Q1 2026 Emami Ltd Earnings Call Transcript
Key Points
- Emami Ltd (BOM:531162) maintained a stable top line with overall revenue remaining broadly flat despite challenging demand conditions.
- The core domestic business, excluding talc and prickly heat powders, delivered a healthy 6% revenue growth and a 3% volume growth.
- Navratna Oil showed resilience with a 6% growth despite the subdued summer season.
- The pain management range grew robustly by 17%, while BoroPlus antiseptic creams saw a significant 60% growth.
- Gross margins expanded by 170 basis points to 69.4%, indicating improved profitability.
- The talcum and prickly heat powder category, heavily dependent on summer demand, declined by 17% due to unseasonal weather conditions.
- Male grooming range declined by 9%, and Kesh King saw a 5% decline, indicating challenges in these segments.
- Strategic investments declined by 4%, reflecting potential issues in long-term growth initiatives.
- The international business delivered only a modest 2% growth, impacted by macroeconomic volatility and geopolitical uncertainties.
- Urban discretionary consumption remained under pressure, with no significant signs of recovery in urban demand.
Ladies and gentlemen, good day, and welcome to the Emami Limited Q1 FY26 earnings conference call hosted by IIFL Capital. (Operator Instructions). Please note that this conference is being recorded. I now hand the conference over to Mr. Percy Panthaki from IIFL. Thank you. Over to you, sir.
Good afternoon, everyone. Welcome to Emami's first quarter conference call. From the management, I have with me Mr. Mohan Goenka, Whole Time Director and Vice Chairman; Mr. Vivek Dhirl, CEO of International Business; Mr. Kularaj Bhatia, President, Healthcare; Mr. Manish Gupta, President Sales, Mr. Giriraj Bagri, Chief Growth Officer; Mr. Rajesh Sharma, President, Finance and IR and joining us for the first time on the call is also Mr. Xyris Master, CEO of the Man company. To take you through the results, handing over to Mr. Mohan Goenka and then we'll open up for Q&A. Over to you, sir.
Thank you,
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