Dabur India Q1FY26 Net Profit Rises 2.8% YoY to ₹508.29 Cr; Shares Rise By 1.34%

New Delhi, July 31, 2025: Dabur India Ltd (NSE: DABUR, BSE: 500096) has announced a consolidated net profit increase of 2.8% year-on-year (YoY) for the quarter ended 30th June 2025 (Q1 FY26), reaching ₹508.29 crore. This rise comes as the FMCG major’s revenue from operations grew marginally by 1.7% YoY to ₹3,404.58 crore, primarily driven by moderate expansion in its consumer care and food businesses.

Following the announcement, the shares of the company rose 1.34% or ₹7.00 and closed at ₹529.00.

Key Financial Highlights (Consolidated)

For Q1 FY26, Dabur India’s consolidated revenue from operations stood at ₹3,404.58 crore, marking a 1.7% year-on-year increase compared to ₹3,349.11 crore in Q1 FY25, and a notable 20.3% sequential growth from ₹2,830.14 crore in Q4 FY25. Total income for the quarter reached ₹3,548.55 crore, reflecting a 2.0% YoY rise from ₹3,478.51 crore and a 19.4% sequential increase from ₹2,971.29 crore. The consolidated net profit for Q1 FY26 was ₹508.29 crore, up 2.8% YoY from ₹494.35 crore in Q1 FY25 and a substantial 62.5% quarter-on-quarter increase from ₹312.73 crore in Q4 FY25. The Earnings Per Share (EPS) for the quarter was ₹2.90, compared to ₹2.82 in Q1 FY25 and ₹1.81 in Q4 FY25.

Segment-Wise Revenue (Q1FY26)

In Q1 FY26, the Consumer Care segment remained the primary growth engine for Dabur, generating revenue of ₹2,704.92 crore, which represents a 5.4% year-on-year growth from ₹2,567.18 crore in Q1 FY25. The Food Business, however, experienced a decline of 11.7% YoY, with revenues of ₹620.86 crore compared to ₹703.19 crore in Q1 FY25. Similarly, the Retail Business also saw an 11.6% YoY decrease, contributing ₹26.16 crore against ₹29.59 crore in Q1 FY25. Conversely, Other Segments showed positive growth, with revenue rising 9.2% YoY to ₹43.84 crore from ₹40.14 crore. While the food and retail verticals declined year-on-year, they showed signs of sequential recovery.

Standalone Performance

On a standalone basis for Q1 FY26, Dabur India reported revenue from operations of ₹2,469.51 crore, a slight decrease of 1.8% compared to ₹2,514.16 crore in Q1 FY25. Despite this minor revenue dip, the standalone net profit saw a modest 0.5% increase year-on-year, reaching ₹407.41 crore from ₹405.39 crore. This was largely attributed to standalone margins holding steady, supported by a marginal reduction in total expenses.

Management Commentary

The Board confirmed allotment of 13.72 lakh equity shares under its ESOP scheme during the quarter. The company stated that results reflect “stability in core businesses and early signs of revival in discretionary consumption.”

Strategic Outlook

Dabur’s strategic outlook for the future includes a continued focus on innovation, particularly through enhancing its portfolio of Ayurvedic and herbal products. The company also benefited from a recovery in its International Business, especially in markets like Egypt and the MENA (Middle East and North Africa) region, which supported overall growth. Furthermore, operational efficiency played a key role, with gross margin improvement being aided by softening input costs.

Insights For Investors 

• Modest Profit Growth: Consolidated net profit rose 2.8% YoY to ₹508.29 crore, signalling steady performance amid a mixed demand environment.
• Stable Revenue Trajectory: Revenue from operations grew marginally by 1.7% YoY to ₹3,404.58 crore, driven by strength in the Consumer Care segment.
• Consumer Care Drives Growth: The Consumer Care segment rose 5.4% YoY, reaffirming its position as the core business engine for Dabur.
• Food & Retail Weakness: The Food Business and Retail segments declined 11.7% and 11.6% YoY, respectively, though they showed sequential improvement.
• Sequential Recovery: Despite flat YoY growth, strong quarter-on-quarter rebounds in both revenue and profit (up 20.3% and 62.5%, respectively) indicate positive momentum.
• Operational Efficiency: Improved gross margins due to softening input costs and controlled expenses contributed to profitability.
• International Boost: Growth in international markets like Egypt and MENA supported overall earnings, providing geographical diversification.
• Strategic Focus on Innovation: Continued investments in Ayurvedic and herbal products may help Dabur capture growing health-conscious consumer demand.
• Market Reaction: Shares rose 1.34% post-earnings, reflecting investor optimism on stability and recovery signs.

Road Ahead For Dabur India

Dabur India is expected to maintain steady growth by leveraging its strong Consumer Care portfolio and expanding its Ayurvedic and herbal product range. The company’s focus on innovation and operational efficiency, along with softening input costs, should support margin stability. Recovery in international markets, especially in MENA and Egypt, adds diversification and revenue strength. Although challenges remain in the food and retail segments, sequential improvement points to a gradual revival. Dabur’s strategic investments and brand strength position it well for long-term, sustainable growth.

About Dabur India Ltd.

Dabur India Ltd, listed on both the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE), is a leading Fast-Moving Consumer Goods (FMCG) company. It is widely recognised for its extensive range of Ayurvedic and natural healthcare products. The company operates globally across various segments, including consumer care, food, and retail, and boasts a significant international presence with subsidiaries in more than a dozen countries.

REF:https://nsearchives.nseindia.com/corporate/DABURIN_31072025145916_RESULTS.pdf

Disclaimer:  At HDFC SKY, we take utmost care and due diligence in curating and presenting news and market-related content. However, inadvertent errors or omissions may occasionally occur.

If you have any concerns, questions, or wish to point out any discrepancies in our content, please feel free to write to us at content@hdfcsec.com.

Please note that the information shared is intended solely for informational purposes and does not make any investment recommendations