NSEInvestor Presentation29 Jul 2026 · 29 Jul 2026, 04:39 pm

Investor Presentation

Dabur India Limited · DABUR

✦ AI Summary▲ PositiveResults

Dabur India Limited has released its investor presentation for Q1 FY27, highlighting a 10.6% topline growth, 11% operating profit growth, and 15% PAT growth, driven by strong performances in HPC, Foods, and Beverages segments, despite high inflation and geopolitical tensions.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment9/10

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Dabur India Limited has informed the Exchange about Investor Presentation

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Ref: SEC/SE/2026-27 Date: July 29, 2026 ndla . 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: Investor Communication Dear Sir/Madam, In compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in furtherance to our letter dated July 08, 2026, regarding Investors' Conference Call scheduled to be held today i.e. Wednesday, July 29, 2026, at 05:00 p.m. 1ST, we are pleased to enclose a copy of Investor Presentation for the quarter ended June 30, 2026. This is for your information and records. Thanking You, Yours faithfully, For Dabur India Limited (AshokK ar Jain) Group Company Secretary and Chief Compliance Officer End.: as above DABUR INDIAL IMITED,P unjabi Bhawan, 10, Rouse Avenue, New Delhi-1100 02, Tel.: +91 11 71206000 Regd. Office:8 /3, AsafAli Road, NewD elhi- 1100 02 (India) CIN: L24230DL1975PLC007908,E mail: corpcomm@dabur.com, Website:w ww.dabur.com DABUR INDIA LIMITED July 29, 2026 INVESTOR PRESENTATION QUARTER ENDED 30th JUNE 2026 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. AGENDA FOR TODAY KEY HIGHLIGHTS FINANCIAL HIGHLIGHTS – Q1 FY27 BUSINESS PERFORMANCE – Q1 FY27 PROFIT & LOSS STATEMENTS KEY HIGHLIGHTS KEY HIGHLIGHTS Key Positives and Operating Headwinds in Q1 Key Positives Operating Headwinds Strong topline delivery of 10.6% growth, with operating profit growth War led disruptions impacted International (+11%) and PAT growth (+15%) ahead of topline, despite high Business, primarily Middle East inflation (of 8%) in the business HPC (+12.3%) and Foods (+30%) recorded strong double-digit Geopolitical Tensions leading to high inflation, growths, Beverages seeing sequential strengthening q-o-q both in India and International Business Double-digit growth across the Hair Care Portfolio (Oils & Shampoo), Unseasonal rainfall during April and early May Activ Range, Foods (including Badshah), Pudin Hara, Honitus, Health impacted summer-centric categories of Glucose Juices, and Sanifresh and Beverages New age channels (E-comm and MT) continue to deliver robust double-digit growths Continued gain in market shares across key categories FINANCIAL HIGHLIGHTS – Q1 FY27 FINANCIAL HIGHLIGHTS – Q1 FY27 Q1 FY27 Financial Highlights Consolidated Revenue Growth Consolidated Revenue India FMCG International 9.5% 10.6% 15.5% YoY Growth YoY Growth YoY Growth in INR Terms 5% India Volume Growth Consolidated Operating Profit and PAT Growth Operating Profit Profit After Tax +11.0% +10 bps +15.0% +60 bps YoY Growth Margin Expansion YoY Growth Margin Expansion FINANCIAL HIGHLIGHTS – Q1 FY27 Q1 Business Performance – Domestic & International Domestic Business HPC HEALTHCARE F&B INTERNATIONAL YoY Growth +12.3% +5.5% 7.2% 15.5% Revenue 1,385 623 528 1,006 (INR Cr.) 55% 24% 21% 27% Contribution (% Domestic) (% Domestic) (% Domestic) (% Consolidated) FINANCIAL HIGHLIGHTS – Q1 FY27 Double-Digit Growth Across Major Markets; Middle East Growth Softened by Geopolitical Volatility Region Wise INR Growth in Q1 FY27 Turkey UK SSA Region Bangladesh 26.9% 21.9% 28.4% 34.3% (cc : +33.5%) (cc : +10.4%) (cc : +11.5%) (cc : +21.5%) Nigeria Namaste (US) MENA Region Egypt 35.1% 17.8% 5.2% 28.4% (cc : 5.6%) (cc : 5.8%) (cc: -5.4%) (cc: +21.7%) BUSINESS PERFORMANCE – Q1 FY27 BUSINESS PERFORMANCE – Q1 FY27 Home & Personal Care Hair Care • Hair oils sustained its growth momentum and grew in strong double digits; driven by Amla franchise, Dabur Almond, Anmol and Vatika coconut portfolio • Hair oils portfolio registered market share gains • Shampoo category registered growth in early twenties. • Amplified campaign with Anushka Sharma across digital, trade and wall paintings Category Wise YoY Value Growth in key markets Oral Care Hair Care High-Teens • Toothpastes recorded high single digit growth with Dabur Red, Meswak and Dabur Herb’l being the key growth drivers. Oral Care High-Single • Lal Dant Manjan continued to show high growth momentum driven by new campaign with Ravi Kishan. • Continued to gain market share Home Care Mid-Single Home Care • Odonil grew in high single digit supported by strong growth momentum in aerosols Skin Care High-Single and zippers. Portfolio continued to strengthen its position and gained market share. • Sanifresh performed well and grew in strong double digits Skin Care • Skin care grew in high single digit growth backed by strong growth in Gulabari, OxyLife and Fem Franchise. BUSINESS PERFORMANCE – Q1 FY27 Healthcare Health Supplements • Dabur Honey reported high single digit growth. • Dabur Glucose sales impacted due to unseasonal rainfall in first half of the quarter, Category Wise YoY Value Growth however showed signs of strong recovery in 2nd half of the quarter. Health Low-Single Digestives Supplements Digit • Hajmola tablets and Pudin Hara grew in double digits. • Isabgol continued to perform well and delivered strong growth in twenties. • New communication focusing on ‘cooling relief from acidity’ for Pudin Hara has been Digestives Double Digit well received OTC & Ethicals Mid Single • Dabur Honitus continued its strong double digit growth aided by the media campaigns OTC & Ethicals Digit highlighting safety and efficacy • Health juices sustained its strong double-digit growth momentum BUSINESS PERFORMANCE – Q1 FY27 Foods & Beverages Beverage • Unseasonal rainfall in the first half of the impacted our beverage business, however the business made a strong comeback in May and June. • Activ range, including Juices and Coconut water, maintained its strong double-digit Category Wise YoY Value Growth growth momentum • Fizz portfolio (comprising of real fizz and Hajmola jeera) grew high teens. Mid Single Beverages Foods (inc. Badshah) Digit • Culinary portfolio continued its strong growth momentum and reported growth in high twenties with broad-based growth across brands Foods High Teens • Badshah business performed well with business growing in double digits BUSINESS PERFORMANCE – Q1 FY27 Impactful Advertising With Differentiated Positioning Dabur Real– “9 Fruits ka power” Campaign BUSINESS PERFORMANCE – Q1 FY27 Impactful Advertising With Differentiated Positioning Real Active – “Keep It Real” Campaign BUSINESS PERFORMANCE – Q1 FY27 Impactful Advertising With Differentiated Positioning Dabur Lal Dant Manjan: “Daant mein Dum wa [Showing first 8,000 characters — download PDF for full document]