)
Emami (531162) investor relations material
Emami Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
GST rate reduction to 5% on 93% of the core domestic portfolio benefited 88% of products, enhancing affordability and accessibility.
Q2 FY26 consolidated net sales declined 10% year-over-year, with domestic business down 15% and international business up 8%.
Strategic innovation and premiumization, including relaunches and new launches in Kesh King and Smart And Handsome, are gaining traction.
H1 FY26 consolidated net sales fell 5.4% year-over-year, with profit after tax down 13.6%.
Unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025, were approved and released.
Financial highlights
Q2 FY26 consolidated revenue was INR 799 crore (₹798.5 crore/Rs. 79,851 lacs), down 10% year-over-year; domestic business declined 15%.
Q2 FY26 EBITDA was INR 179 crore (₹178.5 crore/Rs. 19,990 lacs), down 29%, and PAT at INR 148 crore (₹148.3 crore/Rs. 14,835 lacs), down 30%.
H1 FY26 EBITDA was ₹392.7 crore; PAT was ₹312.6 crore.
Gross margins remained stable at 71%.
Interim dividend of 400% (INR 4/₹4/Rs. 4 per share) declared for FY26.
Outlook and guidance
October saw a healthy rebound in trade, with deferred winter loading recovered, setting a strong base for H2.
Management expects robust and profitable growth in H2, with high single-digit to double-digit growth anticipated in Q3, contingent on winter trends.
FY27 is expected to be stronger due to a lower base and GST reform benefits.
GST rate reduction is expected to enhance affordability and stimulate consumption.
Management expects no significant impact from unaudited associate results and continues to recognize MAT credit based on projected profits.
Next Emami earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage