Emami Limited (531162) Earnings Call Transcripts

Emami Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Emami Limited reported consolidated revenues of INR 925 crores, a 4% decline year-over-year, primarily due to a weak summer portfolio, which fell by 22%. Despite this, the company demonstrated resilience with an 11% growth in its domestic business excluding summer products. Management maintained a positive outlook for FY '27, indicating confidence in double-digit growth for summer brands, supported by strategic investments and a focus on core brand strength.

Reported metrics

Guidance from management

Management expressed confidence in double-digit growth for summer brands in FY '27, despite challenges in Q4. They maintained a focus on strengthening core brands and expanding omnichannel capabilities.

What management said

So Abneesh, as far as the summer is concerned, we have seen delayed summers. You are right that some parts of the country, we are seeing amazing double-digit numbers. Overall, we are very confident in the first half, the summer brands definitely growing at double digits, both Navratna and Dermicool we are very, very confident. That's what we see as of now. I can't predict for BPAC for now. Of course, it is on a lower...

We have improved significantly as far as these new channels are concerned. We had focused on our margin front. Now we are quite close to our GT margins. Our total contribution from these channels are now almost 32%, so which is quite healthy. And even the margins are very healthy now.

What analysts pressed on

Analysts raised concerns about the impact of delayed summer on sales and the potential for continued weakness in the talc category. There were questions regarding the competitive landscape and the effectiveness of advertising spend on core brands.

Main topics on the call

• Revenue Decline — Emami's Q4 revenues of INR 925 crores reflect a 4% decline YoY, attributed mainly to a weak summer portfolio. Management stated, "the decline was primarily driven by weak summer rather than any structural or competitive ...
• Domestic Business Resilience — The domestic business, excluding summer products, grew by 11% in Q4, showcasing strong brand equity. Management noted, "the underlying momentum in our business remains firm," indicating confidence in future growth.
• Summer Portfolio Challenges — The summer portfolio faced significant challenges, declining by 22%, with talcum powders alone down by 40%. Management acknowledged, "we have seen delayed summers," impacting overall performance.
• International Business Impact — International revenues declined by 5% due to geopolitical disruptions in the Middle East. Management expects stabilization and growth in subsequent quarters, stating, "we should be able to deliver good double-digit growt...

Read the full Emami Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Emami Limited earnings call transcripts on record, spanning February 7, 2020 to August 4, 2026. Based on this history, Emami Limited reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

531162

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Personal Care Products

Calls on record

27

First call

February 7, 2020

Most recent

August 4, 2026

Reporting cadence

quarterly