Dabur India Limited — Investor Meet, 13-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dabur reported consolidated FY25 revenue of INR12,563 Cr (+3.6% constant currency) and PAT of INR1,768 Cr. Q4 revenue grew 2.1%, with India down 3.4% and international up 19.3%. Skincare, Home Care, and Hair Care gained market share; health supplements and beverages faced seasonal and urban slowdowns. Management’s refreshed strategy focuses on portfolio rationalization, premiumization, healthcare and wellness bets, GTM efficiency, M&A, and cost optimization. They expect high single- to near double-digit value growth in FY26, driven by urban premiumization, rural affordable packs, and steady beverage recovery. Pricing hikes of ~3.5%–4% started in Q4. The outlook is cautiously optimistic with a clear focus on sustainable profitable growth.