Presentation of Analyst/ Institutional Investor Meet

Ref: SEC/SE/2026-27 Date: November 05, 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, Bandra Kurla Complex Mumbai- 400001 Bandra (E), Mumbai – 400051 BSE Scrip Code: 500096 NSE Scrip Symbol: DABUR Sub: Presentation of Analyst/ Institutional Investor Meet Dear Sir/Madam, In compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in furtherance to our letter dated October 26, 2026, regarding Schedule of Analyst/ Institutional Investor Meet scheduled to be held today i.e. Thursday, November 05, 2026, at 04:00 p.m. IST at Mumbai, we are pleased to enclose a copy of Presentation being made today at the aforesaid meet. This is for your information and records. Thanking You, Yours faithfully, For Dabur India Limited (Ashok Kumar Jain) 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 Regd. Office: 8/3, Asaf Ali Road, New Delhi – 110 002 (India) CIN: L24230DL1975PLC007908, Email: corpcomm@dabur.com Website: www.dabur.com DABUR INDIA LIMITED Analyst M e e t 2026 NOVEMBER 5, 2026 Today's Agenda Dabur: The Way I See It The Next Phase Of Vision My First Six Months Vision VII {FY25-28) : My Assessment Dabur: The Way I See It Trusted Brands, Category Leadership and our Right to Win. "What is that life worth which cannot bring comfort to others." - Dr. S. K. Burman Dabur: Dedicated to the Health & Well-Being of every Household 142 120+ Years of Trust Countries Billion Brands Manufacturing Facilities International Indian Locations Locations 8outof10 ~8.5Mn Indian Homes Reached Distribution Outlets A Portfolio Built Around Everyday ea t and We ness Brands ( ,1,000Cr+ ) @RS® Odoni i Brands Air Freshener Chyawanprash ( '500Cr+ ) 19 "" IJJI¥ .,-- Anmol MESWAK ~D .abur ,Her b~ Lal Gulabari - 'l'OOTttPASTh- Toothpusfe -GOLD Tail Brands lf·*'~'l1 @noM os· ( '100-SOOCr ) coacctofo;" "t --= mar~ water Seven #1 Brands Heavy Amla Chyawanprash • Juices & Nectar >50% >60% \ Honey Air Freshners >50% >40% ) Digestives Mosquito Repellant (PAP) >50% >60% 50% of our revenue is generated by category-defining and category-Leading brands. Source: Nielsen MAT September, value/volume data % represents Market Share Well-positioned for Changing India Rural Bharat Indian Roots Boomers Mass to Urban India to Global Reach to Gen Z to Premium -· - ... r@ o- ·t n Kirana Stores Legacy Ayurveda Traditional Functional Products to Qcom to Modern Science to Digital Media to Lifestyle Solutions A portfolio built for every consumer, every market, every channel and every occasion. My First Six Months Insights from our consumers, customers and colleagues that shape our priorities. Perspectives: Listening & Learning Insights from consumers, customers and colleagues to shape our next phase of growth Strengths Opportunity Areas Lead in Health & CONSUMERS \f:!j Wellness Consumers trust us to lead. Invest to grow. Win in India's growing health opportunity. Future Ready Execution Portfolio Excellence COLLEAGUES Commercial instinct. Bias for action. Catering to changing consumers Enhance quality of needs and aspirations. distribution. Unlocking our full potential through sharper focus, stronger execution and future-ready growth. A Challenging Macro Environment Calls for Sharper Execution Input cost pressures, inflation shaping our near term operating environment. CRUDE OIL RAINFALL GDP GROWTH WPI INFLATION REMAINS ELEVATED SLOWING DOWN Jul-Sep rain Continued input cost Continues to hover 87% of LPA Projected to grow inflation near USO 100 by 7.2% 11.4% 103.3 96.3 8.2% 9.9% 9.9% 9.9% 80.2 101.0o/o 98.0o/o 92.0% 8.0% 7.8% 7.8% 69.0 87.0% 7.2% 63.6 3.9% Q2 Q3 Q4 Q1 Q2 Jul Aug Sep September Q2 Q3 Q4 Q1 Q2 Mar'26 Jun'26 Jul'26 Aug'26 Sep'26 FY26 FY26 FY26 FY27 FY27 (Overall) FY26 FY26 FY26 FY27 FY27P j Source: RBI Projection (7th Oct'26) Source: Trading Economics (.Ii "'tm7 What this means for " Higher input costs Monsoon variability Elevated inflation FMCG Pressure on Affects seasonal Continues to impact gross margins demand patterns consumer sentiment A tougher environment heightens the need for sharper focus, execution excellence and operating efficiency. India's Strong Growth Story Under-Penetration 1/10 of US ----- India's I capita FMCG spends Favourable Demographics Digital-first New Bharat Younger Workforce / ; ) 2X 65 % of India's population 499 consumer cities by 2025 Rising Per Capita Spends Quick Commerce Surge US$-3000 $65-70 billion 2027 GDP I capita estimate 2030 projection Fast-Growing Economy INDIA'S Health and Wellness GROWTH 7.1% Demand for natural CONSUMPTION 2027 GDP growth estimate - ingredients on a rise STORY DABUR'S Natural & Ayurvedic Dabur's Rural reach Demonstrated capability Headroom equity backed by in Emergent to win in Alternate RIGHT TO WIN for growth Science New Bharat Channels Vision VII (FV25-28) : My Assessment An unfiltered view of progress on each strategic initiative. What gets measured, gets done Vision VII · FY25-FY28 Accelerate profitable growth Bold Bets: Accelerate Premiumise Streamline Health & Core Brands Contemporise Portfolio Wellness Increased Stay relevant & cater Sharpening portfolio In key identified spaces investment on to evolving consumer needs focus --...... core brands Strategic GTM 2.0 Increase efficiencies to Buy or Acquire to / Efficiency, agility and accelerate growth accelerate growth digitisation 01 Accelerate Core Brands Continued investment in our core brands FOCUS AREAS TO BUILD FUTURE GROWTH BUILDING Category Relevance Usage/Occasion STRENGTHENING Trust Positioning Calibrated investments in response to hyperinflationary pressures. Accelerate Core Brands Increased spends on Digital Impressions Digital spends Influencers Views Digital and Creator content with Industry Leading Engagement Rates and View-Through Rates Investment needs to scale further to fully realise the potential of our iconic brands. 02 Premiumisation Serving evolving consumer needs and building a higher-margin portfolio ~.,20% Contribution from Growth in Premium Portfolio Premium Portfolio --------- Steady progress on premium brand extension, need to scale up. Contemporisation Innovation across products, formats and packaging -0 - New Product New Formats New Looks Innovating ahead Smart formats Transparent, of evolving needs for modern living consumer-friendly packaging ~ Contemporary products for tomorrow's consumer 03 Bold Bets in Health & Wellness Everyday solutions for today's lifestyle needs -' d ' - - Gut Health Functional Beverages Strength & Vitality --------~ Significant opportunity to build on our credentials to drive market leadership olio 04 I Streamlining Port __ D iscipline on "what we stop" to accelerate "what we grow" DISCONTINUED Vedic Tea DaburVita Baby diapers Rationalized long tail SK Us Adult Diapers abur Red Balm Oliv-0-0il {mi) I We continue to rationalise the portfolio to release capital for selective, focused bets. 05 GTM 2.0 : Project Saksham Realigning GTM with evolving landscape Distributor Consolidation Distributor Throughput Lower Stockist Attrition 2X ByN80% reduced to 1629 Creating stronger profitable partnerships • Pre GTM Post GTM • Pre GTM Post GTM Phase 2: Strengthening Execution Quality of Coverage ~ Reduce Cost to Serve Project Saksham is driving General Trade recovery enhancing quality of coverage. Strategic M&A Evaluating inorganic growth using a two-pronged strategy Minority Stake in D2C Companies Strategic Acquisitions @ Launched Dabur Ventures, Invested minority stake @ Actively looking for ~ \ Badshah acquired in 2023. INR 500 Cr platform, in I in RAS Beauty, a luxury opportunities to be ~ Sesa integration underway. October 2025 skincare. future-ready. SESA: Focus more on building future growth engines through acquisitions. [Showing first 8,000 characters — download PDF for full document]