Dabur India Ltd - Q1 FY2026 Update

During-the quarter, Indian FMCG sector witnessed a sequential recovery in demand with uptick in volume growth particularly in urban markets.

Dabur's Home and Personal Care (HPC) division is expected to perform well driven by the oral, home and skin care categories. Key brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are expected to post strong growth coupled with market share gains.

Within healthcare our brands such as Dabur Honey, Hajmola, Dabur Honitus, and Dabur Health Juices are expected to post robust double-digit growth. Dabur Honitus is expected to perform exceedingly well with over 40% growth.

In terms of channels, organised trade including E-commerce, Quick commerce and Modern Trade maintained their growth momentum.

International business is expected to post double digit constant currency growth led by key markets like MENA, Turkey, Bangladesh and US Namaste business.

The Beverage portfolio was impacted during the quarter due to unseasonal rains and short summer. However, Activ Juices and Activ Coconut water saw good momentum with growth expected in mid-teens. The company is planning to focus on the Activ portfolio going forward to capture the consumer trends and reduce the seasonality of our juices portfolio.

On account of decline in beverages, Dabur's consolidated revenue is expected to grow in low-single digits. Consolidated operating profit growth is expected to marginally lag revenue growth.

With the refreshed strategic vision and favourable macroeconomic conditions such as above average monsoon, good agricultural output, easing inflation and consumption-focused government measures, we expect revenue growth to regain momentum and trend higher in the coming quarters. The fundamentals of the business remain strong, and we are continuing to invest behind our brands, expand our distribution reach, build a strong back end and capture efficiencies to deliver good growth in revenue and profitability for the year.

This update provides an overall summary of the performance and demand trends witnessed during the quarter ended June 30, 2025 (01 FY26). This will be followed by detailed financial results and earnings presentation once the Board of Directors of the Company approves the consolidated and standalone financial results for the quarter ended June 30, 2025.

Shares of Dabur India Limited was last trading in BSE at Rs. 495.25 as compared to the previous close of Rs. 491.45. The total number of shares traded during the day was 62966 in over 1802 trades.

The stock hit an intraday high of Rs. 497.35 and intraday low of 492.00. The net turnover during the day was Rs. 31170365.00.

Source : Equity Bulls

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DaburIndia INE016A01026 FMCG Q1FY2026 Update