Dabur India Limited has informed the Exchange about Transcript
DABUR · price
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Dabur India's Q1 FY26 consolidated sales grew 1.7% reported, but 7% excluding the seasonal portfolio (beverages and glucose) which was hit by unseasonal rains. India business grew 4.3% ex-seasonal, while international delivered strong 13.7% constant currency growth led by Turkey (36%), UK (40%), and US (30%). HPC grew 5% with Toothpaste up 7.3% and Home Care up 10%. Volume was down 1% reported but up 3-3.5% ex-seasonal; price increases of 3-4% offset ~7% inflation. Management guided to high single-digit growth for FY26 and double-digit growth in Q2, with operating margins expected to improve meaningfully YoY. The company shared its vision exercise outlining 7 strategic priorities including scaling Hajmola to Rs. 550 crores and Pudin Hara, Health Juices, and Shilajit to Rs. 100 crores each, alongside M&A focus in wellness.
Mixed quarter with seasonal drag masking underlying strength; international business and Oral Care momentum are positives. Management's explicit guidance on operating margin expansion and double-digit Q2 growth could support sentiment, though the reduced disclosures flagged by analysts may limit visibility.