ALFA Finder| Revenue growth | 10.6% YoY consolidated |
|---|---|
| Margins | PAT margin up 60 bps; Operating margin up 10 bps |
| Demand visibility | Strong recovery in beverages/glucose during late Q1 |
| Management confidence | High; 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)
Investor Presentation filed with NSE, NSE: DABUR. Summary written with AI assistance from the document.
Dabur India Ltd: key numbers
- Share price
- ₹380.50
- Market cap
- ₹67,503 Cr
- Revenue (annual)
- ₹13,193 Cr
- Net profit (annual)
- ₹1,895 Cr
- P/E (TTM)
- 33.3×Sector 40.6×
- Promoter holding
- 66.25%+0.01% QoQ
- FII holding
- 9.60%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Dabur India Ltd
All →Dabur India Other Announcement
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Dabur India Earnings Call Transcript: Key Takeaways
Consolidated revenue grew 11.6%, the second straight double-digit quarter. India standalone grew 8.9%, and India FMCG grew 10.7% on 5.5% volume and 5.2% price. Management reiterated double-digit full-year guidance and called its M&A progress red.
Dabur India Employee Stock Options
Dabur India Ltd has allotted 480 equity shares of Re. 1 each under its Employees Stock Option Scheme 2000. This increases the total paid-up equity capital to Rs. 177.40 Crore.
Dabur India Dividend
Dabur India declared an interim dividend of Rs 3.5 per share for FY 2026-27. Record date is 10 November 2026.