Emami Limited · NSE:EMAMILTD
Emami — Q1 FY26 Earnings Presentation
23 slides from Emami's earnings presentation, Jul 31, 2025
Slide 1: Exchange filing cover letter
31st July, 2025 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: EMAMILTD Scrip Code: 531162 S
Slide 2: Emami Reports 9% Profit Growth in Q1FY26
EMAMI REPORTS 9% PROFIT GROWTH IN Q1FY26 Strengthening Core Business and Accelerating Innovation-Led Growth Q1FY26 HIGHLIGHTS • Stable topline at ₹904 crores despite a challenging demand environment; o Core domestic business (excluding Talc/PHP) posted 6% revenue growth o Talc/Prickly Heat Powder (P
Slide 3: Press release continued: management commentary
Shilajit Cool Rush Capsules & Resin, Zandu Kansa Wand Ayurvedic Massager, and Zandu Chia & Flax Seeds. The International Business delivered modest growth despite ongoing macroeconomic and geopolitical uncertainties across key markets such as Bangladesh, the Middle East, and Africa. The company remai
Slide 4: About Emami: portfolio and brands
With over 550 diverse products, Emami’s portfolio includes trusted power brands like Navratna, BoroPlus, Fair & Handsome, Zandu Balm, Mentho Plus and Kesh King. After a successful takeover of Zandu Pharmaceuticals Works Ltd in 2008, in 2015, the Company acquired the business of ‘Kesh King’ and foray
Slide 5: Q1FY26 Performance Update
Q1FY26 Performance Update 31st July 2025
Slide 6: Fresh Identity Bold Future
Fresh Identity Bold Future ● Marking golden jubilee with a bold new identity, blending legacy with global ambition. ● The dynamic sphere and stylized ‘e’ reflect agility, innovation, and a growing global presence. ● Vibrant hues and a bold wordmark signal confidence while honoring heritage. ● More t
Slide 7: Q1FY26 Sales Performance
Q1FY26 Sales Performance Core Domestic Core Domestic Strategic Talc/ PHP Ex-Talc/ PHP Business Investments Sales +6% -17% Flat -4% (vol: +3%) Total Domestic Consolidated International Business Business (INR) Revenues -1% +2% Flat (vol: -3%) BoroPlus Zandu & Navratna Antiseptic Mentho Plus Cool Oils
Slide 8: Talc/PHP Performance
Talc/ PHP Performance ● Decline of 17% on a significantly high base of 54% growth in Q1FY25 ● 2-year CAGR at 13% ● Flat growth in Full season (Jan-Jun’25) despite weather- related headwinds 4
Slide 9: Domestic Brand wise performance: Navratna & Dermicool
Domestic Brand wise performance Navratna & Dermicool Range ● Launched Dermicool Prickly Heat Spray in Apr’25 - Growth Provides effective cooling relief and antibacterial protection with a convenient and easy format. -5% ● Relaunched Navranta Gold in select channels ● Launched new variants – ● Navrat
Slide 10: Navratna & Dermicool Range - Digital
Domestic Brand wise performance Navratna & Dermicool Range - Digital Navratna Oil Digital Campaigns achieved 127 mn + Impressions on YouTube Released a Bhojpuri song for Navratna Extra Kapil Ke Raahat Nuskhe – New Humour led 16 Assets Thanda Oil. 2.2 Mn+ Views achieved within 10 days launched for fi
Slide 11: Domestic Brand wise performance: Pain Management
Domestic Brand wise performance Pain Management Range Growth +17% Van Operations in MH, TN Dealer Boards in Tamil Nadu ● Strong growth in Balms accentuated by early monsoons ● Zandu Fast Relief range, gel and spray outperforming in Mentho Plus Balm Total BTL Activation Participation in Chitrai & Jag
Slide 12: Domestic Brand wise performance: Healthcare
Domestic Brand wise performance Healthcare Range Growth ● Launched New Communication for Zandu Pancharishta to motivate +4% brand trials ○ Highlighting how prolong chronic digestive problem affects overall health and motivate consumers to take corrective action ● Launched Campaign for Zandu Nityam –
Slide 13: Domestic Brand wise performance: BoroPlus
Domestic Brand wise performance BoroPlus Range Growth -5% BoroPlus Antiseptic Influencer campaign for BoroPlus Aloe Neem Lotion – Achieved 1.4 mn views Cream ● Strong growth in Antiseptic +60% Cream & Soft Cream ● Launched new Icy Citrus Blast variant and a Rs. 10/- SKU (20g) GT Visibility for BoroP
Slide 14: Domestic Brand wise performance: Male Grooming
Domestic Brand wise performance Male Grooming Range Growth -9% Smart And Handsome went live on Jio Hotstar in IPL 2025-26 in key 33 cities, reaching more than a million consumers ● Smart and Handsome to extend to new categories in H2FY26: ● Full 360° relaunch of the brightening range with new commun
Slide 15: Domestic Brand wise performance: Kesh King
Domestic Brand wise performance Kesh King Range Growth -5% Kesh King Shampoo TVC : with heavy GRPs Sachet Hangers Placement ● Relaunch planned in H2FY26 ● To revamp with new Proposition, Packaging, Pricing and Product supported by 360° campaign MT awareness to drive New TVC Sustenance Campaigns with
Slide 16: Strategic Subsidiaries
Strategic Subsidiaries ● Sales stabilizing with the brand returning to ● Green shoots witnessed in growth in June’25 marketplace channel. ● Ramping up growth in upcoming quarters by ● Distribution expansion planned in increasing share on marketplace/ Qcom platforms offline channels and 360° brand re
Slide 17: New Launches: Q1FY26
New Launches : Q1FY26 New Launches on Zanducare Re-Launches Zandu Roll On Navratna Tension Gone Gold Cool Oil Zandu Shilajit Cool Rush Zandu Kansa Wand Zandu Chia & Capsules & Resin Ayurvedic Massager Flax Seeds Navratna Navratna BoroPlus HE Gift Boxes Ayurvedic Cool Talc Icy Citrus Combination of H
Slide 18: BTL Activations
BTL Activations MT Activations Railway Station Auto Hood Rural Promo Vans Salon Contact Activity Participation in Fairs and Festivals Branding Branding Digital wall Bus Branding E-Com visibility In store visibility Local Train/ Metro Branding Traffic Shade paintings Activation Sampling Yoga Day Cele
Slide 19: International Business Performance
International Business Performance International International Contribution Business (INR) Business (CC) to Overall Sales +2% Flat 16% SAARC & SEA MENA CIS (44% Contribution) (41% Contribution) (11% Contribution) 15
Slide 20: Q1FY26 Profitability
Q1FY26 Profitability Revenues Gross Profit A&P Spends EBIDTA PAT ₹ cr 904 628 180 214 164 Growth Flat +2% -2% -1% +9% % to 19.9% 23.7% 18.2% Revenues 69.4% +170 -40 -20 +160 Change bps bps bps bps 16
Slide 21: Consolidated Financials
Consolidated Financials ₹ in crore Particulars Q1FY26 % Q1FY25 % Growth FY25 % Net Sales 893.1 98.8% 896.5 98.9% -0.4% 3,765.1 98.8% Other Operating Income 11.0 1.2% 9.6 1.1% 14.6% 44.1 1.2% Revenue from Operations 904.1 100.0% 906.1 100.0% -0.2% 3,809.2 100.0% Materials Cost 276.5 30.6% 293.0 32.3%
Slide 22: Awards & Accolades
Awards & Accolades Dermicool AI ad featured in the Received three prestigious FIPSA- Received the Silver Award at global list of YouTube Best of 2025 Responsible Packaging the 22nd CII National Circle Advertisements under India. Awards, organized by the Competition under the Federation of Indian Pac
Slide 23: Thank you
2 emMmami Thank you