Emami Limited · NSE:EMAMILTD
Emami — Merger or Acquisition (March 2022)
12 slides from Emami's merger presentation, Mar 28, 2022
Slide 1: Schedule of Conference Call cover letter
* cmami limited ernarm 28th March, 2022 The Manager - Listing The Manager - Listing The National Stock Exchange of India Ltd. BSE Limited Exchange Plaza, Plot No. C/1, G. Block Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Bandra (E) Dalal Street Mumbai - 400 051 Mumbai- 400 001 Scrip Code: EMAMIL
Slide 2: Emami Limited Conference Call
Emami Limited Conference Call Tuesday, 29th March 2022, 12:00noon IST We are organising a conference call with the management of Emami Limited. to discuss the acquisition of Dermi Cool brand. Mr. Mohan Goenka, Director Management participants Mr. Rajesh Sharma, President Finance & IR Tuesday, 29th M
Slide 3: Emami adds Dermicool to its array of brands
Emami adds to its array of brands Acquisition Update 25th March 2022
Slide 4: Key Highlights
Key Highlights ▹ Acquired “Dermicool”, one of the leading brands in the Prickly Heat and Cool Talc Segment. ▹ Dermicool was acquired earlier by Reckitt as part of its acquisition of Paras Pharmaceuticals Ltd (Now known as Reckitt Benckiser Healthcare India Pvt Ltd.) in 2011. ▹ The transaction envisa
Slide 5: Category Insights
Category Insights ▹ ~ ₹760 cr category* growing faster than the overall talcum powder category ▸ Prickly Heat and Cool Talc category grew at a CAGR of~12% (2016-2019); whereas Talcum powder category grew at a CAGR of ~5% ▸ Witnessed decline during COVID but expected to bounce back with double digit
Slide 6: About the Brand
About the Brand ▹ One of the leading brands in its segment ▸ Provides cooling and respite from prickly heat caused during harsh summer ▸ 20% market share in the high growth and low penetrated “Prickly Heat & Cool Talc’’ category ▹ Iconic brand with a strong brand equity- High consumer connect throug
Slide 7: Dermi Cool Portfolio
Dermi Cool Portfolio ▹ Available in 4 variants - Menthol Regular, Soothing Lavender, Radiant Sandal and Fresh Aloe ▹ Variants available in 3 SKUs viz. 150 gm, 90 gm & 50 gm ▹ Priced at ₹ 125/-, ₹ 90/- & ₹ 50/- respectively 5
Slide 8: Brand Saliency
Brand Saliency Variant Saliency Geographical Saliency Channel Saliency Fresh Aloe 4% CSD Radiant Sandal South MT 3% 9% 13% 12% Soothing Lavender East North 12% 17% 40% Menthol Regular 75% GT West 84% 30% 6
Slide 9: Opportunity for Emami
Opportunity for Emami ▹ Will consolidate Emami to be the #1 player in the category with 45%+ Market Share. ▸ Navratna Cool Talc is the #2 player; Dermicool at #3 ▸ Strong case for co-existence of Dermicool along with Emami’s existing brands ▹ Found strong synergies and opportunity for growth in core
Slide 10: Market Leadership across categories, post acquisition
Market Leadership across 6 categories, post acquisition Antiseptic Creams Cool Oils Male Fairness Creams Balms Others Others Others 32% Others 34% 36% Fair and 39% Zandu & BoroPlus Navratna Handsome Mentho Plus 68% 66% 64% 61% Kesh King Navratna & 29% Prickly Heat and Others Dermicool Ayurvedic Cool
Slide 11: Brands with 100 crore+ revenues, post acquisition
8 Brands with 100 crore+ revenues, post acquisition ₹800 crore+ ₹600 crore+ ₹500 crore+ ₹300 crore+ ₹200 crore+ ₹200 crore+ ₹100 crore+ ₹100 crore+ 9
Slide 12: Thank You
Thank You 10 10