Dabur India Limited has informed the Exchange about Investor Presentation
DABUR · price
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Dabur India reported Q1 FY26 consolidated revenue of ₹3,404.6 crore, up 1.7% year-on-year, with operating profit growing 2% to ₹667.8 crore and net profit rising 2.8% to ₹513.9 crore. Operating margin was maintained at 19.6% despite high inflation, while PAT margin expanded by 20 basis points to 15.1%. Standalone revenue, however, declined 1.8% to ₹2,469.5 crore due to weakness in seasonal businesses. Healthcare grew 5% excluding glucose (declined 4.4% including glucose), HPC grew 2.7%, while Foods & Beverages saw a mid-teens decline on unseasonal rains and a weak summer. International business was a bright spot with 13.7% constant currency growth and easing currency headwinds. About 95% of the portfolio gained market share, with rural markets outpacing urban by 400 basis points.
A mixed quarter for shareholders — international business and non-seasonal domestic categories showed healthy growth and market share gains, but seasonal businesses dragged overall numbers. Margin resilience despite inflationary pressures is a positive signal, though weak standalone revenue growth may weigh on near-term sentiment.