Q3 2025 Emami Ltd Earnings Call Transcript
Key Points
- Emami Ltd (BOM:531162) achieved a robust growth of 8.6% in its core domestic business with a volume growth of around 6%.
- The BoroPlus range demonstrated remarkable resilience, growing by 20% despite delayed and mild winters.
- The healthcare range delivered robust growth of 13%, led by a 90% growth in Zandu Care.
- Gross margins expanded by 150 basis points to 70.3%, and EBITDA grew by 8% to INR339 crores.
- The company declared a second interim dividend of 400%, translating to INR4 per equity share for FY24, reaffirming its commitment to maximizing shareholders' return.
- Urban demand remained subdued, impacted by rising food inflation and cash-strapped retail and wholesale trade.
- Male Grooming and Kesh King segments declined by 4% and 10% respectively during the quarter.
- International business revenues declined by 3%, with significant challenges in the Russian market due to high inflation.
- The Man Company faced challenges due to compressed festive activities and a delayed shift to quick commerce.
- Kesh King continues to face category issues, with the entire oil category experiencing a slowdown.
Ladies and gentlemen, good day, and welcome to Emami Limited Q3 FY25 earnings conference call hosted by IIFL Capital Services Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Percy Panthaki from IIFL Capital Services Limited. Thank you, and over to you, sir.
I'm delighted to host the management of Emami Limited on the Q3 '25 call. I have with me Mr. Mohan Goenka, Whole-Time Director and Vice Chairman; Mr. Vivek Dhir, CEO, International Business; Mr. Gul Raj Bhatia, President, Healthcare Division; Mr. Rajesh Sharma, President, Finance and IR, and Giriraj Bagri, Chief Growth Officer. Over to you, sir, for your results presentation.
Thank you, Percy. A very good afternoon, ladies and gentlemen. Thank you for taking the time to join us today for our earnings call for the third quarter and nine months
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