Dabur India Ltd (NSE:DABUR)

Q1 2026 Dabur India Ltd Earnings Call Transcript

Jul 31, 2025 / 10:00 AM GMT

Release Date Price: ₹529 (+1.34%)

Transcript

Key Points

Positve

Dabur India Ltd (BOM:500096) reported a robust double-digit growth in its international business, with a 13.7% increase in constant currency terms.
The company's herbal segment outpaced the non-herbal segment by 440 basis points, reflecting a growing consumer preference for Ayurvedic and natural products.
The home care portfolio delivered strong growth of 10%, with Odonil emerging as the number one brand in the air freshener category with a 44% volume market share.
The healthcare portfolio, excluding glucose, grew by 9%, driven by strong performances in Chyawanprash and Honey.
Dabur India Ltd (BOM:500096) maintained its operating margins despite high inflation, thanks to price increases and cost-saving initiatives.

Negative

The seasonal portfolio, including beverages and glucose, was significantly impacted by unseasonal rains, leading to a decline of around 30% in glucose sales.
Gross margins faced pressure due to competitive intensity, particularly in the oral care segment against Colgate.
There was a noted decline in advertising and promotion expenditure, which could impact brand visibility and market penetration.
The company faced challenges in the healthcare segment post-COVID, with stagnant growth in some categories despite efforts to introduce new formats.
Dabur India Ltd (BOM:500096) experienced a net realization decline of 1.8% in India due to heightened competitive intensity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DABU.NS - Dabur India Ltd
Q1 2026 Dabur India Ltd Earnings Call
Jul 31, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, Kuti and welcome to the Q1 Results Investors Conference call of Dabba India Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Ms. Isha Lamba, head investor relations and MNA.

Thank you and over to you, Ms. Lamba.

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Unidentified_2 [2]
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