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Investor Presentation

Dabur India Investor Presentation: Key Takeaways

Dabur delivered a robust Q1 FY27 with 10.6% consolidated revenue growth and 15% PAT growth. Management highlighted double-digit gains in HPC and Foods despite high inflation and geopolitical headwinds.

Highlights
Revenue growth10.6% YoY consolidated
MarginsPAT margin up 60 bps; Operating margin up 10 bps
Demand visibilityStrong recovery in beverages/glucose during late Q1
Management confidenceHigh; topline and profit ahead of inflation

Growth

Revenue rose 10.6% to INR 3,764 Cr. Operating profit grew 11% while PAT outpaced topline with 15% YoY growth.

Outlook

Focus on high-growth channels (E-comm, MT) and category expansion in HPC (+12.3%) and Foods (+30%).

Risks

War disruptions in Middle East, geopolitical tensions causing 8% inflation, and unseasonal rainfall affecting summer-centric categories.

Last quarter's promises, checked

Delivered

  • Guided high single-digit Q4 growth → delivered 10.6% consolidated Q1 (= BEAT)
  • Guided operating margin expansion → delivered 10 bps increase (= BEAT)
  • Guided PAT growth > revenue growth → delivered 15% PAT vs 10.6% Rev (= BEAT)

Partly delivered

  • Guided 20% operating margin target → delivered 10 bps improvement (ongoing) (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: DABUR. Summary written with AI assistance from the document.

Read the document ↗

Dabur India Ltd: key numbers

Share price
₹385.60
Market cap
₹68,404 Cr
Revenue (annual)
₹13,193 Cr
Net profit (annual)
₹1,895 Cr
P/E (TTM)
34.7×Sector 43.4×
Promoter holding
66.24%-0.01% QoQ
FII holding
9.66%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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