Homegrown FMCG firm Emami Ltd on Thursday reported an 11.72 per cent decline in consolidated profit after tax at Rs 143.17 crore in the fourth quarter ended March 31, 2026, impacted by unfavourable seasonal conditions affecting the summer portfolio, along with geopolitical disruptions in West Asia. The company had posted a consolidated profit after tax (PAT) of Rs 162.17 crore in the corresponding quarter of the previous fiscal, Emami Ltd said in a regulatory filing. Consolidated revenue from operations in the fourth quarter stood at Rs 925.1 crore as compared to Rs 963.05 crore in the year-ago period, it added. Total expenses in the quarter under review were at Rs 738.4 crore as against Rs 743.61 crore in the same period a year ago, the company said. International business declined by 5 per cent during the quarter, primarily on account of the West Asia conflict, which impacted shipping routes through the Strait of Hormuz, disrupted supply chains and increased freight costs, it ...
Thus far in the month of April, the FMCG index has surged 11.73 per cent, as against a 7.4 per cent gain in the benchmark index
Easing geopolitical tensions and softening input costs are lifting overall sentiment in the consumer goods space, said analyst at Mirae Asset Sharekhan.
Stocks to Watch today, April 6: Bank stocks, SAIL, Vedanta, Tata Motors PV, Sobha, Emami, and RVNL are among the top stocks to watch today
Emami will acquire full control of Axiom Ayurveda in a phased deal exceeding Rs 300 crore, strengthening its presence in health, wellness and the fast-growing beverage segment
As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.
Emami reported a 14.5 per cent year-on-year (Y-o-Y) increase in consolidated net profit to ₹319.48 crore for the October-December quarter
FMCG firm reports strong volume-led growth and margin expansion in December quarter, declares second interim dividend
Thus far in the calendar year 2026, the BSE FMCG index has underperformed the market by falling 7 per cent, as against 4.8 per cent decline in the BSE Sensex.
In the latest note on the consumer goods sector, Emkay analysts Nitin Gupta and Mohit Dodeja estimated revenue growth of around 6% Y-o-Y & Ebitda growth of about 7% for listed FMCG players in Q3.
Domestic brokerage Nuvama Institutional Equities expects the FMCG major Emami to witness a double-digit revenue growth in H2FY26