Emami Limited faces a pivotal Q1 FY27 as it balances a high-stakes summer portfolio against significant input cost headwinds from crude oil volatility. Investors will be closely watching for confirmation of double-digit growth in its core summer brands and the initial impact of recent strategic acquisitions like Axiom Ayurveda and IncNut on the company's growth trajectory.
| Results date | August 04, 2026 |
|---|---|
| Quarter | Q1 FY 2026-2027 |
| Previous quarter revenue | Rs. 925 Cr |
| Previous quarter PAT | Rs. 143 Cr |
| Previous quarter EBITDA margin | 20.2% |
| Market cap | Rs. 17678.27 Cr |
| CMP | Rs. 405.0 |
The board of directors is scheduled to meet on 2026-08-04 to consider the audited financial results and recommend dividend for FY2026.
Summer Portfolio Performance: Management has high confidence in the summer category's trajectory.
International Business Recovery: Operations were impacted by geopolitical disruptions in West Asia.
Strategic Acquisitions Integration: Emami is expanding its footprint in healthy beverages and personalized beauty.
Margin and Input Cost Dynamics: Crude oil volatility remains a primary margin headwind.
Performance vs Guidance Tracking: Tracking key management targets for the fiscal year.
The international business declined 5% in Q4 FY26, driven by geopolitical disruptions in West Asia that affected supply chains through the Strait of Hormuz from 20 February.
The Man Company and Brillare grew 34% in Q4 FY26 and 20% for the full FY26. Management is targeting a sustainable 30% year-on-year growth for these D2C brands.
Management noted pressure from crude oil prices, which impacted margins in Q4 and remained a headwind for Q1. They have implemented a weighted average price increase of approximately 3% to mitigate these costs.
Management has guided for an absolute EBITDA improvement of about Rs. 15 Cr for the D2C brands during FY27.
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