacted by delayed summer and Middle East geopolitical issues. Domestic ex-summer portfolio grew 11%, while summer brands declined 22%. Gross margins expanded due to cost discipline. International business faced supply chain disruptions but is stabilizing.

The company is confident for FY27, expecting double-digit growth in summer brands. Strategic investments like The Man Company, Brillare, Axiom, and IncNut aim for 30%+ growth, with Axiom already profitable. Management emphasized strengthening core brands and omnichannel capabilities, noting a ~3% price increase. The outlook is cautiously optimistic on margin improvement.