• Quarterly revenue growth: Emami delivered 20% domestic growth and 15% overall growth, with like-to-like domestic growth standing at 12% after accounting for new acquisitions. Management expects this double-digit growth momentum across all segments, channels, and core brands to continue.
• Pricing and margins: The company implemented price hikes of 3–4% and plans further increases of 2–3% to mitigate raw material and crude-linked cost inflation. While gross margins face mild pressure, they are expected to remain above 65%.
• Strategic investments: Strategic investments achieved 61% like-to-like growth during the quarter and are accelerating. Management expects these businesses collectively to approach break-even and generate earnings within the next one to two years.
• International business recovery: Geopolitical disruptions caused a decline in international markets, but management expects a recovery in the second half of the year. This turnaround will be supported by price increases, reduced trade schemes, and structural improvements.