EMAMI LIMITED

During the Q1 FY27 earnings conference call, management reported a consolidated revenue growth of 15% to INR 1,039 crores, with domestic business growing by 20%. The company transitioned to category-wise reporting to reflect its diversified portfolio. Key categories included Hair and Scalp care, which grew by 11%, and Skin Care, which saw a 3% increase. The strategic investment portfolio grew by 61%, contributing 18% to domestic business. However, international business declined by 12% due to geopolitical disruptions. Despite inflationary pressures impacting profitability, EBITDA grew by 6% to INR 226 crores. Management highlighted ongoing initiatives to enhance supply chain efficiency and sales productivity. They expressed optimism about growth prospects, supported by strong core brand performance and digital-first initiatives. The effective tax rate normalized to around 25-26%. Overall, management emphasized resilience and a commitment to maintaining margins amid cost pressures.

The tone reflected both positive growth in certain segments and challenges in profitability and international business.