Key Facts
- Revenue Growth
- 15% to ₹1,039 crore
- Domestic Business Growth
- 20%
- Gross Margin
- 65.8% (down 360 bps)
- EBITDA
- ₹226 crore (up 6%)
- PBT
- ₹195 crore (up 4%)
- International Business Decline
- 12%
Background
Emami Limited's Board of Directors met on Tuesday, 4th August 2026, to consider the unaudited financial results for the first quarter ended 30th June 2026.
The quarter saw a mixed summer, with intense heat in South and West India but milder conditions in the North and East. The operating environment was challenging due to elevated crude prices, inflationary pressures, and disruptions from the West Asia conflict, leading to higher input costs across the sector.
Current Situation
On a consolidated basis, Revenue from Operations grew by 15% to ₹1,039 crore in Q1FY27. Domestic Business grew by 20%, and on a like-to-like basis, growth stood at 12% with volume growth of 8%, after considering the previous year numbers of Axiom Ayurveda and IncNut Digital.
Hair & Scalp Care delivered 11% growth, Skin Care grew 3%, and Health Care grew 2%. The Strategic Investments portfolio grew 61% on a like-to-like basis and now contributes approximately 18% of domestic business.
Organised channels grew 19% on a like-to-like basis and now contribute 32% of domestic business. Quick Commerce contributes 35% of E-commerce sales. International Business declined 12% due to West Asia conflict disruptions.
Gross Margins contracted by 360 basis points to 65.8%. EBITDA grew 6% to ₹226 crore, and Profit Before Tax grew 4% to ₹195 crore.
| Metric | Value |
|---|---|
| Revenue from Operations | ₹1,039 crore |
| Domestic Business Growth | 20% |
| Like-to-like Growth | 12% |
| Volume Growth | 8% |
| Hair & Scalp Care Growth | 11% |
| Skin Care Growth | 3% |
| Health Care Growth | 2% |
| Strategic Investments Growth | 61% |
| Organised Channels Growth | 19% |
| International Business Decline | 12% |
| Gross Margin | 65.8% |
| EBITDA | ₹226 crore |
Impacts
The decline in International Business, attributed to West Asia conflict disruptions, constrained the company's ability to execute orders, affecting overall growth.
Input cost inflation, driven by higher crude oil prices and packaging material costs, compressed gross margins by 360 basis points, impacting profitability.
Despite these challenges, disciplined cost management and operational efficiencies supported EBITDA and PBT growth, benefiting shareholders and stakeholders.
Future Outlook
Scenario analysis: The possibilities below are not certain predictions.
The company remains optimistic about Q2FY27, expecting healthy demand trends and continued momentum in strategic investment businesses.
If commodity inflation eases and geopolitical developments stabilise, the company could progressively regain momentum in international markets and strengthen profitability.
However, if inflationary pressures persist or geopolitical disruptions continue, margin recovery and international growth may be delayed, though the diversified portfolio and innovation pipeline could mitigate impacts.
Source: adgully.com
खबर को बेहतर समझें
आंकड़े, तुलना और घटनाक्रम—एक ही जगह, बिना अनुमान के
Q1 FY27 Financial Performance
Strategic Investments Growth61
सटीक आंकड़े देखें
| श्रेणी | Value |
|---|---|
| Revenue from Operations | 1,039 |
| Domestic Business Growth | 20 |
| Like-to-like Growth | 12 |
| Volume Growth | 8 |
| Hair & Scalp Care Growth | 11 |
| Skin Care Growth | 3 |
| Health Care Growth | 2 |
| Strategic Investments Growth | 61 |
स्रोत:adgully.com स्रोत-समर्थित
