Dabur India Ltd (NSE:DABUR)

Half Year 2026 Dabur India Ltd Earnings Call Transcript

Oct 30, 2025 / 11:30 AM GMT

Release Date Price: ₹501.55 (-1.28%)

Transcript

Key Points

Positve

Dabur India Ltd (BOM:500096) reported a consolidated revenue growth of 5.4% year-on-year, with international business growing by 7.7% in INR terms.
The company's herbal portfolio outpaced the non-herbal segment by 770 basis points, indicating a strong consumer shift towards natural and herbal products.
The healthcare portfolio saw mid-single-digit growth, with health supplements recording a broad-based volume growth of 28% year-on-year.
Dabur India Ltd (BOM:500096) plans to invest 500 crores over the next few years in high-potential new digital-first businesses, aligning with its growth and premiumization strategy.
Despite GST transition headwinds and high inflation, the company achieved a 6.4% growth in operating profit, demonstrating effective cost management and operational efficiency.

Negative

The GST reform led to a temporary disruption in trade, causing a short-term moderation in sales in the India business during September.
The company's two-year CAGR growth is only 2%, indicating a need for stronger performance to meet long-term growth expectations.
The international business faced challenges, with Europe impacted by geopolitical disturbances, particularly in Nepal, which declined by 15%.
The GST transition resulted in a carry-forward impact into October, affecting the normalization of sales and inventory levels.
Dabur India Ltd (BOM:500096) faces an inverted duty structure issue, with input tax credits not fully recoverable, potentially impacting profitability.

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

DABU.NS - Dabur India Ltd
Half Year 2026 Dabur India Ltd Earnings Call
Oct 30, 2025 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Q2 results in wesor conference call of Dabar India Limited.

As a reminder, all participant lines will be in the lesson only mode, and there'll be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing star, then 0 on a touchstone phone.

Please note that this conference is being recorded.

I now hand the conference quote a Miss Ishala, head in Western relations and MA.

Thank you and oe to you, Miss Lamber.

Good evening ladies and gentlemen.

On behalf of the management of Daba India Limited.

I welcome you

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.