Dabur India (DABUR) investor relations material

Executive summary

• Consolidated revenue grew 7.3% year-over-year in Q4 FY26, with domestic FMCG up 9.5% and international revenue up 2.5% in INR terms.

• Net profit for the year was ₹1,868.69 crore, with PAT up 15.1% year-over-year (10.1% excluding one-time gain).

• Strong double-digit growth in key brands and categories, including hair oils (28%), shampoos (20%), home care (24%), honey (20%), and health juices (30%).

• Market share gains across major categories despite headwinds from inflation, unseasonal rains, and geopolitical disturbances.

• Board proposed a final dividend of ₹5.50 per share, totaling ₹975.53 crore for FY 2025-26.

Financial highlights

• Operating profit increased 8.2% year-over-year; reported PAT rose 15%.

• EBITDA margin improved to 21.0% (consolidated) and 21.8% (standalone); net profit margin for FY 2026 was 14.16%.

• Earnings per share (basic) for FY 2026 was ₹10.69.

• Total dividend for the year reached INR 8.25 per share, totaling INR 1,463.3 crore.

• Hair oil, Odonil, Hajmola, and honey market shares increased significantly.

Outlook and guidance

• Sustained growth expected in HPC and healthcare portfolios, with sequential acceleration in India business.

• Double-digit growth targeted for food and beverages, contingent on favorable weather.

• High single to low double-digit revenue growth guided for FY27, with margin improvement planned.

• Continued focus on market share gains, brand investments, and digital engagement.

• Board approved audited results and proposed a final dividend, indicating confidence in ongoing performance.