Personal Products
Valuation | |
|---|---|
| Market Cap | 21.12 kCr |
| Price/Earnings (Trailing) | 26.58 |
| Price/Sales (Trailing) | 5.41 |
| EV/EBITDA | 19.72 |
| Price/Free Cashflow | 27.68 |
| MarketCap/EBT | 24 |
| Enterprise Value | 21.09 kCr |
Fundamentals | |
|---|---|
Growth & Returns | |
|---|---|
| Price Change 1W | 4.8% |
| Price Change 1M | -3.5% |
| Price Change 6M | -12.6% |
| Price Change 1Y | -14.1% |
| 3Y Cumulative Return | 5.9% |
| 5Y Cumulative Return | 0.00% |
| 7Y Cumulative Return | 3.4% |
| 10Y Cumulative Return | -0.40% |
| Revenue (TTM) |
| 3.9 kCr |
| Rev. Growth (Yr) | 10% |
| Earnings (TTM) | 794.26 Cr |
| Earnings Growth (Yr) | 14.5% |
Profitability | |
|---|---|
| Operating Margin | 22% |
| EBT Margin | 22% |
| Return on Equity | 25.73% |
| Return on Assets | 20.53% |
| Free Cashflow Yield | 3.61% |
Cash Flow & Liquidity |
|---|
| Cash Flow from Investing (TTM) | -340.15 Cr |
| Cash Flow from Operations (TTM) | 895.88 Cr |
| Cash Flow from Financing (TTM) | -499.61 Cr |
| Cash & Equivalents | 73.03 Cr |
| Free Cash Flow (TTM) | 851.31 Cr |
| Free Cash Flow/Share (TTM) | 19.5 |
Balance Sheet | |
|---|---|
| Total Assets | 3.67 kCr |
| Total Liabilities | 741.7 Cr |
| Shareholder Equity | 2.93 kCr |
| Current Assets | 1.86 kCr |
| Current Liabilities | 678.52 Cr |
| Net PPE | 524.37 Cr |
| Inventory | 407.73 Cr |
| Goodwill | 68.19 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.01 |
| Debt/Equity | 0.01 |
| Interest Coverage | 83.02 |
| Interest/Cashflow Ops | 93.26 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 10 |
| Dividend Yield | 2.07% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | -1.1% |
Profitability: Very strong Profitability. One year profit margin are 20%.
Technicals: Bullish SharesGuru indicator.
Size: Market Cap wise it is among the top 20% companies of india.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Dividend: Dividend paying stock. Dividend yield of 2.07%.
Past Returns: In past three years, the stock has provided 5.9% return compared to 12.8% by NIFTY 50.
Profitability: Very strong Profitability. One year profit margin are 20%.
Technicals: Bullish SharesGuru indicator.
Size: Market Cap wise it is among the top 20% companies of india.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Dividend: Dividend paying stock. Dividend yield of 2.07%.
Past Returns: In past three years, the stock has provided 5.9% return compared to 12.8% by NIFTY 50.
Investor Care | |
|---|---|
| Dividend Yield | 2.07% |
| Dividend/Share (TTM) | 10 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 18.2 |
Financial Health | |
|---|---|
| Current Ratio | 2.74 |
| Debt/Equity | 0.01 |
Technical Indicators | |
|---|---|
| RSI (14d) | 41.6 |
| RSI (5d) | 52.97 |
| RSI (21d) | 34.2 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Sell |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal |
Summary of Emami's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management provided an optimistic outlook during the Q2 FY26 earnings call. They emphasized a strong recovery in trade sentiments and a favorable winter season which will support a robust second half. Specifically, management noted that October experienced a healthy rebound, with deferred winter loading being recovered. They highlighted strong growth prospects, anticipating a robust and profitable second half, with high single-digit growth firmly on the cards, with potential for double-digit growth if trends continue favorably.
Key forward-looking points include:
Winter Season: Management expressed confidence in achieving improved winter loading, with October having shown significant recovery. They expect positive contributions from the favorable winter season, particularly across northern and eastern markets.
GST Rate Reduction: The reduction in GST rates is expected to enhance affordability and stimulate demand. Nearly 93% of the company's core domestic portfolio benefits from this reduction, which the management believes will lead to an upward trajectory in consumer spending.
Volume Recovery: They estimated a volume decline of approximately 16% for the domestic business in Q2. However, management indicated strong recovery signals in October and expressed confidence in restoring volumes in subsequent quarters.
Financial Performance: Consolidated revenues for Q2 were INR 799 crores, a 10% decline YoY due to factors such as GST-related destocking and adverse weather. However, they expect to recover this revenue trajectory, particularly with a focus on strategic innovation and premiumization in their product offerings.
Interim Dividend: The Board declared an interim dividend of 400%, amounting to INR 4 per share for FY26, indicating financial strength despite short-term challenges.
Overall, management's comments reflect a positive outlook supported by strategic initiatives, improved consumer spending, and favorable seasonal trends going into the latter half of the fiscal year.
Understand Emami ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| SURAJ FINVEST PRIVATE LIMITED | 24.2% |
| DIWAKAR FINVEST PRIVATE LTD | 22.63% |
| NIPPON LIFE INDIA TRUSTEE LTD.- A/C NIPPON INDIA NIFTY 500 QUALITY 50 INDEX FUND | 4.79% |
| DSP AGGRESSIVE HYBRID FUND | 4.31% |
| PRITI A SUREKA | 3.46% |
| KOTAK CONTRA FUND | 2.27% |
| AVEES TRADING AND FINANCE PVT LTD |
Detailed comparison of Emami against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| HINDUNILVR | Hindustan Unilever | 5.53 LCr | 65.13 kCr | -2.90% | -1.50% | 50.81 | 8.49 | - | - |
| ITC | ITC | 3.89 LCr | 88.95 kCr |
Comprehensive comparison against sector averages
EMAMILTD metrics compared to Personal
| Category | EMAMILTD | Personal |
|---|---|---|
| PE | 26.58 | 50.32 |
| PS | 5.41 | 7.62 |
| Growth | 2.8 % | 0.9 % |
Emami Limited manufactures and markets personal and healthcare products in India and internationally. It provides ayurvedic antiseptic cream, prickly heat powder, doodh kesar body lotion, aloe neem lotion, vasocare herbal petroleum jelly, coconut oil, aloe vera gel, and hygiene products under the Boroplus brand; cool oil, extra thanda, gold ayurvedic oil, therapy ayurvedic body massage and stress relief oil, maxx cool talc, and cool talc under the Navratna brand; and balm, balm ultra-power, quick relief roll-on, ortho vedic oil, ointment, relief gel and spray, healthcare products, pancharishta, nityam, and kesari jivan under the Zandu brand. The company also offers radiance cream and instant radiance face wash for men under the Fair and Handsome brand; haircare products and shampoo under the Kesh King brand; balm under the Mentho Plus brand; prickly heat powder under the Dermicool brand; hair oil, shampoos, and conditioners under the Emami 7 Oils in One brand; deodorants under the HE brand; hair colors under the Emami Diamond Shine brand; talc under the Emami Golden Beauty brand; herbal fairness cream under the Emami Naturally Fair brand; toothpaste under the Ayucare brand; hair colors and oils under the Emami Gold brand; and moisturisers, lotion, soft creams, glycerine creams and oils, petroleum jelly, baby shampoos, and other skin products under the Cream21 brand. Emami Limited was founded in 1974 and is headquartered in Kolkata, India.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
| Sell |
| SMA 20 Signal | Sell |
| SMA 50 Signal | Sell |
| SMA 100 Signal | Sell |
EMAMILTD vs Personal (2021 - 2026)
1. Percy Panthaki: Can you tell us a little more about the Kesh King re-launch? Apart from the name change, what else have you changed in the marketing mix? I clarified that Kesh King now includes scientifically proven ingredients like Gro Biotin and plant Omega 369, enhancing the Ayurvedic base with a modern twist. This new formulation was well-received, and an extensive advertising campaign will support it. Despite delays due to GST disruptions, we are actively promoting it in the market.
2. Nitin Gupta: Is the GST-driven destocking fully recoverable in Q3? We are confident that the destocking will be fully recovered in Q3. Early indications from October show a rebound, as we are now loading the winter products that were delayed in September.
3. Nitin Gupta: How are consumption trends shaping in rural markets? We have observed strong demand from the rural sector across our categories, particularly focusing on shampoo sachets for Kesh King that cater to this market. The results have been encouraging, reflecting a positive shift.
4. Harit Kapoor: Can we expect strong double-digit growth in Q3 due to the recovery of impacts felt in Q2? While I anticipate a better performance in Q3, being slightly conservative due to lingering uncertainties, I expect at least high single-digit growth, with double-digit growth possible if winter conditions remain favorable.
5. Arnab Mitra: Will the destocking and recovery of winter loading impact growth, and should we expect double-digit growth in Q3? I remain cautious but optimistic. If the current positive trends continue, we could see double-digit growth in Q3, though we prefer to be conservative until we observe consistent evidence.
6. Kunal Vora: What proportion of the portfolio has seen increased grammage versus lowered MRPs? About 20% of our portfolio has increased grammage, mostly in sachets, while the balance saw lowered MRPs. This strategy is designed to enhance value for consumers.
7. Kunal Vora: If we don't see a significant response to lower prices, will adjustments be made? It's premature to decide on adjustments as we have just implemented price reductions. We need to monitor consumer responses closely over the next few quarters.
| 2% |
| SBI CONSUMPTION OPPORTUNITIES FUND | 1.87% |
| FRANKLIN INDIA DIVIDEND YIELD FUND | 1.61% |
| ADITYA BIRLA SUN LIFE TRUSTEE PRIVATE LIMITED A/C - ADITYA BIRLA SUN LIFE BSE 50 | 1.33% |
| SUNDARAM MUTUAL FUND A/C SUNDARAM DIVIDEND YIELD FUND | 1.32% |
| BANDHAN FLEXI CAP FUND | 1.12% |
| PAN EMAMI COSMED LIMITED | 0.71% |
| AVISHI SUREKA | 0.32% |
| EMAMI PAPER MILLS LTD | 0.21% |
| USHA AGARWAL | 0.2% |
| SACHIN GOENKA | 0.16% |
| RAJKUMAR GOENKA | 0.15% |
| MOHAN GOENKA | 0.15% |
| SHOBHANA AGARWAL | 0.14% |
Distribution across major stakeholders
Distribution across major institutional holders
| -9.40% |
| -30.80% |
| 11.08 |
| 4.37 |
| - |
| - |
| GODREJCP | Godrej Consumer Products | 1.2 LCr | 15.46 kCr | -6.70% | +4.60% | 65.7 | 7.74 | - | - |
| MARICO | Marico | 97.22 kCr | 13.2 kCr | -3.90% | +12.00% | 56.57 | 7.37 | - | - |
| DABUR | Dabur India | 89.45 kCr | 13.55 kCr | -3.10% | -5.10% | 48.4 | 6.6 | - | - |
| 816 |
| 668 |
| 737 |
| 790 |
| 759 |
| 687 |
| Profit Before exceptional items and Tax | 134.4% | 355 | 152 | 189 | 194 | 306 | 225 |
| Exceptional items before tax | - | -10.15 | 0 | 0 | 0 | 0 | 0 |
| Total profit before tax | 127.8% | 345 | 152 | 189 | 194 | 306 | 225 |
| Current tax | 868.7% | 35 | 4.51 | 36 | 42 | 57 | 40 |
| Deferred tax | -178.5% | -9.25 | -2.68 | -13.91 | -10.61 | -34.8 | -30.87 |
| Total tax | 2912% | 26 | 1.83 | 23 | 32 | 22 | 9.44 |
| Total profit (loss) for period | 116.3% | 319 | 148 | 164 | 162 | 279 | 211 |
| Other comp. income net of taxes | -39.7% | -4.21 | -2.73 | 14 | -21.76 | -4.14 | -3.15 |
| Total Comprehensive Income | 116.6% | 315 | 146 | 178 | 140 | 275 | 208 |
| Earnings Per Share, Basic | 163.3% | 7.32 | 3.4 | 3.76 | 3.72 | 6.39 | 4.87 |
| Earnings Per Share, Diluted | 163.3% | 7.32 | 3.4 | 3.76 | 3.72 | 6.39 | 4.87 |
| 10.4% |
| 352 |
| 319 |
| 297 |
| 279 |
| 267 |
| 256 |
| Finance costs | -0.9% | 2.11 | 2.12 | 3.73 | 3.45 | 12 | 19 |
| Depreciation and Amortization | -5.4% | 158 | 167 | 215 | 328 | 361 | 326 |
| Other expenses | 8.1% | 857 | 793 | 785 | 714 | 626 | 736 |
| Total Expenses | 4.9% | 2,347 | 2,238 | 2,348 | 2,301 | 2,112 | 2,143 |
| Profit Before exceptional items and Tax | 24.1% | 934 | 753 | 606 | 689 | 574 | 341 |
| Exceptional items before tax | 85.5% | 0 | -5.9 | 0 | 0 | 0 | -3.26 |
| Total profit before tax | 25.1% | 934 | 747 | 606 | 689 | 574 | 338 |
| Current tax | 24.4% | 159 | 128 | 111 | 122 | 100 | 64 |
| Deferred tax | -11.9% | -84.09 | -75.05 | -77.94 | -283.71 | -1.25 | -15.53 |
| Total tax | 42.3% | 75 | 53 | 33 | -161.62 | 99 | 49 |
| Total profit (loss) for period | 24% | 859 | 693 | 574 | 851 | 475 | 289 |
| Other comp. income net of taxes | -943.1% | -25.81 | 4.18 | -41.84 | 32 | 59 | -97.26 |
| Total Comprehensive Income | 19.4% | 833 | 698 | 532 | 882 | 535 | 192 |
| Earnings Per Share, Basic | 25.7% | 19.68 | 15.86 | 13 | 19.148 | 10.68 | 6.37 |
| Earnings Per Share, Diluted | 25.7% | 19.68 | 15.86 | 13 | 19.148 | 10.68 | 6.37 |
| 50% |
| 16 |
| 11 |
| 6.63 |
| 4.58 |
| 1.47 |
| 1.13 |
| Investment property | 0% | 41 | 41 | 41 | 42 | 43 | 43 |
| Non-current investments | 11.4% | 636 | 571 | 585 | 399 | 305 | 189 |
| Loans, non-current | -56.2% | 8.88 | 19 | 5 | 2.1 | 25 | 10 |
| Total non-current financial assets | 8.8% | 653 | 600 | 613 | 423 | 356 | 226 |
| Total non-current assets | 2.2% | 2,025 | 1,982 | 2,000 | 1,830 | 1,776 | 1,772 |
| Total assets | 5% | 3,552 | 3,384 | 3,394 | 2,847 | 2,914 | 2,751 |
| Total non-current financial liabilities | 0% | 11 | 11 | 14 | 14 | 12 | 12 |
| Provisions, non-current | 30.8% | 18 | 14 | 14 | 10 | 26 | 22 |
| Total non-current liabilities | 11.1% | 41 | 37 | 42 | 39 | 53 | 50 |
| Borrowings, current | -11.3% | 0.21 | 0.29 | 7.56 | 7.39 | 12 | 11 |
| Total current financial liabilities | -25.4% | 294 | 394 | 465 | 330 | 424 | 361 |
| Provisions, current | -3.8% | 52 | 54 | 57 | 57 | 47 | 44 |
| Current tax liabilities | -126.5% | 0.7 | 2.13 | 19 | 11 | 18 | 13 |
| Total current liabilities | -21.3% | 377 | 479 | 579 | 424 | 516 | 438 |
| Total liabilities | -19.2% | 418 | 517 | 621 | 464 | 568 | 488 |
| Equity share capital | 0% | 44 | 44 | 44 | 44 | 44 | 44 |
| Total equity | 9.3% | 3,134 | 2,867 | 2,774 | 2,383 | 2,346 | 2,264 |
| Total equity and liabilities | 5% | 3,552 | 3,384 | 3,394 | 2,847 | 2,914 | 2,751 |
| 18.4% |
| 1,031 |
| 871 |
| 839 |
| 726 |
| - |
| - |
| Income taxes paid (refund) | 28.5% | 168 | 131 | 108 | 130 | - | - |
| Net Cashflows From Operating Activities | 16.8% | 864 | 740 | 731 | 596 | - | - |
| Cash payment for investment in partnership firm or association of persons or LLP | - | 0 | 0 | 16 | 0 | - | - |
| Proceeds from sales of PPE | -98.3% | 1.07 | 5.04 | 10 | 3.33 | - | - |
| Purchase of property, plant and equipment | 33.3% | 41 | 31 | 32 | 0 | - | - |
| Purchase of intangible assets | - | 0 | 0 | 0 | 477 | - | - |
| Dividends received | 481.8% | 65 | 12 | 1.27 | 0 | - | - |
| Interest received | 88.4% | 12 | 6.84 | 5.82 | 24 | - | - |
| Other inflows (outflows) of cash | -192.9% | -119.1 | -40 | -4.19 | 263 | - | - |
| Net Cashflows From Investing Activities | -141% | -464.78 | -192.28 | -105.59 | -187.9 | - | - |
| Payments to acquire or redeem entity's shares | -100.4% | 0 | 229 | 0.99 | 0 | - | - |
| Proceeds from borrowings | -47.1% | 10 | 18 | 229 | 50 | - | - |
| Repayments of borrowings | -63% | 11 | 28 | 431 | 80 | - | - |
| Payments of lease liabilities | 7.3% | 9.41 | 8.84 | 0 | 5.53 | - | - |
| Dividends paid | 0% | 349 | 349 | 353 | 0 | - | - |
| Interest paid | -1.8% | 2.12 | 2.14 | 2.95 | 2.93 | - | - |
| Other inflows (outflows) of cash | -113.5% | -6.01 | 53 | -53.47 | -359.64 | - | - |
| Net Cashflows from Financing Activities | 32.6% | -367.88 | -546.12 | -612.17 | -398.07 | - | - |
| Net change in cash and cash eq. | 7592.3% | 31 | 1.39 | 13 | 9.88 | - | - |