At 42nd AGM, Emami Bets on Brand Momentum for Next Growth Phase

FMCG major Emami Limited marked its 42nd Annual General Meeting with a strong message of transformation and resilience, as Chairman R.S. Goenka unveiled a fresh corporate identity, bold brand repositionings, and a sharpened focus on premium, digital, and international growth.

Emami introduced a new brand identity, replacing its iconic ellipse with a dynamic sphere housing a stylized ‘e’, signaling its global ambitions and innovation-first philosophy. “This is more than a new look—it is our promise to carry our pioneering spirit into the next chapter,” Goenka said.

Strong Financial Performance

The company reported FY25 revenues of INR 3,809 crore, up 6% YoY, with EBITDA rising 8% to INR 1,025 crore and PAT up 11% to INR 806 crore. Gross margins expanded 100 bps to 68.6%. Shareholders received INR 436.5 crore in dividends, a 54% payout on reported PAT.

Core Brand Momentum

Despite a tough macroeconomic backdrop, Emami’s flagship brands delivered double-digit growth:

• Navratna & Dermicool: up 18%
• BoroPlus: up 14% (helped by extensions like lotions and soft creams)
• Zandu Healthcare: up 12%

Goenka emphasized that Emami’s portfolio strategy continues to balance seasonal products with year-round relevance, ensuring long-term resilience.

• Fair and Handsome → Smart and Handsome: repositioned as a holistic male grooming brand, expanding its addressable market from INR 750 crore to INR 6,700 crore.
• Kesh King: undergoing a strategic overhaul with BCG to optimize pricing, channel mix, and media planning for stronger growth.

Emami’s international business maintained a 5-year CAGR of 11%, with 80% of global production localised and 85% of its workforce drawn from local markets. The company plans accelerated entry into new regions and region-specific innovations.

Digital remains a core growth engine, led by the Zanducare D2C platform, which launched 25 new products in FY25 and achieved 59% YoY growth, with 80% sales from digital-first SKUs. Organised channel contribution surged from 12% in FY20 to 28% in FY25.

Meanwhile, investments in new-age brands are paying off. The Man Company and Brillare now contribute over 5% to topline, having scaled 4x since FY21.

Emami reaffirmed its sustainability agenda; plastic neutral since FY24, with energy consumption down 12%, water usage down 25%, and 19% of energy needs met through renewables. CSR outreach touched 6.8 lakh individuals in FY25.

Looking ahead, Goenka expressed optimism on rural demand recovery, easing inflation, and a favourable monsoon. “We are building a future-ready consumer business, leading across categories, channels, and geographies,” he said.