Brands
Emami on a high note as profits glow and dividends sweeten the deal
MUMBAI: When the numbers shine, the balance sheet smiles. Emami Limited closed the December 2025 quarter on a confident footing, posting a sharp jump in profits and reaffirming its shareholder-friendly stance with a generous interim dividend. The FMCG major reported a consolidated profit after tax of Rs 31,948 crore for the quarter ended 31 December 2025, up from Rs 27,898 crore in the same period last year.
Revenue from operations for the quarter stood at Rs 1,15,181 crore, compared with Rs 1,04,948 crore a year ago, reflecting steady demand across its portfolio despite a competitive and cost-sensitive market environment. Total income rose to Rs 1,17,078 crore, aided by other income of Rs 1,897 crore.
On the cost side, Emami managed expenses with a careful hand. Total expenses for the quarter came in at Rs 76,761 crore, with advertising and sales promotion spend at Rs 15,639 crore, underscoring continued investment in brand visibility. Employee benefits expense stood at Rs 12,122 crore, while overall cost discipline helped protect margins.
Profit before tax for the quarter rose to Rs 34,505 crore, even after accounting for an exceptional item of Rs 1,015 crore. Tax expenses were contained at Rs 2,557 crore, resulting in a healthy bottom line and earnings per share of Rs 7.32, unchanged on a diluted basis.
For the nine months ended 31 December 2025, Emami reported revenue from operations of Rs 2,85,441 crore, broadly in line with Rs 2,84,614 crore recorded in the corresponding period last year. Profit after tax for the nine-month period stood at Rs 63,209 crore, reflecting stable performance across quarters despite cost pressures.
The company also announced a second interim dividend of Rs 6 per equity share of Re 1 each, translating to a payout of 600 per cent. The record date for the dividend has been set as 10 February 2026, with payment scheduled on or before 6 March 2026.
With steady operating performance, disciplined spending and continued cash returns to shareholders, Emami’s latest results signal a business that is balancing growth ambitions with financial prudence and keeping investors comfortably in the green.
Brands
Godrej clarifies ‘GI’ identifier after logo similarity debate
Says GI is not a logo, will not replace Godrej signature across products.
MUMBAI: In a branding storm where shapes did the talking, Godrej is now spelling things out. Godrej Industries Group (GIG) has issued a clarification on its newly introduced ‘GI’ identifier, addressing questions around its purpose and design following a wave of online criticism. At the centre of the debate were two concerns: whether the new mark replaces the long-standing Godrej logo, and whether its geometric design mirrors other corporate identities.
The company has drawn a clear line. The Godrej signature logo, it said, remains unchanged and continues to be the sole logo across all consumer-facing products and services. The ‘GI’ mark, by contrast, is not a logo but a corporate group identifier intended for use alongside the Godrej signature or company name, and aimed at stakeholders such as investors, media and talent rather than consumers.
The need for such a distinction stems from the 2024 restructuring of the broader Godrej Group into two separate business entities. With both continuing to operate under the same Godrej name and signature, the identifier is positioned as a way to differentiate the Godrej Industries Group at a corporate level.
The rollout, however, triggered a broader conversation on design originality. Critics pointed to similarities between the GI mark’s geometric composition and logos used by companies globally, raising questions about distinctiveness.
Responding to this, GIG said its intellectual property and legal review found that such overlaps are common in minimalist, geometry-led design systems. Basic forms such as circles and rectangles appear across dozens of brand identities worldwide, the company noted.
It added that the identifier emerged from an extensive design process and was chosen for its simplicity, allowing it to sit alongside the Godrej signature without competing visually. While acknowledging that elemental shapes may appear less distinctive in isolation, the group emphasised that the mark is part of a broader identity system that includes a custom typeface, sonic branding and other proprietary elements.
Following legal and ethical assessments, the company said it found no impediment to using the identifier, reiterating that the GI mark is a corporate tool not a consumer-facing symbol.
In short, the logo isn’t changing but the conversation around it certainly has.
