2025-10-15 03:26:04 pm | Source: Motilal Oswal Financial Services Ltd
Buy Emami Ltd For Target Rs. 725 by Motilal Oswal Financial Services Ltd
* 2Q demand was hit by the extended monsoon. Revenue to fall 10%, led by a 13% domestic volume decline.
* Summer portfolio (talcum powder and cooling hair oil) are significantly impacted by poor summer and continued monsoon, in addition to a strong base.
* GM is expected to contract by 70bp YoY. EBITDA is likely to decline 670bp YoY on negative operating leverage.
* The company is focusing on LUPs targeting middle-income consumers, which contribute ~20% of its revenue.
* Performance of D2C brands like The Man Company and Brillare will be a key monitorable.
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