DABUR

Delivers Broad-Based Growth in Q4FY26

reported a 15.75% YoY rise in consolidated net profit to ₹362 crore for Q4FY26, supported by broad-based growth across domestic and international businesses. Revenue from operations grew 7.34% YoY to ₹3,038 crore, reflecting resilient demand and disciplined cost management despite inflationary pressures and geopolitical disruptions. Financial Highlights (Q4FY26) Net profit: ₹362 crore vs ₹313 crore (+15.75% YoY). Revenue from operations: ₹3,038 crore (+7.34% YoY). Total income: ₹3,213 crore (+8.13% YoY). Total expenses: ₹2,738 crore (+7% YoY). Standalone revenue: ₹2,132 crore (+8.5% YoY). India FMCG operating profit: +12.5% YoY; underlying volume growth 6%. Segmental Performance Domestic FMCG: Strong execution and brand-led engagement drove growth. International business: +15.2% YoY despite West Asia headwinds; led by Sub‑Saharan Africa (+20%), UK & EU (+10%), MENA (+5.6%), and Bangladesh (+22%). Global contribution: ~25% of total revenue. Management Commentary CEO Mohit Malhotra highlighted Dabur’s agility amid inflation and freight cost pressures, citing proactive supply chain diversification, alternative routes to key geographies, and calibrated price increases. He emphasized resilient performance supported by disciplined cost controls and strong consumer engagement. Market Trends Rural demand: Outpaced urban consumption, rising 350bps in Q4FY26. Urban recovery: Gap narrowed significantly vs December 2025, signaling balanced consumption. Outlook: Management expects rural momentum to continue through FY27. Conclusion Dabur’s Q4FY26 results underscore steady growth and operational resilience amid global volatility. Strong domestic execution, diversified international exposure, and proactive supply chain management position the company well for sustained expansion. Continued rural strength and brand-led innovation remain key growth levers for FY27.