Dabur India Limited — Investor Meet, 03-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Dabur reported strong Q1 FY27 results: consolidated revenue grew 10.6%, India FMCG by 9.5% (5% volume), and International business by 15.5%. Profit after tax increased 15%, with operating margin up 11%.

Key categories showed strength: Hair Oil portfolio grew in high teens with a 102 bps market share gain, and Foods business grew around 30%. Badshah spices delivered double-digit volume growth, expanding into new states, and is targeting an exit of ~INR400 Cr. The new nutraceutical brand Siens saw 3x growth.

Management is confident in delivering double-digit consolidated revenue growth for FY27, despite inflationary pressures. The company holds ~INR9,000 Cr in liquid funds, with INR500 Cr earmarked for D2C acquisitions and ongoing capex plans. Tone: Confident.