Stockrabit · Analysts
Questions across 1 call

Avnish Rao

Nuvama Wealth Management

Emami Limited

Emami Limited CC-May26.pdf · 2026-05-21
My first question is to Mohan-ji. Sir, you sounded quite confident on FY '27. And if you see Q4 commentary by every FMCG company, paint company, adhesive company, it has been quite positive. So you are in sync with that. My specific question is El Nino gen erally, summer categories do well. So how do you see Q1, Q2 for Navratna Dermicool, taking into account there have been a few days of rains in many parts of the country. But currently, Delhi is at 45-degree temperature and most parts of North and East India are at very high temperature. Wha t will be your realistic growth outlook in this part of the business? Second bit on legacy business is BoroPlus had a tough Q4, minus 8% and tough FY '26, 2%. Generally, in El Nino year, which is FY '27, winter can be weak. So given this unfavorable scenario, how do you see BoroPlus growth in FY '27?
Understood. My second question is to Dhruv. I wanted to understand what made him join Emami, I'm sure you would have a good reason. So I just want to understand that. Second is, when I see...