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Investor Presentation

Dabur India Investor Presentation: Key Takeaways

Q2 FY27 consolidated revenue INR 3,563 Cr (+11.6%), PAT INR 505 Cr (+11.7%), EBITDA margin 22.6% (-20 bps). International +20%; India FMCG volume +5.5%.

Highlights
Revenue growthConsolidated 11.6%; standalone 8.9%; H1 consolidated 11.1%
MarginsConsolidated op margin 17.8%, -60 bps; standalone 18.9%, -10 bps
Demand visibilityDomestic demand steady despite geopolitical volatility

Growth

Consolidated revenue +11.6%, operating profit +7.5%, PAT +11.7%. H1 FY27 revenue +11.1%, PAT +13.4%. Standalone revenue +8.9%, PAT +11.2%.

Outlook

No explicit numeric guidance given. Demand described as stable. ESG targets: 100% sustainable sourcing and hazardous substance elimination by FY27.

Risks

Elevated inflation across commodities; renewed US-Iran conflict creating volatile operating environment. Honey declined on high base, hit by FSSAI labelling-order trade disruption.

Last quarter's promises, checked

Delivered

  • Sequential revenue acceleration → Q2 consol +11.6% vs Q1 +10.6% (= BEAT)

Partly delivered

  • FY27 consol double-digit growth → H1 +11.1% (Q2 +11.6%); full year pending (= PARTIAL)

Missed

  • Margin better than LY and accretive to top line → consol op margin 17.8% (-60 bps), op profit +7.5% vs revenue +11.6% (= MISS)
Source

Investor Presentation filed with BSE, NSE: DABUR. Summary written with AI assistance from the document.

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Dabur India Ltd: key numbers

Share price
₹395.00
Market cap
₹70,071 Cr
Revenue (annual)
₹13,193 Cr
Net profit (annual)
₹1,895 Cr
P/E (TTM)
35.5×Sector 40.4×
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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