Dabur India Ltd
Dabur India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹3,038Cr
- +7.3% YoY
- Net profit
- ₹362Cr
- +15.7% YoY
- Margin
- 15%
- 0 pp YoY
Guidance rank: #6 of 8 in Personal Products
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Dabur India Ltd Q4 FY26 key numbers
- Revenue
- Beverage portfolio (including coconut water) growing fast; coconut water at 100% growth, targeting INR 150-200 crores ARR.
As stated in Dabur India Ltd's Q4 FY26 earnings call transcript · published 23 Jun 2026. Reported figures, not investment advice.
The short version
Quick commerce channel salience surged from 50% in Q3 to 75% in Q4; growth rate in this channel is about 50%. Dabur India is committed to margin expansion going forward, prioritizing margin over excessive advertising spends amid inflationary pressures (Page 14).
From Dabur India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Quick commerce channel salience surged from 50% in Q3 to 75% in Q4; growth rate in this channel is about 50%.
- HPC (Health and Personal Care) expected to grow at double-digit, potentially high teens, led by new initiatives and premiumization.
- Food and beverages targeted for double-digit growth, subject to weather conditions like monsoon.
- Beverage portfolio (including coconut water) growing fast; coconut water at 100% growth, targeting INR 150-200 crores ARR.
- El Nino impact uncertain; if severe summer happens, expect double-digit growth in beverages and glucose segments due to low base.
- Overall India business sees growth revision from high single digit to high single to low double-digit due to pricing and volume mix.
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Profitability & Margins
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Capital Expenditure Plans
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Top-ranked in Personal Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Dabur India Ltd — Quarterly revenue & net profit
Dabur India Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 3,038 | 2,830 | +7.3% | 3,559 | -14.6% |
| Operating profit (EBITDA) | 461 | 427 | +8% | 734 | -37.2% |
| Operating margin | 15% | 15% | 0 pp | 21% | -6 pp |
| Profit before tax | 474 | 412 | +15% | 711 | -33.3% |
| Net profit (PAT) | 362 | 313 | +15.7% | 554 | -34.7% |
| EPS (₹) | 2.08 | 1.81 | +14.9% | 3.16 | -34.2% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹3.6K Cr, net profit ₹499 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Dabur India's management said in earlier quarters
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Revenue growth momentum is strong, with a 21% increase for the full year FY26 and a 30% top-line growth noted in Q4. Key concall takeaways from Bajaj Consumer…
Potential multibaggers · Q2 FY27
Potential multibaggers in Personal Products
on management's own guidance
- Strong growth2
- Strong growth1
- Honasa ConsumerGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Dabur India Ltd Q4 FY26 results?
Quick commerce channel salience surged from 50% in Q3 to 75% in Q4; growth rate in this channel is about 50%. Dabur India is committed to margin expansion going forward, prioritizing margin over excessive advertising spends amid inflationary pressures (Page 14).
What is Dabur India Ltd share price analysis?
Dabur India Ltd currently shows a neutral. The stock trades at a P/E of 37.0 with a market cap of ₹73,442 Cr. Investors should review the full earnings analysis for detailed insights.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.