H2 FY26 high single-digit to double-digit revenue growth
Management expects Q3 revenue growth of high single-digit to double-digit, driven by winter loading recovery and GST normalization.
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Emami · forward-looking guidance across the available source record.
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What management said would happen.
revenue
Q3 EBITDA and PAT margin expansion
Management guided for margin expansion in Q3, with EBITDA and PAT margins improving from Q2 levels due to operating leverage.
Strategic investments to grow strong double-digit in H2
Strategic investments portfolio expected to grow at a higher rate in H2 than H1, with strong double-digit growth.
FY27 revenue growth expected to be significantly better than FY26
Management expects FY27 to benefit from lower summer base and full-year GST tailwinds, leading to stronger growth.
Target double-digit revenue growth
Management expects to achieve double-digit revenue growth going forward, driven by rural recovery and GST benefits.
Tax rate reduction to ~25% from FY27
Due to union budget amendments, standalone tax rate will reduce to ~25% from 35% for FY27 onwards.
Focus on small SKUs for rural growth
Next year's focus is on shampoo sachets and other small SKUs to drive rural revival and target 8-9% growth.