Emami Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Emami's Q1 FY27 saw consolidated revenue jump 15% to ₹1,039 Cr, driven by 20% domestic growth (12% like-to-like, 8% volume). Strategic investments soared 61% like-to-like, now 18% of domestic business, with management eyeing ₹750-800 Cr revenue this year for these high-growth brands. EBITDA grew 6% to ₹226 Cr, PBT 4% to ₹195 Cr. PAT fell 16% to ₹137 Cr due to tax rate normalization. Gross margins faced 360 bps pressure from crude/packaging and business mix, but price hikes aim to offset commodity impact. International business declined 12% due to West Asia. Management is optimistic about future growth from a diversified portfolio and strategic initiatives.