Dabur India (DABUR) Q4 25/26 earnings summary

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; full-year revenue reached ₹13,192.57 crore.

• Net profit for the year was ₹1,868.69 crore, with Q4 PAT up 15.1% year-over-year (10.1% excluding one-time gain).

• Strong double-digit growth in haircare, home care, skincare, and key brands like Amla, Vatika, Real Activ, Dabur Honey, and Hajmola.

• Market share gains across major categories despite headwinds from unseasonal rains and Middle East disruptions.

• Statutory auditors issued an unmodified opinion on both consolidated and standalone results.

Financial highlights

• Operating profit increased 8.2% year-over-year; reported PAT grew 15%, with standalone net profit up 18% and margin expansion of 110 bps.

• EBITDA for FY 2026 was ₹2,475.53 crore, up from ₹2,271.08 crore; EBITDA margin improved to 21.0% consolidated and 21.8% standalone.

• Earnings per share (basic) for FY 2026 was ₹10.69, compared to ₹9.97 in FY 2025.

• Total dividend for the year reached INR 8.25 per share (INR 1,463.3 crore); board proposed a final dividend of ₹5.50 per share (₹975.53 crore) for FY 2025-26.

• Net profit margin for FY 2026 was 14.16%, up from 13.85%.

Outlook and guidance

• Guidance revised from high single-digit to low double-digit revenue growth for FY27, driven by both volume and price increases.

• Margins targeted to improve year-over-year through pricing, product mix, and cost-saving initiatives.

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

• Continued focus on market share gains, brand investments, and digital/influencer campaigns.