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Dabur India (DABUR) investor relations material
Dabur India Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FY26 consolidated revenue grew 6.1% year-over-year, with India FMCG up 6% and international revenue up 11.1% in INR terms.
Operating profit rose 7.7% and PAT increased 10.1% year-over-year; adjusted PAT growth was 7.2% excluding a one-time labor law provision.
Market share gains across key categories, with strong double-digit growth in Amla, Real Activ, Dabur Honey, Dabur Honitus, health juices, and Meswak.
Interim dividend of ₹2.75 per share (₹487.76 crores) was paid during the quarter.
Faced headwinds from input cost escalation, inventory liquidation due to revised GST, and international market disruptions.
Financial highlights
Consolidated revenue from operations for Q3 FY26 was ₹3,558.65 crores, up from ₹3,355.25 crores in Q3 FY25.
Operating profit increased to ₹734.1 crore (20.6% margin), and EBITDA rose to ₹874.8 crore (24.6% margin).
Net profit before exceptional items was ₹575.0 crore, up 10.1% year-over-year; consolidated net profit after exceptional items was ₹553.61 crores.
Standalone revenue for Q3 FY26 was ₹2,547.39 crores, with net profit at ₹439.40 crores.
Basic EPS (consolidated) for Q3 FY26 was ₹3.16, up from ₹2.95 in Q3 FY25.
Outlook and guidance
Management expects sequential demand recovery, high single-digit top-line growth in Q4, and year-over-year EBITDA margin expansion.
FY27 growth is expected to be high single-digit, primarily volume-led, with some price increases and operating margin improvement.
Focus remains on market share gains, innovation, premiumization, and brand building.
Board and management highlighted continued growth in both revenue and profit, with positive operating and net profit margins.
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Annual revenue up 5% to $5.50B; Adjusted EBITDA and EPS both saw double-digit growth. - QLINEA
Over 400% revenue growth in 2025, with US expansion and breakeven targeted for 2027. - OMV
Clean CCS Operating Result down 10% year-over-year, with strong cash flow and 9.3% dividend yield. - UPM
Strong Q4 cash flow and strategic moves support growth despite lower sales and EBIT. - GSK
7% sales growth and 12% EPS rise, led by Specialty and HIV, with strong 2026 outlook. - UBSG
Net profit surged 56% YoY, with accelerated capital repatriation and robust capital ratios.
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