Dabur India Limited
1,408words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
INR
12,563
INR
2,316
INR
3,281
1.3%
3.5%
17.2%
19.4%
18.4%
3.6%
4.1%
49.7%
31.3%
Speaking time
1
1
1
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Opening remarks
Beverages
• Real gained 260 bps market share in the J&N category • Premium portfolio comprising Real Activ range and coconut water grew in double digits
Foods
• Foods sustained its strong growth momentum with 14.2% growth y-o-y • Strong performance across Hommade coconut milk, Lemoneez etc
Badshah
• Volume growth of 11%; Entered new markets of Rajasthan and Madhya Pradesh • Product portfolio expansion planned based on regional tastes & preferences Brand Building Initiatives Superior Claims New Communications Ground Activations and Visibility India’s 1st Ayurvedic Toothpaste accepted by IDA Dabur Khajurprash Glucoplus C Dabur Honey – new campaign on weight management Meswak Cool King Talc Real Fizzin Real Mango 3 FINANCIAL HIGHLIGHTS BUSINESS HIGHLIGHTS STRATEGY REFRESH P&L UPDATE Refreshed Vision Accelerate profitable growth 1 Continued confidence & investment in core brands 2 Premiumization and contemporization across categories 3 Bold bets across Health & Wellness spaces 4 Streamlined portfolio - Rationalisation of underperforming products/SKUs, releasing capital to focus on big bets 5 6 GTM 2.0 – Distributor consolidation, optimizing cost to serve, double down on emerging channels and coverage expansion Strategic M&A – Creating a future fit portfolio (e.g. new age healthcare,
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