Q1 2025 Emami Ltd Earnings Call Transcript
Key Points
- Emami Ltd (BOM:531162) reported a consolidated revenue of INR 906 crores, marking a 10% growth over the previous year.
- The domestic business saw an 8.7% growth in volume terms and a 10% growth in value, driven by the summer portfolio.
- Navratna and Dermicool products grew by 27%, while the healthcare range grew by 11%.
- Modern trade and e-commerce channels performed well, growing by 25% and 29% respectively, contributing 11% to the domestic business.
- International business grew by 11% in constant currency terms and by 10% in INR terms, led by the MENA and SAARC regions.
- The Pain Management Range faced headwinds, declining by 7% due to heatwaves.
- Discretionary consumption was impacted by increasing food prices and muted consumer confidence.
- Kesh King and Male Grooming ranges declined by 15% and 5% respectively.
- Despite the overall growth, the rest of the portfolio excluding the summer products showed almost flattish growth.
- The company faced challenges in the international market, particularly in Bangladesh due to currency depreciation and macro issues.
Ladies and gentlemen, good day, and welcome to Emami Limited Q1 FY '25 Earnings Conference Call hosted by IIFL Securities Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Percy from IIFL Securities Limited. Thank you, and over to you, sir.
Hi. Good evening, everyone. Welcome to this Emami Conference Call for Q1 FY '25. I have on the call with me Mr. Mohan Goenka, Whole-Time Director and Vice Chairman; Mr. Vivek Dhir, CEO, International Business; Mr. Gul Raj Bhatia, President, Healthcare division; Mr. Manish Gupta, President, Sales; and Mr. Rajesh Sharma, President Finance and IR.
I'll hand over the call to Mr. Manish Goenka for his initial comments and then we'll open up for Q&A. Over to you, sir.
Thank you, Percy. A very good afternoon, ladies and gentlemen. Thank you all for joining us today. It's a pleasure to
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