Emami Limited Reports Q4FY26 Results: Domestic Portfolio Shows 11% Growth Amid Global Headwinds
Emami Limited, India's leading FMCG company, reported its audited financial results for the fourth quarter and full fiscal year ended March 31, 2026. While the consolidated figures saw declines due to seasonal and geopolitical factors, the company highlighted the resilience of its non-summer domestic portfolio and accelerated strategic investments into new-age consumer segments.The Board of Directors of Emami Limited met on Thursday, May 21, 2026, to review the quarterly performance. The company noted that despite temporary external headwinds, its underlying business fundamentals remain strong, positioning it for long-term growth.
Financial Performance Summary
The financial data reveals mixed performance across the fiscal year.| Particulars | Q4FY26 (₹ in crore) | FY26 (₹ in crore) | Growth vs Previous Year |
|---|---|---|---|
| Revenue from Operations | 925.1 | 3,779.5 | Declined (-3.9% / -0.8%) |
| EBITDA | 186.7 | 963.6 | Declined (-14.9% / -6.0%) |
| Profit After Tax (PAT) | 143.2 | 775.3 | Declined (-11.7% / -3.9%) |
Q4FY26 Operational Metrics:
- Revenue from Operations: Declined by 4% to ₹925.1 crore.
- Gross Margins: Improved to 68.4%, an expansion of 250 basis points.
- EBITDA: Stood at ₹187 crore.
- Profit After Tax: Recorded at ₹143 crore.
FY26 Overall Metrics:
- Total Revenues: Stood at ₹3,780 crore.
- Gross Margins: Expanded by 130 basis points to 69.9%.
- EBITDA: Was ₹964 crore.
- PAT: Was ₹775 crore.
Core Business Drivers and Resilience
Emami noted that the quarterly performance was impacted by unfavorable seasonal conditions affecting the summer portfolio, alongside geopolitical disruptions in West Asia.On a positive operational note, the non-summer domestic portfolio delivered healthy growth of 11%, indicating underlying business strength. The company’s omnichannel strategy saw organized channels gain significant salience, contributing approximately 32% of the total domestic business.
Conversely, the International Business declined by 5% during the quarter, primarily attributed to the West Asia conflict, which disrupted supply chains and increased freight costs via the Strait of Hormuz.
Strategic Growth and Investments
The company continues to focus on strengthening its future growth portfolio through strategic investments in new-age FMCG segments.- Axiom Ayurveda: Emami increased its stake in Axiom Ayurveda, thereby making it a subsidiary of the Company effective April 1, 2026. This acquisition marks an entry into the healthy beverage segment through the flagship brand, AloFrut.
- IncNut: The company is acquiring a majority stake in IncNut, a move designed to provide a strategic foothold in the rapidly growing personalized beauty and personal care (BPC) segment across India.
Key Divisional Performance Snapshot
The performance of major product categories across the year was as follows:| Brand Category | Q4FY26 Growth | FY26 Growth |
|---|---|---|
| Pain Management Range | +11% | +7% |
| Kesh King Range | +14% | -2% |
| BoroPlus Range (ex Prickly heat powder) | -8% | +2% |
| Healthcare Range | +7% | +5% |
| The Man Company & Brillare | +34% | +20% |
| 7 Oils in One | +34% | +13% |
| Domestic Business | -3% | -1% |
Shareholder Returns
During FY26, the Board of Directors declared interim dividends aggregating to ₹10 per share. This total payout amounted to ₹436.5 crore and represented 51% of adjusted profits.Emami Limited reported a balance sheet that remains debt-free and well-positioned to support its future growth priorities.
EMAMILTD Stock Price Movement
Today, Emami Limited shares edged higher, settling at ₹439 and achieving a 2.38% gain. The equity closed on a volume of 98,561 shares, notably hitting its 52-week high of ₹439.Disclaimer: Due care and diligence have been taken in compiling and presenting news and market-related content. However, errors or omissions may arise despite such efforts.
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