NSEGeneral Updates2d ago · 4 Nov 2026, 04:29 pm

General Updates

Dabur India Limited · DABUR

✦ AI SummaryResults

Dabur India Limited has informed the Exchange about Investor Presentation for Quarter Ended September 2026, highlighting sequential improvement in topline growth, revenue, operating profit, and PAT.

Analysis Scores

Earnings Impact6/10
Growth Catalyst4/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

✦ Ask a Question

Ask anything about this announcement — AI will answer based on the filing content.

0/500

Full Announcement

Dabur India Limited has informed the Exchange about Investor Presentation

Attachments (1)

📄

DABURA_04112026162930_presentation.pdf

pdf

Download →
View document text
'DaDur India ltd. Ref: SEC/SE/2026-27 Date: November 04, 2026 Corporate Relations Department Listing Department BSE Ltd. National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street, Plot No. C/1, G Block, Sandra Kurla Complex Mumbai- 400001 Sandra (E), Mumbai - 400051 SSE Scrip Code: 500096 NSE Scrip Symbol: DABUR Sub: Investor Presentation Dear Sir/Madam, In compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith copy of investor presentation being issued today i.e., November 04, 2026. This is for your information and records. Thanking You, Yours faithfully, For Dabur India Limited ~arJaln) Group Company Secretary and Chief Compliance Officer Encl.: as above DABUR INDIA LIMITED, Punjabi Bhawan, 10, Rouse Avenue, New Delhi-110 002, Tel.: +91 11 71206000 Re~d. Office: 8/3, Asaf Ali Road, New Delhi -110 002 (India) , CIN: L24230DL1975PLC007908, Email: corpcomm@dabur.com, Website: www.dabur.com DABUR INDIA LIMITED INVESTOR PRESENTATION For Quarter Ended September 2026 Contents 1 Quarterly 3 Brand Snapshot Communication 2 Performance 4 Annexures Highlights DISCLAIMER Cautionary note concerning forward-looking statement Certain statements made in this presentation relating to the Company’s objectives, projections, outlook, expectations, estimates, among others may constitute ‘forward-looking statements’ within the meaning of applicable laws and regulations. Actual results may differ from such expectations, projections etc., whether express or implied. These forward-looking statements are based on various assumptions, expectations and other factors which are not limited to, risk and uncertainties regarding fluctuations in earnings, competitive intensity, pricing environment in the market, economic conditions affecting demand and supply, change in input costs, ability to maintain and manage key customer relationships and supply chain sources, new or changed priorities of trade, significant changes in political stability in India and globally, government regulations and taxation, climatic conditions, natural calamity, commodity price fluctuations, currency rate fluctuations, litigation among others over which the Company does not have any direct control. The company cannot, therefore, guarantee that the ‘forward- looking’ statements made herein shall be realized. The Company, may alter, amend, modify or make necessary corrective changes in any manner to any such forward looking statement contained herein or make written or oral forward-looking statements as may be required from time to time based on subsequent developments and events. 01 Quarterly Snapshot NO ADDED SUGARS NO ADDED PRESERVATIVES Quarter Highlights Sequential Improvement in topline growth Revenue Operating Profit PAT Consolidated INR 3,563 Cr INR 633 Cr INR 505 Cr Growth 11.6% Growth 7.5% (-60 bps) Growth 11.7% Operating Profit Revenue PAT INR 459 Cr INR 2,433 Cr INR 388 Cr Standalone Growth 8.2% (-10 bps) Growth 11.2% Growth 8.9% Revenue Revenue Growth 10.7% International India FMCG Growth 20.0% Volume 5.5% Note: The india map is for illustrative purposes only, is not drawn to scale, and does not represent the accuracy or authenticity of geographical or political boundaries Industry Outlook Strong Fundamentals, Sustainable Growth Geopolitical Tensions Stable Demand Elevated Inflation Persistent inflationary Renewed US-Iran conflict Domestic demand pressures across various leading to volatile remained resilient. commodities. operating environment. 02 Performance Highlights Business Segment Performance 24% 55% Healthcare 623 Cr. 1,385 Cr. 5.5% 12.3% Growth Growth Oral Care Hair Care Home & Personal Care Home Care Skin Care Home and Personal Care – Oral Care Oral Care Mid Single Digit toothpast Toothpaste and Toothpowder both recorded growth in mid single digit. Remove Kids Herb’l range continued to deliver robust performance. Home and Personal Care – Hair Care Hair Care High Teens Hair oils reported a high teens growth rate driven by double digit growth in both perfumed and coconut oils Shampoo segment also report a high teens growth rate. Home and Personal Care – Home Care Home Care Double Digit 1 Odonil grew double-digit driven by strong growth momentum in Aerosols and gel pockets Odomos and Sanifresh performed well with Odomos growing in mid-single digit and Sanifresh growing in double digit. Newly launched Odonil Car Fresheners and automatic diffusers have received positive response and gained strong traction. Home and Personal Care – Skin Care & Salon Skin Care High Single Digit 1 Skin care growth was backed by strong growth in Oxy Franchise. The recently launched Oxylife Detan has received positive consumer feedback. Health Supplements Digestives Healthcare OTC & Ethicals Healthcare – Health Supplements Health Supplements Low Single Digit Decline 1 Dabur Chyawanprash grew by low single digit. Honey declined mid-single digit on a high base, 2 partly impacted by temporary disruption in trade sentiment following FSSAI labeling related order. Healthcare – Digestives Digestives Strong Double Digit Hajmola franchise continued to perform well, recording double digit growth. 2 Pudin Hara posted strong double-digit growth, driven by growth across all formats. Isabgol delivered strong double-digit growth, driven by improved market competitiveness. Newly launched orange Isabgol added with ayurvedic actives received well among consumers. Healthcare – OTC & Ethicals OTC & Ethicals Mid Teens 1 Dabur Honitus continued its strong growth momentum with broad based growth across formats 2 Health Juices sustained their strong growth trajectory, registering high-teen growth on a strong base Beverage Foods & Beverage Foods Foods & Beverage – Beverages Beverages Mid Teens 1 Beverages recorded a sequential improvement with mid teens growth. Broad based growth with nectar growing at near double digit and the Activ portfolio continuing the robust performance with double digit growth. Foods & Beverage – Foods Foods Strong double digit Foods portfolio continued its strong growth momentum and reported strong double-digit growth with broad-based growth across products. Badshah also reported strong double-digit volume led growth. Growth was supported by focused brand-building initiatives, enhanced consumer activations, and increased investments across quick commerce. International Business -33.3% (CC: -38.7%) Namaste (US) Turkey +21.2% +42.4% (CC: +11.5%) (CC: +53.1%) MENA Region +13.7% (CC: 3.8%) Bangladesh Egypt +31.4% +30.4% (CC: +22.4%) (CC: +25.8%) Nigeria +21.4% (CC: -0.9%) SSA Region +43.2% (CC: +26.6%) Note: The world map is for illustrative purposes only, is not drawn to scale, and does not represent the accuracy or authenticity of geographical or political boundaries 03 Brand Communication Communications – Impactful Brand Campaigns Click on the video to play Communications - Influencer Campaigns Annexures Profit & Loss Statements – Q2 & H1FY27 Consolidated P&L Particulars Q2 FY27 Q2 FY26 Y-o-Y (%) H1 FY27 H1 FY26 Y-o-Y (%) In INR crores Revenue from operations 3,563.1 3,191.3 11.6% 7,327.5 6,595.9 11.1% Material Cost 1,822.7 1,613.5 13.0% 3,804.6 3,416.8 11.4% Employee expense 376.8 347.9 8.3% 746.2 685.6 8.8% Advertisement and publicity 226.6 233.6 (3.0%) 456.0 435.5 4.7% Other Expenses 504.6 408.3 23.6% 946.8 802.1 18.0% Operating Profit 632.5 588.1 7.5% 1,373.8 1,255.9 9.4% % of Revenue 17.8% 18.4% (60 bps) 18.7% 19.0% (30 bps) EBITDA (inc Other income) 804.3 728.2 10.5% 1,718.3 1,540.0 11.6% % of Revenue 22.6% 22.8% (20 bps) 23.4% 23.3% 10 bps Reported Net profit for the 505.5 452.6 11.7% 1,096.4 966.5 13.4% period/year (after minority) % of Revenue 14.2% 14.2% Flat 15.0% 14.7% 30 bps Profit & Loss Statements – Q2 & H1FY27 Standalone P&L Particulars Q2 FY27 Q2 FY26 Y-o-Y (%) H1 FY27 H1 FY26 Y-o-Y (%) In INR crores Revenue from operations 2,432.9 2,234.8 8.9% 5,120.2 4,704.3 8 [Showing first 8,000 characters — download PDF for full document]