Emami Limited's promoter entities have reported significant share pledge and release activities during February 2026, as disclosed under SEBI regulations. The transactions involve multiple pledge creations and releases with financial institutions, reflecting ongoing financing arrangements by the promoter group.

Share Pledge and Release Activities

Diwakar Finvest Private Limited executed three separate transactions with Bajaj Finance Limited during February 2026. The company's pledge activities demonstrate active management of its shareholding for financing purposes.

Transaction Timeline and Details

The pledge and release activities occurred across multiple dates in February 2026, involving two different lenders and varying transaction amounts.

Diwakar Finvest Transactions with Bajaj Finance Limited

Suraj Finvest Transaction

Suraj Finvest Pvt Ltd pledged 2,50,000 shares (0.06%) with IDBI Trusteeship Services Limited as trustee and DBS Bank Limited as lender on February 16, 2026. This transaction increased their total pledged shares to 56,11,992 shares, representing 1.29% of Emami Limited's total share capital.

Regulatory Compliance

The disclosures were made under Regulation 31(1) & (2) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. All transactions were properly documented and reported to the National Stock Exchange of India Limited and BSE Limited on February 16, 2026.

Current Shareholding Position

Following these transactions, Diwakar Finvest Private Limited maintains its substantial holding of 9,87,94,786 shares, representing 22.63% of Emami Limited's total share capital. The company's pledged portion now stands at 2,31,23,014 shares (5.30%) with Bajaj Finance Limited. Suraj Finvest continues to hold 10,56,30,326 shares (24.20%) with 56,11,992 shares (1.29%) under pledge arrangements.

Emami Limited presented its comprehensive investor presentation for the Nuvama India Conference 2026 and IIFL's 17th Enterprising India Global Investors' Conference, showcasing strong operational performance and strategic growth initiatives across its diversified portfolio.

Strong FY25 Performance Despite Market Challenges

The company delivered resilient performance in FY25 despite facing higher inflation and subdued rural demand. Emami demonstrated strong cost discipline and agile execution while gaining market share across key categories.

Key brands delivered exceptional growth with Navratna and Dermicool growing by 18%, BoroPlus expanding by 14%, and Zandu Healthcare achieving 12% growth. The company's margin expansion was driven by cost optimization and premiumization strategies, with gross margins improving by 100 basis points and EBIDTA margins expanding by 40 basis points.

Strategic Portfolio Transformation

Emami's core brands have successfully diversified from niche segments into mainstream categories. The company's new age and mainstream portfolio share increased significantly from 7% in FY20 to 20% in FY25 for domestic business.

The company has undertaken significant brand rejuvenations, including relaunching Kesh King as Kesh King Gold with new formulation and positioning, and rebranding Fair & Handsome to Smart & Handsome to expand into the grooming universe worth ₹6,700 crore.

Digital and D2C Growth Momentum

Emami's D2C brands revenue nearly doubled in FY25 compared to FY23, with gross margins improving dramatically from 47.2% in FY23 to 60.2% in FY25. The company's digital transformation includes strategic investments in startups and expansion of organized channel presence.

ZanduCare, the company's digital healthcare ecosystem, has shown impressive growth with approximately 100 digital-first products launched and 3.2x sales growth from FY21 to FY25. The platform has served over 21 lakh cumulative orders and achieved cumulative GMV of approximately ₹120 crore.

International Business Resilience

Despite geopolitical challenges, Emami's international business maintained steady performance with 11% five-year CAGR. The business accounts for 17% of total revenue in FY25, up from 15% in FY20. The company has strategically localized operations with 80% production and sourcing now outside India and 85% of international workforce locally hired.

Strong Q3FY26 Recovery

After facing challenges in H1FY26 due to weak summers, unseasonal rains, and GST transition impacts, Emami delivered strong 11% growth in Q3FY26. The quarter showed robust performance across the portfolio with strong growth in key brands including BoroPlus, Zandu, Mentho Plus Balm, Kesh King Gold, Navratna, Dermicool, Smart and Handsome, and The Man Company.

Financial Strength and Capital Allocation

Emami maintains strong financial health with disciplined capital deployment. From FY21 to 9MFY26, the company distributed ₹2,024 crore in cumulative dividends, conducted ₹663 crore in cumulative buybacks, and invested approximately ₹985 crore in cumulative acquisitions and strategic investments. The company holds over ₹1,000 crore in net cash as of 31st December 2025, reinforcing its ability to fund growth while rewarding shareholders.