Fast Moving Consumer Goods · NSE/BSE: EMAMILTD

Emami Limited Earnings Summary — Q4 FY2026

Sentiment: Negative
AI-generated summary

Emami Reports Soft Final Quarter with Margin Compression Amid Revenue Volatility

Key Takeaways

  • Quarterly revenue saw a decline of 3.95% YoY and a sharp 19.7% sequential drop, reflecting high seasonal volatility.
  • Operating margins compressed to 20%, the lowest level in multiple years, down from 33% in the previous quarter.
  • Net profit fell to ₹143 crore, down from ₹162 crore in the same period last year despite higher other income.
  • The balance sheet remains lean, though borrowings nearly doubled YoY from ₹90 Cr to ₹162 Cr.
  • Company continues to maintain a structurally low tax rate, recorded at 13% for the current quarter.
  • Other income of ₹23 Cr provided a slight buffer to the bottom line amidst declining operational efficiency.
  • Depreciation costs remained stable at ₹42 Cr, assisting in maintaining cash flow despite profit dips.

Management Guidance

Management is focusing on premiumization and digitalization to counter slow rural growth and is transitioning to professional leadership.

Sentiment Shift

Deteriorating

Outlook

The company remains a high-quality compounder with dominant market shares, but faces near-term headwind from stagnant top-line growth and input cost pressures impacting core margins.

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This summary is AI-generated from Emami Limited's latest annual report and public disclosures. It is for informational purposes only and is not investment advice.