Cantabil Retail expanded its physical footprint to 662 outlets after opening four new showrooms, extending its value-apparel network as peers consolidate. The update came alongside broader retail moves including VIP's Travel VIP launch and Emami's IncNut stake hike to 59.69%.

NDTV Profit · 6/2/2026, 1:38:06 AM

Dabur, Britannia, Tata Consumer and Emami are relocating production and sourcing from UAE to India, Egypt and Turkey, accepting margin pressure to insulate exports from Iran conflict fallout. Emami's international arm fell 5% in Q4 with 50% of West Asia SKUs UAE-made; Mundra emerges as alternate export hub.

ET Retail · 6/1/2026, 5:22:05 AM

Indian FMCG majors are relocating manufacturing and diversifying sourcing after the Iran conflict and Hormuz blockade hit West Asia exports. Emami now makes 50% locally in West Asia; Dabur saw 5% YoY Q4 international decline before April's 2% rebound. Europe sourcing shifts 30%, India exports 20%.

ET Small Business · 6/1/2026, 12:34:17 AM

Weak summer categories pulled FY26 revenue down 0.8% and EBITDA 10%, with Navratna/Dermicool off 15% and talcum down 40% in Q4. Recovery levers: Kesh King +14%, 7 Oils +34%, and D2C brands The Man Company/Brillare +20% FY26. Net cash ₹720 cr, P/E 22.6x TTM.

The Hindu BusinessLine · 5/30/2026, 4:52:33 PM

Delhi High Court ruled Dabur's Cool King Thanda Tael trade dress deceptively similar to Emami's Navratna Ayurvedic Oil, which commands 66% of India's cooling oil market since 1989. Injunction stands, forcing Dabur to pull packaging in a category Emami dominates.

CNBC-TV18 · Companies · 5/23/2026, 10:59:37 AM

Emami's Q4FY26 missed across the board: net profit fell 11.7% to Rs 143 cr, revenue dipped 3.9% to Rs 925 cr, and EBITDA margin contracted 260 bps to 20.2%. Jefferies retained 'Buy' but trimmed the target to Rs 620 from Rs 650, citing flat 5-year EBITDA and seasonal demand misses. FY27-28 EPS estimates cut 6-8%.

NDTV Profit · 5/22/2026, 5:10:30 AM

May 22, 2026 brings a heavy slate of Q4 results spanning India's consumer and retail complex — ITC, Colgate, Emami in FMCG; Eicher Motors and TTK Prestige in discretionary; Indigo Paints, Greenlam, Century Ply in home; Electronics Mart, Gokaldas, Motisons, Yatra and hospitality names rounding out a read on demand.

The Hindu BusinessLine · 5/22/2026, 3:34:21 AM

Emami's Q4FY26 net profit fell 11.7% YoY to ₹143.17 crore on a 3.9% revenue decline, hurt by a soft summer season and West Asia disruptions. Gross margin expanded 250 bps to 68.4%, non-summer domestic business grew 11%, and A&P spend rose 12%. Board declared a ₹10/share interim dividend totalling ₹436.5 crore.

The Hindu BusinessLine · 5/21/2026, 3:29:55 PM

Emami's Q4FY26 net profit fell 11.72% to ₹143.17 cr on weak summer demand and West Asia shipment disruptions cutting international sales 5%. Non-summer domestic portfolio grew 11%. FY26 PAT closed at ₹775.26 cr on revenue of ₹3,779.51 cr; board declared ₹10/share dividend (₹436.5 cr payout). Management guides Q1FY27 momentum recovery.

Outlook Business · 5/21/2026, 12:14:22 PM

Q4FY26 revenue slipped to ₹925 cr on a weak summer and West Asia disruption, but domestic ex-summer rose 11% and gross margin expanded 250bps to 68.4%. EBITDA landed at ₹187 cr, PAT ₹143 cr, with A&P spend up 12% as Emami leans into its desi brand stack.

ET Retail · 5/21/2026, 10:29:31 AM

Indian FMCG revenue is set to expand 8-10% to Rs 6.6 lakh crore in FY26, driven by 6-7% price-led realisation gains, while volumes crawl at 2-3%. Crude-linked input inflation will compress EBITDA margins by 150-200 bps to 17-18%, hitting soaps, detergents and personal care hardest.

ET Small Business · 5/21/2026, 9:51:24 AM

Heatwave miss and Middle East disruption pulled Q4FY26 revenue down 4% to ₹925 cr, but non-summer domestic lines grew 11% and gross margin expanded 250bps to 68.4%. EBITDA at ₹187 cr, PAT ₹143 cr; A&P up 12% as Emami leans into recovery from Q1FY27.

ET Small Business · 5/21/2026, 9:38:33 AM

Emami's Q4 FY26 consolidated net profit slipped 11.7% YoY to Rs 143 cr on revenue of Rs 925 cr, down 3.9%. EBITDA dropped 14.9% to Rs 187 cr, with margin contracting 260 bps to 20.2% — signaling broad-based pressure across the FMCG major's personal care portfolio.

NDTV Profit · 5/21/2026, 9:28:07 AM

Kotak data shows q-comm now drives 75% of Dabur's and 70% of Britannia's online sales, with premium and impulse categories disproportionately benefiting. Nestle clocks 60% online via q-comm; Emami trails at 2% of total. The channel has doubled FY25 contribution in a single year.

ET Retail · 5/21/2026, 4:06:48 AM

Stocks-to-watch wrap flags divergent Q4 reads across Indian retail and consumer names. Metro Brands revenue +20.3% with PAT +23.1%; Medplus +23.5%; Jubilant FoodWorks +6.4%. Whirlpool revenue grew 7.4% but PAT slumped 39.9%. Nykaa, ITC, Emami, Honasa, Bikaji, Page and Juniper Hotels among names on watch.

NDTV Profit · 5/21/2026, 2:19:10 AM

Domino's India operator posts mixed Q4FY26: revenue up 6.4% to Rs 1,679.7 cr but margins squeezed as net profit drops to Rs 42.6 cr. Results land on a heavy retail earnings day with ITC, Nykaa, Honasa, Bikaji and Emami also reporting; Whirlpool India PAT slumps 32.7%.

Business Today · Latest · 5/21/2026, 2:07:12 AM

Q-comm now drives 75% of Dabur's and 70% of Britannia's online sales, per Kotak. Premium and impulse SKUs fuel the surge, with Nestle at 60% online via q-comm. Emami trails at 2% of total sales as the channel reshapes FMCG distribution economics.

ET Small Business · 5/20/2026, 7:08:09 PM

Retail-heavy docket lands May 21 with ITC, Nykaa, Honasa, Emami, Page Industries, Bikaji, LG India and WeWork India reporting. Focus shifts to margin trajectory and demand commentary after Bikaji's Q3 PAT jumped 122% while LG India PAT fell 61% on a 6.4% revenue decline.

NDTV Profit · 5/20/2026, 12:08:34 PM

Emami buys AloFrut maker Axiom Ayurveda to crack the $3.7-6.5B functional beverages space, targeting Rs 400-500 crore revenue in 4-5 years from a Rs 107 crore FY25 base. Ex-Dabur executive Harkirat Bedi installed as Axiom CEO to take on Dabur Real, Tropicana and Paper Boat.

Financial Express · BrandWagon · 5/18/2026, 7:57:22 PM

Abneesh Roy expects steady Q4 FMCG updates with 3-4% pricing growth aiding revenue, but warns input costs and demand destruction remain risks. Retail names may outperform staples on store expansion, while Marico, Tata Consumer, Nestle and Britannia screen as safer picks versus Dabur and Emami.

CNBC-TV18 · Retail · 5/14/2026, 1:19:54 AM

Emami has signed a definitive agreement to acquire a 60% stake in Hyderabad-based IncNut Digital, owner of personalised D2C beauty brands Vedix and SkinKraft, for Rs 321 crore. The balance stake will be picked up in performance-linked tranches over 4.5 years, deepening Emami's D2C play alongside The Man Company and Brillare.

Entrackr · 5/13/2026, 9:29:45 PM

Emami will pay Rs 321 crore cash for a 60% stake in Hyderabad-based IncNut Digital, with the remaining 40% acquired over 4.5 years. IncNut, which runs personalised beauty brands Vedix and SkinKraft, posted FY25 sales of Rs 175 crore. The deal deepens Emami's D2C and personalised BPC play.

ET Retail · 5/13/2026, 8:26:10 PM