Emami Limited · NSE:EMAMILTD

Emami — Q1 FY27 Earnings Presentation

18 slides from Emami's earnings presentation, Aug 4, 2026

  1. Slide 1: Cover letter to stock exchanges

    4th August, 2026 The Manager – Listing The Manager – Listing National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, Plot No. C/1, Block – G Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Bandra (E) Dalal Street Mumbai – 400 051 Mumbai – 400 001 Scrip Code: EMAMILTD Scrip Code: 531162 Sub

  2. Slide 2: Emami reports resilient 15% topline growth

    Emami reports resilient 15% topline growth  Consolidated revenues grew by 15% to ₹1,039 crore; o Domestic Business grew 20%, with like-to-like domestic growth of 12% and volume growth of 8% o International Business declined 12% due to West Asia disruptions  EBITDA grew 6% to ₹226 crore despite hig

  3. Slide 3: International Business decline, margins and outlook

    The International Business declined by 12% during the quarter, primarily due to disruptions arising from the West Asia conflict, which constrained the Company’s ability to execute orders. Despite these near-term headwinds, the underlying strength of the international franchise remains intact. The Co

  4. Slide 4: About Emami and contact information

    Over the years, Emami has strengthened its portfolio through strategic acquisitions and investments. Following the acquisition of Zandu Pharmaceutical Works Ltd. in 2008, the Company acquired the iconic Ayurvedic hair and scalp care brand Kesh King in 2015. In 2019, Emami acquired Creme 21, a German

  5. Slide 5: Q1FY27 Performance Update

    Q1FY27 Performance Update 4th August 2026

  6. Slide 6: Q1FY27 Performance Overview

    Q1FY27 Performance Overview Domestic Business Domestic Business Consol. Revenue International Consol. Revenues (Reported-Value) (Like to Like Value)* from Operations Business (INR) (Like to Like)* (Reported) +20% +12% -12% +9% (Vol. Growth: 16%) (Vol. Growth: 8%*) +15% Input Costs EBIDTA PBT 34.2% 6

  7. Slide 7: Enhancing Disclosure Framework: Transition to Category-Led Reporting

    Enhancing Disclosure Framework: Transition to Category-Led Reporting Evolving disclosure Reflects scale, Provides a more framework from portfolio holistic view of Represents stable Reporting framework brand-wise reporting diversification, and performance across view of underlying aligns with Industr

  8. Slide 8: Q1FY27 Business Performance

    Q1FY27 Business Performance Domestic Business Hair and Skin Health Strategic International Scalp Care Care Care Investments Business Net Sales ₹ 271 cr ₹ 246 cr ₹ 232 cr ₹ 160 cr ₹ 122 cr Contribution % 30% 27% 26% 18% 12% (to Domestic %) (to Domestic %) (to Domestic %) (to Domestic %) (to Consol %)

  9. Slide 9: Hair and Scalp Care

    Hair and Scalp Care Navratna Cool Oils Kesh King 7 Oils in One • Delivered double digit growth • Grew in mid-single digits • Recorded remarkable growth momentum, +11% • Strategic focus on LUP’s and ₹10 SKU, helped improve • High-decibel media driven by strong Y-o-Y Sales Growth penetration support w

  10. Slide 10: Skin Care

    Skin Care Talc & Prickly Heat Powder Smart and Handsome • Mid-single digit growth despite uneven summer conditions • Posted low single digit growth +3% • Navratna Cool Talc Y-o-Y Sales Growth • New TVC featuring Varun Dhawan and David Dhawan reinforced the “Cooling + • Sunscreen and masks in Q1FY27

  11. Slide 11: Health Care

    Health Care Zandu Healthcare Range Pain Management Range • Near double digit growth led by OTC range • Performance impacted by delayed monsoons, particularly across western regions +2% • Strong growth in Zandu Nityam, Mugdha Rasa, Zandu Y-o-Y Sales Growth Ayurvedic Cough Syrup and Zandu Honey etc. •

  12. Slide 12: Strategic Investments

    Strategic Investments The Man Company Brillare Science Axiom Ayurveda IncNut Digital +3.6x • Expanded consumer • Rosemary franchise • Became a subsidiary w.e.f. • Consolidated from Jun’26 Reported Sales acquisition via Qcom generating 35% repeat 1st Apr’26 Growth in Q1FY27 sampling, gifting purchase

  13. Slide 13: International Business

    International Business • Ongoing West Asia conflict, supply-chain bottlenecks and inflationary pressures impacted sales -12% Y-o-Y Sales Growth • MENAP remained relatively resilient despite conflict in Q1FY27 • Implemented calibrated price increases to mitigate inflationary and freight cost pressure

  14. Slide 14: Key Consumer Connect Initiatives - ATL

    Key Consumer Connect Initiatives - ATL Launched Navratna Special Champi campaign with Kapil Sharma starring Aakash Gupta and Tridha Choudhury, enhancing youth relevance and Launched New TVC featuring Varun Dhawan and David New TVC focused on Rural Audience for Navratna Cool driving trials through mo

  15. Slide 15: Key Consumer Connect Initiatives - BTL

    Key Consumer Connect Initiatives - BTL Participation in Fairs and Festivals Champi demos at Reliance Outlets Farmer Contact Programme with Branded Zone Bus and Auto hood branding Women’s day activity Train Branding MT Visibility Sampling Shikara Branding on Dal Lake 11

  16. Slide 16: Q1FY27 Consolidated Financials

    Q1FY27 Consolidated Financials ₹ in crore Growth over Particulars Q1FY27 % Q1FY26 % FY26 % PY Net Sales 1,030.1 99.1% 893.1 98.8% 15.3% 3,745.3 99.1% Other Operating Income 9.1 0.9% 11.0 1.2% -17.1% 34.2 0.9% Revenue from Operations 1,039.2 100.0% 904.1 100.0% 14.9% 3,779.5 100.0% Materials Cost 355

  17. Slide 17: Awards & Accolades

    Awards & Accolades Pacharia Unit conferred with Received the Golden Navratna Oil honored with the Greentech Energy Peacock National the "Best Branded Content Management Excellence Quality Award 2026, by on OTT" award at the MAA Gold Award 2026 in the the Institute of Directors Awards 2026 by Adgully

  18. Slide 18: Thank you

    Navratna AYURVEDIC OIL 2 minute Special Champi for Relief from HEADACHE TIREDNESS TENSION eae =P mae SERED ge eae Thank you

Emami — Q1 FY27 Earnings Presentation on 6ix