Q2 2025 Emami Ltd Earnings Call Transcript
Key Points
- Emami Ltd (BOM:531162) reported a 3% growth in consolidated revenues for Q2, with a 6% growth for the first half of FY25.
- The domestic business saw a 3% growth in Q2, driven by double-digit gains in key brands like Navratna and DMI, which grew by 10%, and the healthcare range, which grew by 11%.
- International business showed resilience with a 12% sales growth excluding Bangladesh, and a 6% overall growth in constant currency terms.
- Gross margin expanded by 60 basis points to 70.7% in Q2, with EBITDA growing by 7% and profit before tax rising by 13%.
- The company declared an interim dividend of 400%, amounting to INR 4 per share for FY24, reflecting strong financial performance and shareholder returns.
- High food inflation and political unrest in key markets like Bangladesh posed challenges, impacting consumer demand.
- The male grooming and Case King brands experienced declines of 13% and 9% respectively, indicating struggles in these segments.
- The acquisition of Helias led to a one-time decline in revenues due to management transition, affecting overall performance.
- Despite efforts, the pain management range only grew by 5%, and Boroplus by 2%, showing slower growth in these categories.
- The company faced challenges in the rural market, with inflation impacting mass consumer segments, and the need for strategic interventions to drive growth.
Ladies and gentlemen, good day. And welcome to Iam Limited Q2 FY25 earnings conference call hosted by IIL Securities Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Percy Panthaki from IIFL Securities. Thank you and over to you, sir.
Hi, good evening everyone. We are pleased to host the quarterly con call for Iam Limited on the call with me. I have Mr Mohan Goenka whole time director and Vice Chairman Mr Vivek B CEO International Business. Mr Gul Raj Bhatia, President Health Care, Mr Mani Gupta, President Sales and Mr Rajesh Sharma, President Finance and IR. I'd now like to hand over the call to the management for their initial comments and then we will open up for Q&A.
Thank you. Thank you, proceed. Good afternoon. Ladies and gentlemen. Thank you for joining us today for our earning call for the second quarter and half year ended 30th September 2024 at the macro
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