Dabur India (DABUR) AGM 2026 presentation summary

Business overview and market position

• Among the top 4 FMCG companies in India, with products consumed by 8 out of 10 households.

• Operates 21 manufacturing facilities and has a distribution network reaching ~8.5 million outlets.

• Strong overseas presence, with 27% of sales from international markets.

• FY26 sales reached INR 13,193 Cr, with a PAT of INR 1,895 Cr.

• Market leadership in key domestic categories like juices, honey, chyawanprash, and hair oils.

Financial performance and growth

• Revenue from operations grew 7x over 20 years, reaching INR 13,193 Cr in FY26.

• PAT increased 9x to INR 1,895 Cr, and market cap rose 10x to INR 72,801 Cr over 20 years.

• FY26 operating profit was INR 2,452 Cr, with an 18.6% operating margin and 14.4% PAT margin.

• Dividend payout ratio stood at 77%, with INR 14.6 Bn paid.

• Q1 FY27 saw consolidated revenue up 10.6% YoY and PAT up 15% YoY.

Brand portfolio and innovation

• Key brands include Chyawanprash, Honey, Real, Hajmola, Vatika, and Red Toothpaste.

• Multiple brands in the INR 1 billion+ revenue club, including Real, Amla, Honey, and Red Toothpaste.

• Innovation contributed 2.1% to sales in FY26, with new launches in health, HPC, and F&B.

• Premium portfolio grew 3x faster than core, with premiumization at 17% of sales.

• Packaging refresh and new product development across domestic and international markets.