Emami Limited, a Kolkata-based FMCG company, is optimistic about a strong recovery in the latter half of FY26, supported by favorable winter conditions and improved trade sentiment. The company faced a 10% year-on-year decline in consolidated revenue for Q2, totaling ₹799 crore, primarily due to temporary disruptions from recent GST rate reductions. The GST cut, which lowered rates from 12% or 18% to 5% for key FMCG categories, is expected to benefit 88% of Emami's domestic portfolio. Emami has committed to passing these benefits to consumers as part of its affordability-first strategy. The company's leadership expressed confidence in a rebound, citing October as a turning point with improved stock loading and trade normalization. Additionally, Emami is focusing on innovation, relaunching products and expanding its grooming line, while its international business has shown growth despite global challenges.