• The document contains the transcript of an earnings conference call held post declaration of Q1 FY27 unaudited financial results.
  • The event was an Analyst/Investor Conference Call held on 4th August, 2026 to discuss Q1 FY27 financial results.
  • Management participants included: Mr. Mohan Goenka – Whole-Time Director and Vice Chairman; Mr. Vivek Dhir – Chief Executive Officer – International Business; Mr. Dhruv Aggarwal – Chief Growth Officer; Mr. Gul Raj Bhatia – President – Healthcare; Mr. Manish Gupta – President Sales; Mr. Rajesh Sharma – President – Finance and Investor Relation.
  • The moderator was Mr. Percy Panthaki from IIFL Capital Services Limited.
  • The transcript is available on the Company's website at www.emamiltd.in.
  • The company disclosed significant financial and operational metrics during the call:
  • Consolidated revenue grew by 15% to INR1,039 crores
  • Domestic business grew by 20% with like-to-like growth of 12% and volume growth of 8%
  • Hair and Scalp care category grew 11% with Navratna Cool Oil showing strong double-digit growth
  • Skin Care grew by 3% with Talc portfolio delivering high single-digit growth
  • Healthcare grew by 2% with OTC portfolio growing in high teens
  • Strategic investment portfolio grew 61% like-to-like and now contributes 18% of domestic business
  • International business declined by 12% due to West Asia conflict disruptions
  • EBITDA grew by 6% to INR226 crores
  • Profit before tax grew by 4% to INR195 crores
  • Profit after tax stood at INR137 crores, lower by 16% due to tax rate normalization
  • Gross margin faced 360 bps pressure (200 bps from West Asia conflict, 160 bps from business mix change)
  • The company is transitioning from brand-wise to category-wise reporting framework
  • Three strategic initiatives are being executed: supply chain enhancement, Sales code AI deployment, and analytical hub creation
  • Management expressed confidence in offsetting input cost increases through pricing actions

Additional Notes Section

  • The document includes the full transcript of the earnings conference call with detailed Q&A session.
  • Financial data was extensively disclosed during the call including revenue figures, growth rates, margin analysis, and category performance.
  • The transcript was submitted to exchanges pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.