EMAMILTD Emami Q2 FY26 results (Jul–Sep 2025) and concall
Emami's Q2 FY26 performance was significantly impacted by a transformational GST rate reduction, which caused temporary trade disruptions and deferred winter loading. Despite a 10% consolidated revenue decline and a 15% fall in domestic business, the company maintained gross margins at 71%. Strategic initiatives like the Kesh King Gold relaunch and Smart & Handsome expansion are underway, and management anticipates a strong recovery and double-digit growth in the second half of the fiscal year, driven by favorable winter conditions and normalization post-GST.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
What they filed
Q2 FY26: revenue down 14.8%, net profit down 15.0% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|
| Revenue | 709 | 879 | 781 | 756 | 604 −15% |
| EBITDA | 226 | 328 | 191 | 201 | 168 −26% |
| Net profit | 214 | 279 | 190 | 163 | 182 −15% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.
