Emami expects 25 pc of turnover from new-age brands by FY30: Vice Chairman & MD

New Delhi, Jul 30 (PTI) Home-grown FMCG major Emami expects its strategic investments and new-age consumer brands portfolio to emerge as a key growth driver, increasing their contribution to consolidated turnover to around 25 per cent by FY30, the company said in its latest annual report.

Addressing the shareholders, Vice Chairman and Managing Director Harsha V Agarwal said Emami is entering its next phase of growth backed by consistent profitability, strong cash generation and a debt-free balance sheet.

Its growth strategy rests on premiumising its core legacy brands, building digital as a core capability, and constructing new-generation growth engines through inorganic expansion.

The company has recently invested into Axiom, which marks its entry

into health and wellness beverages, and a majority stake in IncNut, which brought personalisation-led brands Vedix and SkinKraft into the fold, both concluded in the early months of FY27.

Agarwal said these are not opportunistic bets but follow a defined roadmap, with a forward “inorganic focus centred on Gen Z consumption patterns” that offer structurally higher growth than the FMCG category average.

“Strategic investments currently contribute around 6 per cent of our consolidated turnover, and we expect this to scale roughly seven-fold to approximately 25 per cent by FY30,” said Agarwal addressing the shareholders.

Now E-commerce contributes roughly 14 per cent of domestic revenue, quick commerce sales tripled during the year, and digital media crossed 50 per cent of total media spend in FY26, he said, adding that the company is also scaling an AI-native platform and pursuing enterprise-wide automation.

The combined share of Emami’s new-age and mainstream portfolio has scaled to 21 per cent of its domestic business, up from 7 per cent in FY20, while the non-seasonal portfolio now contributes 56 per cent of the domestic business, up from 50 per cent in FY20, according to the letter to shareholders.

The share of new-age and organised channels in the domestic business has tripled since FY20, from 11 per cent to 32 per cent, it stated.

Revenue of Emami, which owns power brands BoroPlus, Zandu, Kesh King, Fair and Handsome — was at Rs 3,779.5 crore in FY26.

Agarwal said FY26 was not an easy year as weak summer softened seasonal demand, the transition to the new GST regime disrupted trade in the short term, and the West Asia crisis kept commodity prices and consumer sentiment under pressure. “None of these headwinds was trivial,” he said.

Agarwal said it remains optimistic about growth prospects in India, citing a recovery in rural demand driven by a favourable monsoon, improving farm output and rising affordability.

“As rural purchasing power recovers and GST rationalisation widens access to organised categories, we are structurally positioned to capture a disproportionate share of that recovery,” he said. PTI KRH DRR