EMAMI LTD.-$ Q4 FY26 Results

Summary

Emami Limited reported a decline in consolidated revenue from operations by 4% to ₹925 crore for Q4FY26, primarily due to unfavorable summer conditions and geopolitical disruptions, with EBITDA also declining by 15% to ₹187 crore. Despite these challenges, the company's non-summer domestic portfolio demonstrated resilience with 11% growth, and gross margins improved by 250 basis points to 68.4%. For the full financial year FY26, revenues reached ₹3,780 crore, with a Profit after Tax of ₹775 crore and gross margins expanding to 69.9%. Management expressed confidence in a progressive improvement in business momentum, viewing current challenges as temporary, and remains focused on long-term growth through strategic investments in emerging new-age FMCG segments.

Key Highlights

1. 1

   Consolidated revenue from operations for Q4FY26 declined by 4% to ₹925 crore, primarily impacted by unfavorable seasonal conditions and geopolitical disruptions.

2. 2

   Despite external headwinds, Emami's non-summer domestic portfolio delivered healthy growth of 11% in Q4FY26, demonstrating underlying business resilience.

3. 3

   Gross Margins for Q4FY26 improved to 68.4%, an expansion of 250 basis points, reflecting disciplined cost management and operational efficiencies.

4. 4

   For the full financial year FY26, revenues stood at ₹3,780 crore, with Gross Margins expanding by 130 basis points to 69.9%.

5. 5

   Profit after Tax for Q4FY26 was ₹143 crore, while for the full financial year FY26, it stood at ₹775 crore.

6. 6

   Emami made strategic investments in Q1FY27, increasing its stake in Axiom Ayurveda (AloFrut) to make it a subsidiary and acquiring a majority stake in IncNut (Vedix and SkinKraft) to strengthen its new-age FMCG portfolio.