Emami Ltd (NSE:EMAMILTD)

Q3 2026 Emami Ltd Earnings Call Transcript

Feb 4, 2026 / 10:30 AM GMT

Release Date Price: ₹489.25 (+1.28%)

Transcript

Key Points

Positve

Emami Ltd (BOM:531162) reported a strong quarter with net sales growing by 11% and domestic business delivering an 11% growth led by a robust 9% volume growth.
All major brands performed well, with Boro Plus growing by 16%, Keshing by 10%, and Pain Management by 8%.
Strategic subsidiaries, The Man Company and Brill Air, delivered robust growth of 31%.
The company's gross margin expanded to 70.6%, an improvement of 30 basis points, and EBITDA grew by 13% with margins improving to 33.4%.
Emami Ltd (BOM:531162) declared a second interim dividend of 600%, amounting to INR6 per share, reflecting confidence in business performance.

Negative

The male grooming range showed subdued growth at 4%, indicating challenges in this segment.
The company faced disruptions due to GST changes, impacting the early parts of the quarter.
There is a cautious outlook for the summer season due to extended winter, which may affect the loading of summer products.
The international business growth was limited to 9%, with certain markets like Iraq and North Africa showing lukewarm performance.
The male grooming segment, particularly the Smart and Handsome range, has not been growing despite efforts, contributing only 4-5% to total business.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EMAM.NS - Emami Ltd
Q3 2026 Emami Ltd Earnings Call
Feb 04, 2026 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Imami Limited Q3 FY26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Percy Pentaki from IIFL Capital.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.