Emami Limited · NSE:EMAMILTD
Emami — Q4 FY2026 Earnings Presentation
22 slides from Emami's earnings presentation, May 21, 2026
Slide 1: Exchange cover letter: Press Release and Investor Presentation
21st May, 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.:
Slide 2: Emami Reports Q4FY26 Results; Core Domestic Portfolio Remains Resilient
Emami Reports Q4FY26 Results; Core Domestic Portfolio Remains Resilient Amid External Headwinds • Non-summer domestic portfolio delivered healthy growth of 11%, demonstrating resilience amid a disrupted summer season • Organised channels continued to gain salience, contributing approximately 32% to
Slide 3: Press release: Q4 and FY26 margins, EBITDA, PAT and acquisitions
Despite input cost pressures during the quarter, the Company improved its Gross Margins to 68.4%, an expansion of 250 basis points, reflecting disciplined cost management, calibrated pricing actions and operational efficiencies. EBITDA for the quarter stood at ₹187 crore, while the Company continued
Slide 4: Management commentary and About Emami Ltd
Mr Mohan Goenka, Vice Chairman and Whole-Time Director, Emami Limited said: “The quarter tested the resilience of our operating model, and the business responded with disciplined execution. Despite a muted demand environment, we delivered a gross margin expansion of 250 basis points through strong c
Slide 5: Q4 & FY26 Performance Update
Q4 & FY26 Performance Update 21st May 2026
Slide 6: Q4FY26 Performance Overview
Q4FY26 Performance Overview Strong growth ex-Summer Portfolio and International Business Domestic Net Total Sales ex- Summer Domestic Int’l Business Int’l Business Consol Summer Portfolio Net Sales (Jan & Feb’26) (Q4FY26) Revenues +11% -22% -3% +16% -5% -4% (Vol. Grw.: +7%) (Vol. Grw.: -7%) Pain Man
Slide 7: FY26 Performance Overview
FY26 Performance Overview Challenging year impacted by unfavorable seasonality Domestic Net Total Summer Int’l Business Int’l Business Consol Sales ex- Domestic Portfolio (YTD Feb’26) (FY26) Revenues Summer Net Sales +5% -16% -1% +8% +3% -1% Kesh King Range Pain Management Range Healthcare Range The
Slide 8: Changing gears: Portfolio & Channel transformation
Changing gears Portfolio & Channel transformation for accelerated growth New Age & Mainstream Organised & New Age D2C Brands Portfolio Channels (Contribution to Domestic Business) (Contribution to Domestic Business) (Contribution to Domestic Business) 32% 9% 21% 24% 15% 5% 12% 7% 0% FY20 FY23 FY26 F
Slide 9: Domestic Brand-wise performance Snapshot
Domestic Brand-wise performance Snapshot Brand Q4FY26 Growth FY26 Growth Navratna & Dermicool Range -21% -15% Pain Management Range +11% +7% BoroPlus Range -8% +2% Healthcare Range +7% +5% Kesh King Range +14% -2% Male Grooming Range -4% -5% 7 Oils in One +34% +13% The Man Company & Brillare +34% +2
Slide 10: Key Consumer Connect Initiatives
Key Consumer Connect Initiatives Pain Management Range ATL campaign rolled out along Partnered with 11 major Fast Relief collaborated with Conducted Participated in Sabrimala Mela, with strong visibility during marathons; set up pain relief premium platforms (Times Now sampling Sundernagar Mela, Mah
Slide 11: Key Consumer Connect Initiatives
Key Consumer Connect Initiatives Navratna & Dermicool Range New TVC Thematic Campaign for Rolled out “Navratna Laughter Relief” improv Launched ₹10 Jar pack of Navratna Dermicool Her Campaign South Market featuring Vennela comedy series on JioHotstar, garnering 4.1 mn Oil to enhance retail visibilit
Slide 12: Key Consumer Connect Initiatives
Key Consumer Connect Initiatives Kesh King Range Consistent digital push and regional influencer activations for Kesh King Gold relaunch – More Active mela participation (Nauchandi than 300 influencers engaged generating 75 mn views and unique reach of 50 mn & Rath) and rural van branding Strategic
Slide 13: International Business Performance
International Business Performance Business impacted by West Asia crisis Q4FY26 FY26 Growth Contribution to Growth Contribution to (INR) overall Sales (INR) overall Sales -5% 19% +3% 18% SAARC & SEA MENA CIS FY26 Contribution: FY26 Contribution: FY26 Contribution: 40% 41% 12% 9
Slide 14: Q4FY26 Financial Analysis
Q4FY26 Financial Analysis Cost of Goods Sold Staff Costs A&P Spends (as a % of Revenues) (as a % of Revenues) (as a % of Revenues) -250 bps +110 bps +330 bps 34.1% 31.6% 22.9% 11.5% 12.6% 19.6% Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Declined by 11% Grew by 6% Grew by 12% Admin & Other Exp Other I
Slide 15: FY26 Financial Analysis
FY26 Financial Analysis Cost of Goods Sold Staff Costs A&P Costs (as a % of Revenues) (as a % of Revenues) (as a % of Revenues) -130 bps +100 bps +140 bps 31.4% 30.1% 12.7% 19.6% 11.7% 18.2% FY25 FY26 FY25 FY26 FY25 FY26 Lower by 5% Grew by 7% Grew by 7% Admin & Other Exp Other Income Interest Paid
Slide 16: Q4FY26 Consolidated Financials
Q4FY26 Consolidated Financials ₹ in crore Particulars Q4FY26 % Q4FY25 % Growth Net Sales 918.0 99.2% 954.0 99.1% -3.8% Other Operating Income 7.2 0.8% 9.1 0.9% -21.0% Revenue from Operations 925.1 100.0% 963.0 100.0% -3.9% Materials Cost 291.9 31.6% 328.4 34.1% -11.1% A&P 212.0 22.9% 188.9 19.6% 12.
Slide 17: FY26 Consolidated Financials
FY26 Consolidated Financials ₹ in crore Particulars FY26 % FY25 % Growth Net Sales 3,745.3 99.1% 3,765.1 98.8% -0.5% Other Operating Income 34.2 0.9% 44.1 1.2% -22.4% Revenue from Operations 3,779.5 100.0% 3,809.2 100.0% -0.8% Materials Cost 1,138.0 30.1% 1,194.2 31.4% -4.7% A&P 739.2 19.6% 694.0 18
Slide 18: Summarized Balance Sheet
Summarized Balance Sheet ₹ in crore As at As at As at As at Sl. Equity & Liabilities 31.03.2026 31.03.2025 Sl. Assets 31.03.2026 31.03.2025 Audited Audited Audited Audited EQUITY Non -Current Assets (a) Equity Share capital 43.7 43.7 (a) Property, Plant and Equipment 529.2 544.6 (b) Other Equity 2,8
Slide 19: FY26 Dividends
FY26 Dividends 1st 2nd Total Interim Interim Dividend Dividend Dividend Declared on 10th Nov’25 4th Feb’26 Dividend per share (₹) 4.0/- 6.0/- 10.0/- Dividend (%) 400% 600% 1000% Total Dividend payout (₹ crore) 174.6 261.9 436.5 Payout of 51% on Adjusted PAT and 56% of Reported PAT 15
Slide 20: ESG Initiatives
ESG Initiatives Consistent improvement over all major parameters Electricity Renewable Fuel Consumption Energy (Contribution) Consumption 67,659 GJ vs 75,778 GJ ↓ 10% 23,668 GJ vs 23,597 GJ 21% 38,889 GJ vs 42,728 GJ ↓ 9% (+100 bps over PY) GHG Emissions Water (Scope 1+2) Waste Generated Consumption
Slide 21: Awards & Accolades
Awards & Accolades Received the Golden Pacharia Unit conferred Peacock National with the Greentech Quality Award 2026, Energy Management by the Institute of Excellence Gold Award Directors (IOD), India 2026 in the Industrial recognizing Energy Management outstanding category recognizing commitment t
Slide 22: Thank You
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