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Emami Limited (EMAMILTD) Fair Value & Analysis

Consumer Defensive · IN · Market cap ₹173B

EL Emami Limited EMAMILTD · NSE
Price₹397.25
Fair Value₹286.46
Upside-27.9%
Quality77/100
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Mixed Growth
Highly profitable · 20.5% net margin
Low debt · generates free cash flow
2.48% dividend yield
Mixed vs. peers (7/14)
Wide moat 79/100
Evidence: High Range ₹185.96 – ₹377.42 Share as image

Fair value as of: Aug 2, 2026

From 26 valuation models · updated 11 days ago

Fair value updated Aug 2, 2026, revised from ₹301.94 to ₹286.46 (−5.1%) since Jun 29, 2026. Share price −7.0% over the past month.

A strong business, but screening 28% overvalued on our models.

What matters now

  • A high-quality business (quality 77/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
  • The price sits above even our optimistic bull case (₹377.42). The favourable scenario is already priced in.
  • A fairly wide model range (₹185.96 to ₹377.42) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹807.61 ₹322.43 Fair Value ₹286.46 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

60‑month range ₹322.43 – ₹807.61 · fair‑value band ₹185.96 – ₹377.42 · the ₹397.25 price screens above the ₹286.46 fair value. Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Emami Limited (EMAMILTD) currently trades at ₹397.25, while our model-based Fair Value estimate is ₹286.46, implying the stock looks roughly 27.9% overvalued today. The Quality Score stands at 77/100 (high quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Emami Limited generated revenue of ₹37.8B at a net margin of 20.5%. Revenue declined 3.9% year over year. It earns a return on equity of 27.6%. The balance sheet holds a net cash position of ₹148M. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹185.96 (bear case) to ₹377.42 (bull case); at ₹397.25, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 36% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -26% fair-value upside, at -28%, EMAMILTD screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹210.78 ₹337.57 ₹538.60 80
Residual Income ₹109.03 ₹133.27 ₹456.02 76
Rev-Margin DCF ₹131.44 ₹196.39 ₹274.67 74
All 26 models by family
DCF Models
FCF DCF ₹208.77 ₹337.80 ₹542.90 38
Owner Earnings ₹249.89 ₹404.84 ₹651.13 31
5Y Revenue Exit ₹131.44 ₹194.84 ₹274.68 39
5Y EBITDA Exit ₹201.43 ₹329.78 ₹482.11 41
5Y P/E Exit ₹239.74 ₹403.63 ₹580.40 38
10Y Revenue Exit ₹154.10 ₹219.98 ₹307.98 36
10Y EBITDA Exit ₹202.13 ₹315.22 ₹470.85 37
10Y P/E Exit ₹226.84 ₹367.34 ₹548.03 35
Earnings-Based
Graham-Dodd ₹120.78 ₹432.08 ₹582.09 54
Lynch FV ₹101.82 ₹145.46 ₹189.10 50
PEG = 1.0 ₹101.82 ₹145.46 ₹189.10 46
EPV ₹158.45 ₹184.19 ₹206.71 59
Dividend Discount
Gordon GGM ₹110.18 ₹229.09 ₹363.43 70
DDM Multi-Stage ₹110.18 ₹193.18 ₹240.44 61
Multiples
P/E Multiple ₹279.74 ₹372.98 ₹466.23 63
P/S Multiple ₹103.90 ₹138.54 ₹173.17 58
P/B Multiple ₹226.45 ₹301.94 ₹377.42 55
EV/EBIT ₹233.73 ₹310.29 ₹386.85 53
EV/EBITDA ₹219.30 ₹291.05 ₹362.80 54
EV/Revenue ₹94.97 ₹133.93 ₹172.89 43
Asset-Based
NCAV (Graham) ₹33.49 ₹44.88 ₹66.99 50
Growth DCF
Growth DCF ₹210.78 ₹337.57 ₹538.60 80
Rev-Margin DCF ₹131.44 ₹196.39 ₹274.67 74
Economic Profit
Residual Income ₹109.03 ₹133.27 ₹456.02 76
ROIC Compounder ₹172.70 ₹220.52 ₹277.78 72
Growth Earnings
Growth-Adj P/E ₹194.85 ₹278.36 ₹361.87 68

Widest divergence: DCF Models (₹329.78) versus Asset-Based (₹44.88). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹37.8B
Revenue growth (YoY) -3.9%
Net margin 20.5%
Return on equity 27.6%
Free cash flow ₹7.6B FY2026
P/E ratio 22.3
More key figures
Operating margin 15.6%
EPS (TTM) ₹17.74
Dividend yield 2.5%
EPS growth (YoY) -11.8%
Net cash ₹148M FY2026

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 77/100

Of which business quality 75 · Market factors (momentum, volatility) 35

Profitability 89
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 73
Earnings quality: real cash, not paper profit
Fin. Strength 83
Balance sheet, leverage, solvency risk
Investment 74
Disciplined investing over empire-building
Low Volatility 88
Calm price path (market factor)
Momentum 18
Price trend over the last 3–12 months (market factor)
52W Momentum 4
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Emami Limited manufactures and markets personal and healthcare products in India and internationally. The company offers antiseptic cream, body lotion, prickly heat powder, petroleum jelly, soaps, aloe vera gel, and all-season cream under the BoroPlus brand; oil and cool talc products under the Navratna brand; and ayurvedic products for pain management, …

Full company description

Emami Limited manufactures and markets personal and healthcare products in India and internationally. The company offers antiseptic cream, body lotion, prickly heat powder, petroleum jelly, soaps, aloe vera gel, and all-season cream under the BoroPlus brand; oil and cool talc products under the Navratna brand; and ayurvedic products for pain management, immunity, digestive health, and bone and joint health, as well as healthcare products comprising hair growth vitalizers, skin elixirs, organic apple cider vinegar, cough syrup, herbal tea, health juices, honey, and herb tablets under the Zandu brand. It also provides oils, conditioners, shampoos, and ayurvedic capsules under the Kesh King brand; brightening creams, and brightening and oil clear face washes for men under the Smart And Handsome brand; balms under the Mentho Plus brand; hair oils under the Emami 7 Oils in One brand; prickly heat powders under the Dermicool brand; moisturising creams and body lotions under the Creme 21 brand; deodorants, eau de toilettes, shampoos, face washes, and shower gels under the HE brand; and body sprays and perfumes, beard and shaving products, body and hair care products, face washes, gift sets, and tools and accessories under The Man Company brand. In addition, the company offers face serums, oil shots, powder face washes, and hair and pure oils under the Brillare brand; hair colors under the Emami Diamond Shine brand; talc under the Emami Golden Beauty brand; herbal fairness cream under the Emami Naturally Fair brand; cold cream under the Emami Malai Kesar Cold Cream brand; and deep moisturizing cream under the Emami Pure Glow brand. Emami Limited was founded in 1974 and is headquartered in Kolkata, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Emami Limited reported revenue of ₹37.8B in FY2026 versus ₹31.9B in FY2022, a compound +4.4%/yr. Reported net income was ₹7.8B in FY2026, compounding −2.0%/yr from FY2022.

Growth Quality 74/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹37.8B
Latest YoY
−0.8%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+5.6%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.0%
Revenue +4.4%/yr
FY22 ₹31.9B
FY23 ₹34.1B
FY24 ₹35.8B
FY25 ₹38.1B
FY26 ₹37.8B
Net income −2.0%/yr
FY22 ₹8.4B
FY23 ₹6.4B
FY24 ₹7.2B
FY25 ₹8.1B
FY26 ₹7.8B
Character of growth · EPS growth decomposed (2015-2026) +8.1 % p.a.
Revenue per share +5.9 pp

of which total revenue +5.5 pp · buybacks/dilution +0.5 pp

EBIT margin +0.7 pp
Tax rate +1.1 pp
Residual (interest, one-offs) +0.4 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

EMAMILTD screens 28% overvalued. Compare with The Procter & Gamble Company →

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Cite: Fair Value Calculator (2026). "Emami Limited Fair Value". https://www.fairvalue-calculator.com/stock/EMAMILTD

Peer Group

Household & Personal Products · 245 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 77 · Top 25%
Fair Value upside −28% · Below median
Return on equity (TTM) 28% · Top 25%
Return on assets 13% · Top 25%
Net margin (TTM) 21% · Top 25%
Operating margin (TTM) 16% · Top 25%
Revenue growth -4% · Below median
Dividend yield (TTM) 2.5% · Below median

Valuation Multiples vs Household & Personal Products median · lower = cheaper

P/E (TTM) 22.3× · Pricier than median
P/B 5.91× · Pricier than 75% of peers
P/S (TTM) 4.58× · Pricier than 75% of peers
P/FCF 0.2× · Cheaper than median
EV/EBITDA 18.1× · Pricier than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 23
FUTURE 0 · sector 4
PAST 100 · sector 25
HEALTH 100 · sector 98
DIVIDEND 50 · sector 52

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Household & Personal Products stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

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Unilever PLC ULN 1,080 MXN 1,273 MXN +18%
Hindustan Unilever Limited HINDUNILVR ₹2,144 ₹1,000 -53%
Essity AB ESSITYA kr 279.00 kr 250.02 -10%
Godrej Consumer Products Limited GODREJCP ₹1,088 ₹367.64 -66%
Marico Limited MARICO ₹846.75 ₹233.05 -72%
APR Co 278470 375,000 KRW 151,222 KRW -60%
Dabur India Limited DABUR ₹429.45 ₹181.60 -58%
Kimberly-Clark de México, S. A. B. de C. V., KIMBERA 38.07 MXN 50.09 MXN +32%
PT Unilever Indonesia Tbk UNVR 1,730 IDR 1,934 IDR +12%

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Frequently asked questions

Is Emami Limited (EMAMILTD) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹286.46 versus a price of ₹397.25, about −28% (overvalued).
What is the fair value of EMAMILTD?
Our model-based fair value for Emami Limited is ₹286.46 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹397.25.
What is the quality score of EMAMILTD?
Emami Limited has a Quality Score of 77/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Emami Limited (EMAMILTD)?
Emami Limited reported trailing-twelve-month revenue of about ₹37.8B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of EMAMILTD?
The net profit margin of Emami Limited is about 20.5%, meaning it keeps roughly 20.5% of revenue as net income. Based on the latest reported figures.
Does Emami Limited pay a dividend?
Emami Limited currently shows a dividend yield of about 2.48% relative to its recent price (as of Aug 2, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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