Dabur India Limited has informed the Exchange regarding 'Quarterly Update - Q1 FY2025-26'.
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Dabur has shared a business update for Q1 FY26 ahead of its detailed results. The Indian FMCG sector saw a sequential recovery in demand, with volume growth picking up in urban markets. The Home and Personal Care (HPC) division and healthcare brands like Dabur Honey, Hajmola, and Dabur Honitus (expected to grow over 40%) are projected to perform well, while the beverage portfolio was hit by unseasonal rains and a short summer. International business is expected to post double-digit constant currency growth. However, overall consolidated revenue is expected to grow in low single digits, with operating profit growth marginally lagging revenue growth due to the beverage weakness.
This is a soft business update for shareholders. The low single-digit revenue growth guidance and operating profit lagging behind revenue suggest near-term pressure on earnings, particularly due to beverage weakness. However, management's outlook for recovery in coming quarters, supported by a good monsoon, easing inflation, and a strong HPC and healthcare portfolio, offers some comfort for longer-term prospects.