Dabur flags input cost pressure and sets FY28 portfolio target

Management guided margin pressureMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

DABUR · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-1.5%Reaction day

₹386.10

prior close

₹383.00

announcement price

After-mkt

timing

Nifty Midcap 150marketpendingvs market: pending

Personal Care peers, median of 14sector-1.4%-0.1% vs sector

On the reaction day the stock moved 0.1 pts less than its Personal Care peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.4

10m

-1.8

15m

-1.5

30m

-0.9

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-1.5pendingpending-1.4-0.1

Next day

—————

15d

—————

UpDownMarket · Nifty Midcap 150Sector · Personal Care peers, median of 14Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

At its November 5, 2026 analyst meet, Dabur reported Q2 FY27 revenue of INR 2,433 crore, up 8.9%, and profit after tax of INR 388 crore, up 11.2%. India FMCG revenue rose 10.7% to INR 1,563 crore. Management said elevated crude oil and input inflation could pressure gross margins. Vision VII targets premium products at 23% of the portfolio by FY28, 1.5 times cost savings and selective acquisitions.

Likely market impact

Input cost inflation may weigh on near-term margins, while premiumisation, cost savings and stronger distribution could support medium-term growth.