Emami Limited · NSE:EMAMILTD
Emami — Q2 FY27 Earnings Presentation
25 slides from Emami's earnings presentation, Nov 5, 2026
Slide 1: Exchange cover letter: Press Release and Investor Presentation
5th November, 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 S
Slide 2: Emami delivers robust Q2FY27 performance with 36% revenue growth
Emami delivers robust Q2FY27 performance with 36% revenue growth; Domestic Business surges 49% • Consolidated revenues grew 36% to ₹1,088 crore; like-to-like growth of 24% • Domestic Business grew 49% with volume growth of 43%; Like-to-like domestic growth of 32% with volume growth of 26% • Strate
Slide 3: Launches, channel transformation and international business
The quarter also witnessed a series of launches aimed at expanding the Company's consumer reach and strengthening its relevance across emerging needs and consumption occasions. The Company entered the baby care category with the “FromMaa” range under the BoroPlus brand, and introduced the Kesh King
Slide 4: Management commentary and About Emami Ltd
Mr Mohan Goenka, Vice Chairman and Whole-Time Director, Emami Limited said: "Despite elevated input costs, we delivered EBITDA growth of 25% to ₹222 crore through disciplined execution, calibrated pricing actions and sustained productivity improvements. Our continued focus on efficiencies across pro
Slide 5: Q2 & H1FY27 Performance Update
Q2 & H1FY27 Performance Update 5th November 2026
Slide 6: Q2FY27 Performance Overview
Q2FY27 Performance Overview Domestic Business Domestic Business Consol. Revenue Consol. Revenues International (Reported-Value) (Like to Like-Value) from Operations from Operations Business (Reported) (Like to Like) +49% +32%* -2% (Vol. Growth: 43%) (Vol. Growth: 26%) +36% +24%* COGS EBIDTA PBT 34.2
Slide 7: H1FY27 Performance Overview
H1FY27 Performance Overview Domestic Business Domestic Business Consol. Revenue Consol. Revenue International (Reported-Value) (Like to Like-Value) from Operations from Operations Business (Reported) (Like to Like) +33% +21%* -7% (Vol. Growth: 28%) (Vol. Growth: 17%) +25% +16%* COGS EBIDTA PBT 34.2%
Slide 8: Q2FY27 Business Performance
Q2FY27 Business Performance Domestic Business Hair and Skin Health Strategic International Scalp Care Care Care Investments Business Net Sales ₹ 194 cr ₹ 191 cr ₹ 284 cr ₹ 239 cr ₹ 171 cr ~22% 21% 31% 26% 16% Contribution % (to Domestic %) (to Domestic %) (to Domestic %) (to Domestic %) (to Consol %
Slide 9: H1FY27 Business Performance
H1FY27 Business Performance Domestic Business Hair and Skin Health Strategic International Scalp Care Care Care Investments Business Net Sales ₹ 465 cr ₹ 437 cr ₹ 516 cr ₹ 398 cr ₹ 293 cr Contribution % 26% 24% 28% 22% 14% (to Domestic %) (to Domestic %) (to Domestic %) (to Domestic %) (to Consol %)
Slide 10: Skin Care
Skin Care • BoroPlus grew in near twenties • Launched Baby Care Range “FromMaa”: • Range includes Lotion, Cream, Shampoo, Soap, Oil, Powder & Diaper Rash Cream +31% Y-o-Y sales growth in Q2FY27 • Talc & Prickly Heat powder sales more than doubled in Q2 • Launched Influencer campaigns and Re.1 sachet
Slide 11: Hair and Scalp Care
Hair and Scalp Care • Cool Oils grew in thirties • Navratna won "Best Branded Content on OTT" at the MAA Awards 2026. +30% Y-o-Y sales growth • Kesh King posted growth in high teens in Q2FY27 • “Kesh King Scalp First” range launched across MT and ecom; Strategic entry into the emerging scalp-care sp
Slide 12: Health Care
Health Care • Pain Management grew in teens • Zandu Balm: “Undo with Zandu” digital campaign across major OTT and digital platforms +11% Y-o-Y sales growth • Mentho Plus Balm: Onam activations in Kerala in Q2FY27 • Participated in Reliance weekend Health Fest across 12 stores in major cities. • Zand
Slide 13: Robust Growth across all Strategic Investments
Robust Growth across all Strategic Investments Reported sales growth • The Man Company: Regional influencer campaigns across key grooming categories; strengthened Q-commerce activation through Blinkit and occasion-led content for Hair Removal Spray. +3.9x +3.8x Q2FY27 H1FY27 • Brillare: Scaled digit
Slide 14: Q2FY27 New Launches: Domestic Business
Q2FY27 New Launches: Domestic Business BoroPlus FromMaa range Kesh King Scalp First Range Vedix COCOFRUT by Alofrut Kumkumadi Skincare Hibiscus Haircare The Man Company Brillare SkinKraft Iconic Hair Wax Dark Elixir Glowpro perfume duo Fragrance Facewash & Lip Balms PDRN + Ectoin Range Moisturizer O
Slide 15: AI-driven sales ecosystem and supply chain transformation
AI-driven sales ecosystem and supply chain transformation Higher sales Better availability & Sales Code AI 1 2 3 Trade spends 01 productivity reach AI-native unified sales platform Predictive ordering and More effective Trade spends • Predictive sales planning Sales productivity: coverage, inventory
Slide 16: International Business
International Business -2% +6% 14% Y-o-Y sales growth Underlying growth H1 contribution Q2FY27 Excluding Nepal & Iraq To consolidated business H1 contribution by region % of International Business 44% 37% 13% 6% MENAP SAARC & SEA CIS & EE Africa & Others Impact Mitigation Outlook • Nepal floods and
Slide 17: Key Consumer Connect Initiatives
Key Consumer Connect Initiatives Navratna Oil – Intergration with Sun Bangla Popular Game show Lakh Taker Lokkhi Labh, hosted by National Award - winning actor Sudipta Chakraborty Navratna Oil Influencer Campaign- 96 Mn+ Views Driving consideration for Dermat advocacy for Rakshabandhan Campaign Br
Slide 18: Financial Snapshot
Financial Snapshot Q2FY27 Revenue from Operations Gross Profit EBITDA PBT PAT ₹1,088 Cr ₹716 Cr ₹222 Cr ₹194 Cr ₹144 Cr ▲ 36% ▲ 26% ▲ 25% ▲ 29% ▼ −3% Gross Margins EBIDTA Margins PBT Margins PAT Margins 65.8% 20.4% 17.8% 13.3% H1FY27 ▼ −520 bps ▼ −200 bps ▼ −100 bps ▼ −530 bps Revenue from Operation
Slide 19: EBIDTA Margin Movement
EBIDTA Margin Movement Q2FY27 EBITDA margin bridge H1FY27 EBITDA margin bridge -200 bps -200 bps 22.4% −5.2 23.1% −4.4 +1.2 20.4% +1.2 21.1% +2.3 −0.3 +1.2 0.0 Q2FY26 COGS Staff costs A&P Admin & Q2FY27 H1FY26 COGS Staff costs A&P Admin & H1FY27 other other Despite significant pressure on Gross Marg
Slide 20: Q2FY27 Consolidated Financials
Q2FY27 Consolidated Financials ₹ in crore Growth over Particulars Q2FY27 % Q2FY26 % FY26 % PY Net Sales 1,079.6 99.3% 786.7 98.5% 37.2% 3,745.3 99.1% Other Operating Income 8.0 0.7% 11.8 1.5% -32.0% 34.2 0.9% Revenue from Operations 1,087.7 100.0% 798.5 100.0% 36.2% 3,779.5 100.0% Materials Cost 371
Slide 21: H1FY27 Consolidated Financials
H1FY27 Consolidated Financials ₹ in crore Growth over Particulars H1FY27 % H1FY26 % FY26 % PY Net Sales 2,109.8 99.2% 1,679.9 98.7% 25.6% 3,745.3 99.1% Other Operating Income 17.1 0.8% 22.7 1.3% -24.8% 34.2 0.9% Revenue from Operations 2,126.9 100.0% 1,702.6 100.0% 24.9% 3,779.5 100.0% Materials Cos
Slide 22: Balance Sheet
Balance Sheet ₹ in crore As at As at As at As at Sl. Equity & Liabilities 30.09.2026 31.03.2026 Sl. Assets 30.09.2026 31.03.2026 Unaudited Audited Unaudited Audited EQUITY Non -Current Assets (a) Equity Share capital 43.7 43.7 (a) Property, Plant and Equipment 654.9 529.2 (b) Other Equity 2,881.8 2,
Slide 23: Capital Allocation
Capital Allocation S H A R E B U Y BAC K COMPLETED F I R ST I N T E R I M D I V I D E N D DECLARED ₹281.24 crore utilised ₹5/- per share 99.73% of ₹282 crore approved by the Board Dividend payout summary 73 lakh shares bought back 1.67% share capital reduced ₹42.92 cr revised share capital 500% ₹214
Slide 24: Awards & Accolades
Awards & Accolades Founders, Mr. R.S. Agarwal and Mr. R.S. Goenka felicitated by Mr. Aditya V. Agarwal, Director, Navratna Oil honored with Hurun India at the inaugural Neo Wealth Hurun Stars of the felicitated as the ‘Visionary the "Best Branded Content on East 2026 for their extraordinary contribu
Slide 25: Thank you
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