Emami
Emami is growing, its strategic portfolio up 61% like-for-like (Mint, 2 Oct). Ebitda margin fell to 21.8% and international sales declined 12% as input costs rose (Financial Express, 4 Aug).
What it means
Emami's sales held but its profit did not; the repair runs through price hikes and input costs.
Reported: Revenue +15% YoY but net profit −16.4% in Q1 FY27.
Watch: Q2 FY27 results, expected early Nov — net profit falls YoY again.
- Affected
- Emami's raw-material and packaging suppliers — first in line for cost cutsDo now: expect it to ask for lower prices after that fall in net profit; tie any cut to volume.
- Marico and Hindustan Unilever — a rival short of marginDo now: test your prices where you overlap with it; its next results show whether its margin recovers.
Latest moves
Our read of each move first, where we have one; what the report said is marked Reported.
- Reported: Emami board to consider equity-share buyback on September 17Reported: Watch:
- Reported: The planned rise to 25% of turnover from Axiom Ayurveda, Vedix and SkinKraft validates Emami’s appetite for scalable wellness and digital-native assets that extend its core FMCG portfolio.Reported: Emami targets strategic investments to contribute 25% of turnover by FY30. Its investments in Axiom Ayurveda and IncNut Digital’s Vedix and SkinKraft are expected to contribute about 16% of turnover in FY27, rising to around 25% by FY30.Watch: Quarterly disclosure of strategic-investment revenue, growth rate and contribution to consolidated turnover versus the 16% FY27 milestone.
Background
From 8 stories, the newest dated 12 Oct 2026. Summary written 13 Oct 2026.
Show 3 paragraphs and 8 sources
Emami is an Indian FMCG company.[1] source: Mint Its brands include BoroPlus, Dermicool, Kesh King, Mentho Plus, Navratna and Zandu.[1] source: Mint It uses a 5.4 million-outlet Indian distribution network.[1] source: Mint
Emami reported Q1FY27 revenue of ₹1,039 crore, up 15% year-on-year, with an Ebitda margin of 21.8%.[2] source: Mint Its strategic portfolio grew 61% like-for-like to ₹160 crore of revenue, and management targets ₹700-800 crore from it in FY27.[2] source: Mint In September 2026 Emami approved an open-market buyback of up to ₹282 crore at a maximum ₹475 per share, covering up to 59.36 lakh shares, or 1.36% of paid-up equity capital.[1] source: Mint The buyback opened on September 22 and may run until December 29, 2026.[3] source: BSE Corporate Announcements In September, Emami launched BoroPlus From Maa with seven products, rolling out first on ecommerce and quick commerce.[4] source: Fortune India
In October 2026, ET Small Business reported that Emami had joined EQT Partners, Balaji Wafers, ITC, TPG and ChrysCapital in the race for Advent International's 96.63% stake in DFM Foods, owner of Crax, at a likely valuation of ₹5,000-5,500 crore.[5] source: ET Small Business ET Small Business also reported Emami among the firms eyeing a Farmley stake, a deal that could value Farmley at ₹2,000 crore.[6] source: ET Small Business Farmley denied stake-sale talks with FMCG firms.[7] source: Storyboard18 In September 2026, Calcutta High Court quashed a gag order that had restrained Trustified from publishing about Emami's Zandu Ashwagandha Gold Plus.[8] source: Medianama
Sources
Questions about Emami
How fast is Emami growing in India?
Emami reported Q1FY27 consolidated revenue of ₹1,039 crore, up 15% year-on-year, and its strategic portfolio grew 61% like-for-like to ₹160 crore of revenue.[2] source: Mint
What is Emami's current strategy in India?
In September 2026 Emami approved a buyback of up to ₹282 crore at a maximum ₹475 per share [1] source: Mint and launched BoroPlus From Maa with seven products, first on ecommerce and quick commerce.[4] source: Fortune India In October 2026 it was reported among bidders for Advent International's 96.63% stake in DFM Foods.[5] source: ET Small Business
More stories about Emami
Stories that mention Emami
5 stories
Emami is named in these stories but is not their subject.
- Radico Khaitan elevates Abhinav Rastogi to General Manager – Marketing after three years as Joint GM
- HDFC Securities expects ~12% FMCG revenue growth in Q2, but raw material inflation squeezes margins
- BoroPlus enters premium baby care with FromMaa range
- Emami Agrotech plans ₹400 crore Bengal food park, targets IPO after food scale-up
- The Man Company's FY26 losses widen 49% to Rs 32.5 crore as revenue growth stalls at 4.5%