Emami

“Category-wise, skincare grew by 31%. This was led by robust growth in our talc portfolio, which grew by over 2X in the quarter.”

“Hair and scalp care grew by 30% during the quarter. Navratna Oil grew in the 30s, and Kesh King grew in high teens.”

“And I must call out 7 Oils in One, which continued its remarkable run and nearly doubled its sales this quarter.”

“Healthcare range grew by 11%, with pain management range growing in the teens.”

“On a like-to-like basis, we grew by an impressive 73% and contributed approximately 26% of our domestic business.”

“The market size is almost INR30,000 crores-INR40,000 crores.”

“As far as rural is concerned, some markets, particularly in south and west, where we have seen significantly less rainfall and drought-like situations, there the rural markets have not performed so well”

“entering into the peak season, as far as winter is concerned. Post-Diwali, I think things should pick up now.”

“By and large, some pockets of U.P. have also not done so well. Many districts have performed very, very well, where we have seen good rainfalls.”

“this resulted in higher COGS and a moderation in gross margin by 520 basis points compared to last year.”

“It is almost 25%-50% cheaper, depending on the product range.”

“This time it is a premium product, pricing almost in the range of INR500-INR1,000.”

“Harit, as far as price increase is concerned, it has been in the range of 5.5% for the full year.”

“Arnab, almost out of 520 basis points, 400 basis point was purely RM cost, and balance was the mix.”

“We also launched Kesh King Scalp First range in modern trade and e-com.”

“For IncNut, we are now expanding beyond D2C into marketplaces. We have commenced operations on QuickCom, and we have also entered into new international markets.”

“BoroPlus being purely Ayurveda, we have launched under the brand BoroPlus.”

“we completed our share buyback worth INR281 crores last month to buy back 73 lakh shares.”

“The Board has also approved the first interim dividend of INR5 per share, which would amount to a payout of INR214 crores.”

“Profit after tax stood at INR144 crores, lower by 3%, and that is largely due to the normalization of our effective tax rate following the phased out of fiscal benefits.”

“Nepal was impacted by severe floods, and Gulf markets continued to face supply chain challenges arising from ongoing regional conflicts. Excluding Nepal and Iraq, our international business grew by 6%.”

“Commodity inflation and geopolitical developments remain areas to watch for.”

“We are not able to move the goods from India to other places. That is still remaining unresolved issue for us.”

“So those movement is still curtailed, and we are not able to move goods out of India at the moment. So that contributes roughly around 2% of my global business, the part which I am not able to move out.”

“We were not able to move goods to Iraq at all. Now we found alternate routes and moving through Port Aqaba.”

“Our consolidated revenue grew by 36% to INR1,088 crores. Domestic sales grew by 49%, driven by volume growth of 43%.”

“consolidated sales grew by 24%, and domestic business grew 32% with a volume growth of 26%.”

“Organized channels now contribute to 37% of our domestic business.”

“EBITDA grew by 25% to INR222 crores, and profit before tax grew by 29% to INR194 crores.”

“Looking at the first half of FY27, revenue stood at INR2,127 crores, up 25%. EBITDA was at INR449 crores, up 15%”