Dabur India Limited — PPTs, 07-08-2025: Investor Presentation

Here's a summary of the Dabur India Limited AGM presentation:

**1. Financial Highlights:**

FY25 consolidated sales: INR 12,563 Cr; PAT: INR 1,768 Cr. Operating Profit Margin: 18.4%; PAT Margin: 14%. Net cash: INR 7,300 Cr; Net Worth: INR 10,700 Cr. ROIC: 35%. International business grew 17.2% (constant currency).

**2. Strategic Initiatives & Growth Drivers:**

Key levers: Innovation (2.3% NPD to sales) & premiumization. Distribution expanded to 8.4M outlets (+0.5M). A&P spend up 1.3x in 5 years; digital now 45% of media. Operational excellence saved INR 100 Cr. Sustainability targets met for coal elimination & renewable energy.

**3. Business Developments:**

The presentation focused on growth strategies and operational performance, not detailing specific acquisitions or major new partnerships.

**4. Market Position & Competitive Advantage:**

Dabur is a top 4 Indian FMCG player. #1 in domestic categories like Juices, Chyawanprash, Honey, plus strong international presence. Market share gains across 90% of portfolio highlight competitive edge.

**5. Investor Implications:**

Solid financials and effective strategies in distribution, branding, and innovation suggest positive growth potential. Sustainability commitment (MSCI 'AA' rating) adds to long-term appeal.