Q3 2026 Dabur India Ltd Earnings Call Transcript
Key Points
- Dabur India Ltd (BOM:500096) reported a consolidated revenue growth of 6.1% year-on-year, with the domestic FMCG business growing at 6% year-on-year, driven by a 3% volume growth.
- The Hair Care segment, particularly the Hair Oils Portfolio, showed robust growth of 19.1% year-on-year, with both perfume and coconut oils growing in double digits.
- The Toothpaste portfolio delivered a strong growth of 10%, with brands like Dabur Red Toothpaste, Meswak, and Herb'l registering significant growth.
- The international business registered a growth of 11% in INR terms, with notable performances in regions like MENA, Sub-Sahara Africa, and the UK and European Union.
- Operating profit grew by 7.7%, while PAT grew in double digits by 10.1% during the quarter, despite challenges like GST transition and high inflation.
- The Chyawanprash segment remained flat due to excess inventory in the trade, impacting overall growth in the Healthcare category.
- The nectar portfolio in the juices and nectars category remained muted due to an unfavorable season, affecting overall performance.
- The export and emerging market businesses were impacted by tariffs and geopolitical disturbances, affecting international growth.
- There was a one-time provision arising from changes in labor laws, which affected profitability.
- The competitive intensity in the Oral Care segment, especially in modern trade, remains high, impacting margins.
Ladies and gentlemen, good day, and welcome to the Q3 results investor conference call of Dabur India Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Isha Lamba, Head, Investor Relations and M&A. Thank you, and over to you, Ms. Lamba.
Good evening, ladies and gentlemen. On behalf of the management of Dabur India Limited, I welcome you to the earnings conference call pertaining to the results for the quarter ended December 31, 2025. Present here with me are Mr. Mohit Malhotra, Chief Executive Officer; Mr. Ankush Jain, Chief Financial Officer; and Ms. Gagan Ahluwalia, VP, Corporate Affairs. We will start with an overview of the company's performance by Mr. Mohit Malhotra, and this will be followed by a Q&A session.
I'll now hand over to Mr. Mohit Malhotra. Thank you.
Thank
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