Q4 2025 Emami Ltd Earnings Call Transcript
Key Points
- Emami Ltd (BOM:531162) reported a robust 11% growth in its core domestic business with a 7% volume increase, reflecting strong performance across brands and categories.
- The company saw significant growth in specific product ranges: Navratna and Dermicool grew by 16%, BoroPlus by 27%, and the healthcare range by 13%.
- Emami Ltd's international business returned to growth in Q4 with a 6% increase, despite geopolitical and macroeconomic challenges.
- The company introduced over 25 new products in FY25, with digital-first portfolio Zanducare growing over 50% year on year.
- Emami Ltd declared a total dividend payout for FY25 of 1,000% or INR10 per share, aligning with its dividend policy and commitment to maximizing shareholder value.
- Mass urban demand remained subdued, impacting overall growth potential.
- The Kesh King brand experienced flattish growth, and strategic challenges are being addressed to drive a turnaround.
- The Man Company faced volatility, and efforts are being made to stabilize and grow the brand under new leadership.
- The summer portfolio faced challenges due to sporadic rainfall, impacting sales of cooling products like talc.
- Pain management category showed signs of stress, particularly with the main product Zandu Balm, affecting overall growth in this segment.
Ladies and gentlemen, good day, and welcome to Emami Limited Q4 FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Percy Panthaki from IIFL Capital. Thank you, and over to you, Mr. Panthaki.
Good evening. Welcome, everyone. I have with me the management of Emami. I have Mr. Mohan Goenka, Whole Time Director and Vice Chairman; Mr. Vivek Dhir, CEO, International Business; Mr. Gul Raj Bhatia, Mr. Manish Gupta, President, Sales; and Mr. Giriraj Bagri, Chief Growth Officer; and Mr. Rajesh Sharma, President, Finance and IR.
Without further ado, I'll hand over the call to the management, who will take you through the results, and then we'll have Q&A. Over to you, sir.
Thank you, Percy. Very good afternoon, ladies and gentlemen. Thank you for taking this time to join us today for our
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