Dabur India Ltd - Update for Quarter ended June 30, 2026 - Q1 FY27

This update provides an overall summary of the porformanco and demand trends witnessed during the quurler ended June 30, 2026 (Q1 FY27). 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, 2006.

Despite the challenging geopolitical backdrop and hyperinflationary pressures ac ross our key markets, consumer sentiment remained resilient, with business trajectory improving sequentially, quarter-on-quarter. With the Middle East situation expected to ease, we remain optimistic about improving consumption across our international markets in the coming quarters. For the domestic business, ru ral and urban markets are sustaining their growth trend with rural continuing to outoace uroan.

At a consolidated level, we expect revenues to record double digit growth.

The India FMCG business demonstrated resilience and continued its growth momentum quarter on quarter, registering near double digit growth in the quarter.

Home & Personal care business is likely to grow at a near teens level. Hair Oils and Shampoos will likely deliver high teens growth, led by robust performance in both perfumed and coconut hair oils, reflective of healthy consumer demand and enduring brand equity of our ha ir care brands and portfolio. Oral care is expected to post near double-digit growth, underpinned by sustained investments and long- term strength of the franchise. Growth was broad-based across our oral care portfolio, with the new Herbal Franchise recording strong doubledigit growth, Meswak delivering strong double-digit growth, and our flagship brands Red Toothpaste and Lal Dant Majan continuing their upward trajectory.

Healthcare is expected to record sequential improvement with mid-single-digit growth. Flagship brands, including Hajmola, Pudin Hara, Health Juices Range, Dabur Honitus and lsabgol are expected to deliver robust double-digit g rowth. Dabur Glucose, which was impacted during the early part of the quarter, showed a sequential recovery thereafter.

The Food business continued to record high double-digit growth, wit h Badshah continuing to deliver high-teen growth. Our Beverage portfolio registered a sequential recovery during the quarter, driven by strong double-digit growth in Real Activ Juices Range and Coconut Waler.

Coming to t he channels, our emerging channels comprising E-commerce, Quick commerce and Modern Trade, are expected to report strong double-digit growth. General Trade also showed sequent ial improvement, with growth across both urban and rural markets, and rural continuing to outpace urban. Project Saksham, our distribution and Route to market optimisation lever, is showing early positive signs.

The International Business, notwithstanding the severe headwinds in the Middle East, is expected to post high teen growth in INR terms, with key markets like Egypt, Turkey, Bangladesh and UK, each recording strong doubled digit growth in INR terms.

Across our India and International Businesses, our key brands continue to gain traction across strategic categories, supported by innovation, superior execution and enhanced distribution.

Elevated inflation during the quarter, particularly within the haircare segment, was effectively mitigated through calibrated price actions, supporting stable operating margins. Profit after tax is expected to grow at a doubledigit laval.

Overall, the underlying fundamentals of the business remain strong. The Compa'ly continues to execute against its strategic priorities, positioning itself well to capture improving consumption trends, drive cost competitiveness, harness digital capabilities and deliver sustainable, profitable growth over the medium to long term.

Shares of Dabur India Limited was last trading in BSE at Rs. 444.05 as compared to the previous close of Rs. 446.75. The total number of shares traded during the day was 47261 in over 1185 trades.

The stock hit an intraday high of Rs. 450.55 and intraday low of 442.30. The net turnover during the day was Rs. 21041699.00.

Source : Equity Bulls

Keywords

DaburIndia INE016A01026 FMCG Q1FY27 OperationalUpdate