ALFA Finder| Management target | Revenue 10.0% FY27 |
|---|
| Revenue growth | Consolidated revenue grew 10.6% YoY, driven by India and international segments. |
|---|---|
| Margins | Operating margins grew 11% despite inflation via premiumization and cost discipline. |
| Demand visibility | Rural demand continues to outperform urban markets, demonstrating strong momentum. |
| Management confidence | High; balanced optimism regarding rural recovery and international execution capability. |
Growth
Growth was broad-based; India FMCG grew 9.5% with 5% volume. International business surged 15.5% in INR terms.
Outlook
Management maintains double-digit revenue growth guidance for FY27, targeting sizable M&A over the next three years.
Risks
Inflationary pressures in petroleum-linked inputs and geopolitical instability in the Middle East remain primary margin threats.
Last quarter's promises, checked
Delivered
- Guided high single-digit Q4 revenue → delivered 10.6% (= BEAT)
- Guided operating margin expansion → delivered 11% growth (= BEAT)
- Guided PAT growth > revenue growth → delivered 15% vs 10.6% (= BEAT)
Partly delivered
- Targeted 20% operating margin → Delivered 11% growth (current level not specified) (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: DABUR. Summary written with AI assistance from the document.
Dabur India Ltd: key numbers
- Share price
- ₹382.60
- Market cap
- ₹67,876 Cr
- Revenue (annual)
- ₹13,193 Cr
- Net profit (annual)
- ₹1,895 Cr
- P/E (TTM)
- 33.5×Sector 41.3×
- 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.
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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.
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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.
Dabur India Management Change
Dabur India announced changes after its 4 November 2026 board meeting: Global CEO Mohit Malhotra resigned and Herjit Singh Bhalla was appointed Additional and Whole-time Director. Other director, KMP and compliance officer changes were also approved.