Emami Limited · NSE:EMAMILTD
Emami — Q3 FY2026 Earnings Presentation
22 slides from Emami's earnings presentation, Feb 5, 2026
Slide 1: Cover letter to stock exchanges
4th February, 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 Limited reports strong Q3FY26 performance with double-digit growth
Emami Limited reports strong Q3FY26 performance with double-digit growth Q3FY26 HIGHLIGHTS ❖ Consolidated Net Sales at ₹ 1,147 crore grew by 11% ❖ Revenue from Operations at ₹ 1,152 crore grew by 10% o Domestic Business grew by 11% with 9% volume growth o International Business grew by 9% ❖ Gross Ma
Slide 3: Press release continued: launches, omnichannel and management comment
Deeply Moisturising Lip Balm. Under the Zanducare portfolio, Zandu Apple Cider Vinegar Effervescent Tablets and Zandu Good Gut Constipation Relief Tablets were introduced, catering to increasing consumer focus on wellness. Additionally, three new variants each of BoroPlus Lotions and BoroPlus Soft w
Slide 4: About Emami Ltd
international business grew 9% despite mixed global conditions. We remain focused on disciplined execution, capital efficiency, and delivering sustainable, profitable growth for our shareholders and stakeholders.” About Emami Ltd Emami: (NSE: EMAMILTD, BSE: 531162) Emami Ltd, founded in 1974, is one
Slide 5: Q3 & 9MFY26 Performance Update
Q3 & 9MFY26 Performance Update 4th February 2026
Slide 6: Q3FY26 Performance Overview
Q3FY26 Performance Overview 1,147 1,036 Domestic Domestic Net Sales Net Sales Int’l (Value) (Volume) Business Net Sales + 11% +11% +9% +9% Q3FY25 Q3FY26 Revenue from PBT before Reported PAT EBIDTA Operations Exceptionals* +110 bps margin expansion +210 bps margin expansion +120 bps margin expansion
Slide 7: Domestic Brand-wise performance
Domestic Brand-wise performance Q3FY26 Q3FY26 BoroPlus Range Pain Management Range Growth Growth +16% +8% • Strong growth led by winter portfolio • Positive momentum across the overall pain • Launched various products and variants- management portfolio • BoroPlus Lip Balm • 3 variants under BoroPlus
Slide 8: Domestic Brand-wise performance
Domestic Brand-wise performance Q3FY26 Q3FY26 Healthcare Range Growth Kesh King Range Growth +7% +10% • Strong growth in Zandu Chyawanprash, Zandu • Revamped Proposition, Product, Honey and Zandu Ayurvedic Cough Syrup Packaging & Price • Launched new Digital Video Campaigns for Zandu • Launched new
Slide 9: Domestic Brand-wise performance
Domestic Brand-wise performance Q3FY26 Q3FY26 Navratna & Dermicool Range Male Grooming Range Growth Growth +1% +4% • Launched an improv comedy show series • Smart and Handsome NPD’s (launched in “Navratna Laughter Relief” on Jio Hotstar Jul’25)- Contributed 5% to Q2 & Q3 sales • Launched new digital
Slide 10: Domestic Brand-wise performance
Domestic Brand-wise performance The Man Company Brillare Science • Strong sales growth in • Online business (marketplace, perfumes and non-gas deo D2C & QC) delivered robust categories growth • D2C website and Qcom • New launch - Rosemary Oil leading the momentum Shots has shown strong market tracti
Slide 11: Innovations
Innovations New Launches in Q3 Variant Launches in Q3 BoroPlus Intense BoroPlus Daily BoroPlus Sandal moisture body lotion Glow body lotion Jasmine body lotion Kesh King Gold Advanced BoroPlus Deeply Zandu Apple • Addressing the gap in • Addressing the all • Addressing specific Hair Growth Serum Moi
Slide 12: Consumer Connect Initiatives
Consumer Connect Initiatives New film for Kesh King Gold Oil – New film for Kesh King Gold New Digital Video Commercial for New Digital Video Launched, “Navratna Laughter Relief” an “Taki Aap .. Phir se Aap Ban Payen” Shampoo – “Baalon Ka Tashan” Navratna Gold Cool Oil Commercials for Zandu improv c
Slide 13: Consumer Connect Initiatives
Consumer Connect Initiatives Rural Vans Bus & Auto Hood Branding Sampling POS Visibility MT Visibility Participation in Marathons, Fairs and Wall Painting Outdoor visibility Wholesale and retail activations Festivals 9
Slide 14: International Business Performance
International Business Performance Q3FY26 Performance Q3FY26 Region wise contribution (INR) High double- Contribution digit growth in 7 Growth to overall Oils in One, SAARC & SEA MENA CIS +9% Sales BoroPlus, Creme 40% 44% 9% 15% 21, Pain Management range etc. • Implemented high frequency salience ca
Slide 15: International Business Performance
International Business Performance New Launches: Q3FY26 Consumer Connect Initiatives AI Film for Creme 21 Xtra Bright Local Influencer marketing Vitamin C Range Navratna Cooling Hair Navratna Digital Navratna Beat the Tonic & Scalp Conditioner campaign across GCC Heat @45° champi campaign across GCC
Slide 16: Q3FY26 Financial Analysis
Q3FY26 Financial Analysis Cost of Goods Sold Staff Costs A&P Costs (as a % of Revenues) (as a % of Revenues) (as a % of Revenues) -30 bps -20 bps -10 bps 16.7% 16.6% 29.7% 29.4% 10.7% 10.5% Q3FY25 Q3FY26 Q3FY25 Q3FY26 Q3FY25 Q3FY26 Grew by 8% over PY Grew by 8% over PY Grew by 9% over PY Admin & Oth
Slide 17: 9MFY26 Financial Analysis
9MFY26 Financial Analysis Cost of Goods Sold Staff Costs A&P Costs (as a % of Revenues) (as a % of Revenues) (as a % of Revenues) -80 bps +90 bps +70 bps 30.4% 29.6% 11.8% 12.7% 17.7% 18.5% 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 Lower by 2% over PY Grew by 8% over PY Grew by 4% over PY Admin & Ot
Slide 18: Q3FY26 Consolidated Financials
Q3FY26 Consolidated Financials ₹ in crore Particulars Q3FY26 % Q3FY25 % Growth FY25 % Net Sales 1,147.5 99.6% 1,035.9 98.7% 10.8% 3,765.1 98.8% Other Operating Income 4.3 0.4% 13.6 1.3% -68.2% 44.1 1.2% Revenue from Operations 1,151.8 100.0% 1,049.5 100.0% 9.8% 3,809.2 100.0% Materials Cost 338.3 29
Slide 19: 9MFY26 Consolidated Financials
9MFY26 Consolidated Financials ₹ in crore Particulars 9MFY26 % 9MFY25 % Growth FY25 % Net Sales 2,827.3 99.1% 2,811.1 98.8% 0.6% 3,765.1 98.8% Other Operating Income 27.1 0.9% 35.1 1.2% -22.8% 44.1 1.2% Revenue from Operations 2,854.4 100.0% 2,846.1 100.0% 0.3% 3,809.2 100.0% Materials Cost 846.1 29
Slide 20: 2nd Interim Dividend
2nd Interim Dividend 1st 2nd Interim Interim Dividend Dividend Declared on 10th Nov’25 4th Feb’26 Dividend per share (₹) 4.0/- 6.0/- Dividend (%) 400% 600% Total Dividend payout (₹ crore) 174.6 261.9 16
Slide 21: Awards & Accolades
Awards & Accolades In Q3FY26 Ms. Priti A. Sureka, Whole-time Navratna Arctic Blossom Talc The CADE team secured R&D – Healthcare won the “IPA- Director, featured in Business received the Nielsen the Gold Award ACG SciTech Best Innovative Today’s 100 Most Powerful Women, Breakthrough Innovation (Cont
Slide 22: Thank You
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