DABURNSEQ2 FY26October 30, 2025

Dabur India Limited

1,419words
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Key numbers — 40 extracted
95%
HIGHLIGHTS OF Q2 Key Positives and Operating Headwinds in Q2 Key Positives Operating Headwinds 95% of the Portfolio gained market share Trade witnessed temporary disruptions post GST reforms annou
66%
nsumption of Beverages Operating margin expansion inflation inspite of GST rate reductions in ~66% of the India portfolio likely to boost consumption Input cost escalation in key raw materials 4
20%
Hair Oils Ayur Proprietary Shampoo Glucose 66% portfolio benefitted from GST rate reduction 20% 66% ~86% No Change (5% GST) GST cut from 12/18% to 5% Now at “5% tax” bracket • Passed on
86%
Ayur Proprietary Shampoo Glucose 66% portfolio benefitted from GST rate reduction 20% 66% ~86% No Change (5% GST) GST cut from 12/18% to 5% Now at “5% tax” bracket • Passed on the benefit
5%
ry Shampoo Glucose 66% portfolio benefitted from GST rate reduction 20% 66% ~86% No Change (5% GST) GST cut from 12/18% to 5% Now at “5% tax” bracket • Passed on the benefit of reduced GST
18%
portfolio benefitted from GST rate reduction 20% 66% ~86% No Change (5% GST) GST cut from 12/18% to 5% Now at “5% tax” bracket • Passed on the benefit of reduced GST rates to consumers • Com
5.4%
TS – Q2 & H1 FY26 Q2 FY26 Financial Highlights Revenue Growth Consolidated Revenue India FMCG* 5.4% YoY Growth 5.7% YoY Growth 2% India Volume Growth International 7.7% YoY Growth in INR Terms
5.7%
Q2 FY26 Financial Highlights Revenue Growth Consolidated Revenue India FMCG* 5.4% YoY Growth 5.7% YoY Growth 2% India Volume Growth International 7.7% YoY Growth in INR Terms 5.5% YoY CC Grow
2%
Highlights Revenue Growth Consolidated Revenue India FMCG* 5.4% YoY Growth 5.7% YoY Growth 2% India Volume Growth International 7.7% YoY Growth in INR Terms 5.5% YoY CC Growth Operating Pr
7.7%
ed Revenue India FMCG* 5.4% YoY Growth 5.7% YoY Growth 2% India Volume Growth International 7.7% YoY Growth in INR Terms 5.5% YoY CC Growth Operating Profit Profit After Tax Operating Profit
5.5%
YoY Growth 5.7% YoY Growth 2% India Volume Growth International 7.7% YoY Growth in INR Terms 5.5% YoY CC Growth Operating Profit Profit After Tax Operating Profit and PAT Growth +6.4% YoY Growt
6.4%
NR Terms 5.5% YoY CC Growth Operating Profit Profit After Tax Operating Profit and PAT Growth +6.4% YoY Growth +20 bps Margin Expansion +6.5% YoY Growth +20 bps Margin Expansion * India FMCG busi
Speaking time
Series launched
1
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Opening remarks
Series launched
Meswaknama Chetan Goel x Odonil Gel Pocket Keep It Real, with Real Greetings - Rakhi Campaign Dabur Amla x Teacher’s Day (AI Campaign) 18 PROFIT & LOSS STATEMENTS 19 PROFIT & LOSS STATEMENTS Q2 FY26 CONSOLIDATED P&L In INR crores Revenue from operations Material Cost Employee expense Advertisement and publicity Other Expenses Operating Profit % of Revenue EBITDA (inc Other income) % of Revenue Net profit for the period/year (after minority) % of Revenue Q2 FY26 3,191.3 1,613.5 347.9 233.6 408.3 588.1 18.4% 728.2 22.8% 452.6 14.2% Q2 FY25 3,028.6 1,534.3 338.8 225.6 377.3 552.6 18.2% 704.1 23.2% 425.0 14.0% Y-o-Y (%) 5.4% 5.2% 2.7% 3.5% 8.2% 6.4% 3.4% 6.5% 20 PROFIT & LOSS STATEMENTS Q2 FY26 STANDALONE P&L In INR crores Revenue from operations Material Cost Employee expense Advertisement and publicity Other Expenses Operating Profit % of Revenue EBITDA (inc Other income) % of Revenue Net profit for the period % of Revenue Q2 FY26 2,234.8 1,179.7 213.4 172.2 245.5 424.0 19.0% 530 23.7% 3
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