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Informist, Monday, Jan. 5, 2026

 

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--Dabur India: Expect consol revenue to grow in mid single digit in Oct-Dec 
--Dabur India: Expect Oct-Dec consol net profit to grow faster than revenue 
--Dabur India: India home, personal care ops to grow in double digits in Q3 
--Dabur India: Healthcare business to report low single digit growth in Q3 
--Dabur India: Expect intl ops to grow near double digit in rupee terms Q3

 

NEW DELHI – Fast-moving consumer goods major Dabur Ltd. Monday said its consolidated revenue for the recently concluded December quarter is expected to grow in mid-single digits and its operating profit and profit after tax are likely to grow comparatively faster. "Favourable macroeconomic conditions and recent tax reforms are expected to support a sustained recovery in demand and improvement in revenue trajectory in the coming quarters," the company said in an exchange filing detailing its performance during the December quarter.

 

Full transmission of the cut in goods and services tax spurred early signs of demand recovery in the FMCG segment in the final quarter of 2025, Dabur said. Consumer sentiment in urban India improved after distributors and retailers liquidated existing higher-priced inventory in October; however, rural areas continued to outpace growth in urban areas in the December quarter. 

 

The company expects organised trade channels to maintain a strong growth momentum and e-commerce, which includes new-age quick commerce operations, to grow in strong double-digit in the quarter ended December.

 

Dabur expects its home and personal care segment to grow in double-digit in India, driven by strong growth in the hair oil and oral care categories. "Majority of the portfolio continued to outpace category growth and is expected to register market share gains during the quarter," Dabur said. Brands in this portfolio include the Dabur Amla franchise, Dabur Almond, Dabur Anmol, Dabur Red Toothpaste, and Meswak.

 

The company's healthcare portfolio is expected to improve sequentially in the December quarter and report a low-single digit growth. Dabur expects a near 10% growth in Dabur Honey and over 15% on-year growth in Honitus and health juices brands. "While primary sales growth for Dabur Chyawanprash is expected to be muted, secondary sales remain positive, supporting potential market share gains. Aided by an extended winter, we expect Chyawanprash to gain momentum in the month of January 2026," the company said.

 

Dabur expects its culinary business to record a double-digit growth in the December quarter. However, its nectars and drinks portfolio, part of its larger beverages portfolio, is expected to report a 'muted' performance due to 'adverse seasonality'. 
 

The company expects its international business to report a near double-digit growth in rupee terms for the December quarter, driven by good performance in geographies such as West Asia and North Africa, Turkey, and Bangladesh. 

 

For the September quarter, Dabur India reported consolidated net profit of INR 4.53 billion on revenue of INR 31.91 billion. Monday, its shares closed 0.3% lower on the National Stock Exchange at INR 521.20 apiece.  End

 

Reported by Anand JC

Edited by Akul Nishant Akhoury

 

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