Emami slumps 35% to ₹399 near 52-week low as summer portfolio drags FY26 revenue
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.
Emami stock down 35% to ₹399 near 52-week low after FY26 revenue dipped 0.8% and EBITDA fell 10%, hit by weak summer categories; ex-summer portfolio, Kesh King revival, and D2C brands like The Man Company show recovery.
Why this matters
Continues Emami's downtrend after Q4 PAT slipped 11.7% to ₹143 cr on weak summer and West Asia drag, and Jefferies cut its target to ₹620 citing soft Q4 print.
Retail-company signals steady at 1,449 over the last 90 days.