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Within the next 3 to 5 years, Emami's investment portfolio will display greater focus: Harsha V Agarwal, MD

In acquisitions, we don't let size or magnitude constrain us. If we perceive potential, we take action. Whether it's big or small, what truly matters is strategic alignment, according to Harsha V Agarwal, vice chairman and managing director, Emami.

In a forecast, Harsha V Agarwal, Emami's MD, suggests that the company's acquisitions portfolio...
In a forecast, Harsha V Agarwal, Emami's MD, suggests that the company's acquisitions portfolio will become more focused, emphasizing that size and scale do not restrict their acquisition decisions, but rather strategic alignment is key.

Within the next 3 to 5 years, Emami's investment portfolio will display greater focus: Harsha V Agarwal, MD

Emami Positions Itself as a "Future-Ready" Consumer Company

Emami, a debt-free, cash-rich, and agile company, is repositioning itself as a consumer company ready for the future. The strategic move is aimed at creating new engines of growth in health foods, nutrition, pet care, and aloe-vera juices.

According to Harsha V Agarwal, Vice Chairman and Managing Director of Emami, the company's portfolio will be sharper and future-proof in the next three to five years. This strategic shift is a deliberate move by Emami to stay ahead in the competitive market. Speed, relevance, and adaptability are key to success, as recognised by large players.

The company plans a science-backed approach for its healthcare and nutrition push, with a focus on nutraceuticals with clinical validation. Emami is navigating regulatory steps to enable broader international expansion of these offerings.

In the premium urban segments, Emami intends to scale up with clean-label, eco-conscious products, while retaining distribution and affordable formats for rural and value consumers. The company is leveraging D2C and strategic subsidiaries, such as The Man Company, Brillare, and its Zanducare platform, as part of the new growth mix. These strategic channels and subsidiaries contribute meaningfully to the company's topline growth.

Emami is also driving innovation and scale through Zanducare, its D2C platform in the healthcare business. Zanducare has launched over 100 products tailored to online health-conscious consumers and is building a strong brand moat in the personalised wellness landscape.

The company is ambitious on the top line but equally aggressive on efficiency. Every saved rupee is reinvested into brands, innovation, and scale without compromising on profitability. Emami's growth engine is provided scale and resilience by its core portfolio and these verticals.

In terms of acquisitions, Agarwal stated that size or scale is not a limiting factor for Emami. The price is the only filter for acquisitions, and the company acts on potential, regardless of size, as long as there is a strategic fit. Emami has invested in new-age startups like The Man Company and Brillare, which now contribute more than 5% to its topline.

Quick commerce platforms are transforming access and convenience, leading to a rethinking of traditional general trade and modern trade strategies. Nearly 45% of Emami's revenues come from high-growth and strategically important areas, including modern trade, e-commerce, institutional channels, strategic subsidiaries, and advancing international business. These areas are positioned as the company’s current growth engines.

Emami is expanding its business into health foods, nutrition, pet care, and aloe-vera-based fruit juices, indicating a focus on high-growth strategic areas that will drive growth going forward. The company is ready to invest if an opportunity aligns with its long-term vision.

  1. Emami, with its vision centered on future-readiness, is strategically positioning its business by creating new growth engines in sectors like health foods, nutrition, pet care, and aloe-vera juices.
  2. The company is leveraging its investments in new-age startups, such as The Man Company and Brillare, as part of its growth mix, aiming to drive both topline growth and strategic fit.
  3. In terms of acquisitions, Emami is ready to invest if an opportunity aligns with its long-term vision, focusing primarily on potential and strategic fit, rather than size or scale.
  4. As quick commerce platforms revolutionize access and convenience, Emami is rethinking traditional trade strategies, with nearly 45% of its revenues coming from high-growth areas, such as modern trade, e-commerce, institutional channels, strategic subsidiaries, and international business, positioning these as its current growth engines.

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