Dabur India Limited has informed the Exchange about Transcript
DABUR · price
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Dabur India reported Q4 FY26 consolidated revenue growth of 7.3% YoY, with domestic FMCG growing 9.5% driven by 6% volume growth. The HPC portfolio delivered strong double-digit growth of 17%, led by Hair Oils (+28%), Shampoos (+20%), and Home Care (+24%). Operating profit grew 8.2% and PAT grew 15%. Management flagged rising inflation (~10% due to Middle East geopolitical tensions) and announced 4% price increases to mitigate margin pressure. FY27 revenue guidance was revised upward to high single to low double-digit growth. Quick commerce channel is surging at 50% growth with 75% salience in e-commerce. International business remains muted at 2.5% due to Middle East disruptions but rupee depreciation provides some translation benefit.
Dabur's strong Q4 performance with broad-based category growth and market share gains signals solid execution. The revised upward guidance and management's commitment to margin protection through pricing actions suggest confidence in sustaining profitability despite input cost headwinds. Near-term stock may react positively to the earnings beat and improved FY27 outlook.