#DaburQ1Results #RuralGrowth #AyurvedaBusiness #ConsumerConfidence #IndiaFMCG #DaburPerformance #Q1FY26 #GlobalExpansion
New Delhi – Dabur India Ltd, a leading science-based Ayurveda company, reported a 3% year-on-year rise in consolidated net profit for the first quarter of FY26, reaching ₹514 crore, compared to ₹500 crore in the same quarter last year. Consolidated revenue for the quarter stood at ₹3,405 crore, up by nearly 2% over the previous year.
The quarter was marked by unseasonal rains during peak summer months, which impacted summer-centric categories like beverages and glucose. However, excluding this seasonal portfolio, Dabur’s core business grew by 7%, reflecting resilience and strength across key verticals.
Rural India Leads the Way
According to CEO Mr. Mohit Malhotra, rural markets have now outperformed urban areas for five consecutive quarters, and in Q1 FY26, growth from “Bharat” was 390 basis points higher than urban India in both value and volume terms.
Dabur has continued to expand its distribution footprint, increasing its direct reach to 1.52 million retail outlets, up from 1.45 million a year ago. Its village coverage grew by nearly 10,000 villages, reaching 1.33 lakh villages, and the Yoddha network expanded by 900 members to 19,900.
“While modern trade and emerging channels are helping urban markets recover, rural markets remain our strongest growth engine. We’ve continued to invest in last-mile connectivity and tailor-made product formats to deepen our engagement in these regions,” Mr. Malhotra added.
Category-wise Performance
Dabur reported steady growth across key categories in Q1, despite weather-related disruptions:
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Toothpaste: Led by Dabur Red Paste and Meswak, saw 7.3% growth
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Fruit Juices (Real Activ): 20% growth
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Digestives: 7.7% growth
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Home Care: 10.1% growth
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Skin & Salon: 9.2% growth
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Hair Care: 7% secondary sales growth
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Badshah (Domestic business): 6.5% growth
The company recorded market share gains across 95% of its portfolio. Notable gains include:
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207 bps increase in Real Nectars
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141 bps gain in Juices
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214 bps growth in Hair Oils (total market share now at all-time high of 19%)
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183 bps rise in Air Fresheners
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111 bps increase in Chyawanprash
Strong International Business Performance
Dabur’s international business posted a 13.7% growth in constant currency terms. Region-wise performance:
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UK: 41% growth
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Turkey: 36% growth
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Namaste (US-focused brand): 30% growth
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Sub-Saharan Africa: 20% growth
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MENA (Middle East & North Africa): 10.1% growth
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Bangladesh: 10.2% growth
Margin and Operational Outlook
Despite inflationary pressures, Dabur delivered a 2% growth in operating profit, outpacing its topline growth. This indicates improved efficiency and cost management, along with the strength of its brand portfolio and operational execution.
“Our performance underscores the trust consumers place in our brands and the agility of our teams in responding to market shifts,” said Mr. Malhotra.
Forward Strategy
Dabur’s focus going forward includes:
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Strengthening rural outreach
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Enhancing last-mile connectivity
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Customizing products for regional preferences
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Expanding in high-growth international markets
📌 Key Highlights:
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Net Profit: ₹514 crore (up 3%)
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Revenue: ₹3,405 crore (up 2%)
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Core Business (Ex-Seasonal): 7% growth
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Rural Growth: 390 bps ahead of urban
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Direct Reach: 1.52 million outlets
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Village Coverage: 1.33 lakh villages
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International Growth: 13.7% (constant currency)
