Q1 2027 Dabur India Ltd Earnings Call Transcript
Key Points
- Dabur India Ltd (BOM:500096) reported a consolidated business growth of 10.6% for Q1 FY27, driven by broad-based growth across both India and international markets.
- The company's international business delivered double-digit growth, with a 15.5% increase in INR terms, supported by proactive market interventions and agile execution.
- The hair care segment, including hair oils and shampoos, registered strong double-digit growth, with the hair oil portfolio gaining 102 basis points in market share.
- The Oral Care portfolio delivered near double-digit growth, with the herbal segment outperforming the non-herbal segment by 550 basis points.
- Dabur's food and beverage portfolio registered a high single-digit growth, with active juices growing by over 40% and coconut water registering a growth of over 70% during the quarter.
- War-related disturbances in the Middle East impacted input cost trends and supply chain efficiency across Dabur India Ltd (BOM:500096)'s businesses.
- The healthcare portfolio's glucose segment was marginally impacted during the quarter due to unseasonal rains, although it saw recovery later.
- Despite a strong performance, the company faces elevated inflation across several input categories, which could pressure margins.
- The company is closely monitoring geopolitical developments in the Middle East, which could impact future growth and inflation trends.
- Dabur India Ltd (BOM:500096) has a significant cash reserve, and while there are plans for acquisitions and capital allocation, the exact timing and execution remain uncertain.
Ladies and gentlemen, good day and welcome. The Q1 Results Investors Conference Call of Dabur 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 this 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 Mr. Rahul Sarraogi, Head, Investor Relations and M&A.
Thank you and over to you, sir.
Good evening, ladies and gentlemen. On behalf of the management of Tawar India Limited, I welcome you to the earnings conference call pertaining to the results for the quarter ended 30th June 2026.
Present here with me are Mr. Mohit Malhotra. Global Chief Executive Officer Mr. Ankush Jain, Chief Financial Officer Mr. Harjit Bhalla, CEO, India Business.
We will start with
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