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Informist, Tuesday, Oct. 7, 2025

 

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--Dabur India expects Jul-Sept consol revenue to grow in mid single digits 
--Dabur India: Jul-Sept consol operating profit to rise in line with revenue 
--Dabur India:Sales in Sept hit as consumers deferred purchases post GST cut 
--Dabur India: Nepal ops in Q2 impacted adversely due to political unrest 
--Dabur: Overall intl ops to grow in mid single digit in constant currency 
--Dabur India's 85% of portfolio is at GST rate of 5% 
--Dabur India: Skin care portfolio in Q2 likely to grow in high single digit 
--Dabur India: Hair oils in Jul-Sept likely to grow in mid single digit 
 

 

NEW DELHI – Dabur India Ltd. expects its consolidated revenue for the September quarter to grow in mid-single digit, the company said in an exchange filing Tuesday. The fast-moving consumer goods company expects its consolidated operating profit to rise almost in line with the revenue growth for the quarter.

 

Among the company's various segments, the skincare portfolio in the personal care category is expected to grow in high-single digit, led by Gulabari and the Oxy franchise. Red Toothpaste and Meswak in the oral care category are likely to deliver double-digit growth. In the hair care portfolio, Dabur India expects shampoos to report high-single digit growth for the September quarter, led by Vatika, while the hair oils category is expected to register mid-single digit growth.  

 

 

Under healthcare, key brands such as Dabur Honey, Honitus, the Hajmola franchise, and health juices are likely to register double-digit growth for the September quarter, the company said in the exchange filing. Among food and beverages, the Culinary business is expected to record double-digit growth but the beverage portfolio is likely to be impacted due to higher-than-expected rainfall and floods in July and August, as per the company. Dabur India, however, said its strategy of focussing on the premium 'Activ' range is yielding positive results with the portfolio expected to report over 30% growth for the September quarter.

 

Within the international business, Dabur India said its Nepal business was adversely impacted during the quarter in light of the political unrest in the country. Other key geographies such as West Asia and North Africa, Turkey, and Bangladesh are expected to "perform well." As a result, the company expects its overall international business to post mid-single digit growth in both rupee and constant currency terms.

 

The FMCG major said its e-commerce channel, including quick commerce, is expected to have grown in double digits during Jul-Sept.

 

GST TRANSITION

After sector bellwether Hindustan Unilever Ltd., Dabur India said the recent Goods and Services Tax structure reform led to temporary disruption in trade as customers deferred purchases to benefit from lower maximum retail prices. Distributors and retailers also focussed on liquidating the existing higher-priced inventory which resulted in short-term moderation in sales during the month of September and consequently in the quarter, the company added. Nearly 85% of the company's portfolio now attracts a GST rate of 5%.

 

For the June quarter, Dabur India reported a consolidated net profit of INR 5.14 billion on revenues of INR 34.05 billion. At 1509 IST, shares of the company were marginally lower at 492.85 on the National Stock Exchange.  End

 

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

 

Reported by Shakshi Jain 

Edited by Ashish Shirke

 

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