Dabur India Limited
2,677words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
INR
11,000
INR 11,530
5.9%
10%
INR 8,684
6.2%
11%
INR 2,164
4.0%
18.8%
INR 1,707
INR 1,718
Speaking time
2
2
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Opening remarks
Amortization
Amortization (impact on Net Profit after minority)* 11 0 Profit before exceptional items and amortization (Pbeia) 1,718 1,824 (5.8%) *Amortization flowing to Depreciation & Amortization in P&L: INR 21.87 cr FY23 – Domestic FMCG Growth – By Verticals Sales Contribution by Verticals FY22 FY23 Healthcare Home & Personal Care (HPC) Food & Beverage (F&B)* 3-year CAGR: 9% 3-year CAGR: 9% 3-year CAGR: 22% 2,645 2,772 2,581 2,006 2,964 3,245 3,657 3,846 1,724 1,326 946 891 32% 5% (7%) 9% 13% 5% (6%) 49% 30% FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY23 FY20 FY21 FY22 FY23 *F&B doesn’t include Badshah FY23 – International Business Performance FY22 Others 2.3% International 26.0% Sales Contribution FY23 Others 3.6% International 25.1% Domestic 71.7% Domestic 71.3% International Business grew by 11% in CC terms (2.2% in INR terms) FY23 Constant Currency Growth % 90.0% 28.4% (11.7%) 9.5% (3.7%) 10.7% MENA Egypt SSA Consol Namaste Turkey SAARC AGENDA 1 FY23 Performance Summary 2 3 4 Q4 FY23 – Performance
Amortization
Amortization (impact on Net Profit after minority)* 11 0 Profit before exceptional items and amortization (Pbeia) 312 379 (17.7%) *Amortization flowing to Depreciation & Amortization in P&L: INR 21.87 cr AGENDA 1 FY23 Performance Summary 2 3 4 Q4 FY23 – Performance Summary FY23 & Q4 FY23 – Business Highlights ESG & Dividend Update FY23 & Q4 FY23 | Business Highlights – Healthcare Health Supplements Digestives OTC & Ethicals FY23 Growth % (12.4%) 10.4% FY23 : 3-year CAGR 8.1% Q4 FY23 Growth % (3.3%) Q4 FY23 : 3-year CAGR 8.1% 8.3% 5.6% 8.6% (4.2%) 12.3% (0.4%) 13.6% • Health Supplements lapping • The portfolio saw strong growth • OTC business recorded flattish high bases of Covid years, during FY23 on a high base of performance in FY23 on account leading to 3-year FY CAGR of 8.1% 12.6% growth of high covid base- Honitus & Category Highlights • Market share gains continue in • FY Growth driven by Hajmola and Chyawanprash and Honey Pudin Hara franchises categories Shilajit portfolios post
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