Dabur India Ltd on Thursday released its fiscal first quarter earnings report with profit at Rs 508.29 crore, beating estimates. This was 2.82 per cent higher than Rs 494.35 crore recorded during the corresponding quarter of FY25. It posted revenue from operations at Rs 3,404.58 crore, reporting a marginal growth of 1.66 per cent as against Rs 3,349.11 crore recorded during the first quarter of previous financial year. The company EBITDA stood at Rs 667.8 crore.
According to a CNBC TV18 poll, Dabur was expected to post Q1 profit at Rs 497 crore and revenue for the quarter was estimated at Rs 3,420 crore.
In a regulatory filing, Dabur said that the performance of the company’s summer-centric portfolio, particularly in categories like beverages, was impacted by unseasonal rains during peak summer months. Excluding this seasonal portfolio, the business grew by 7 per cent in Q1 of 2025-26.
“This performance was anchored by solid market share gains across 95% of our portfolio, reflecting the trust of our consumers, the resilience of our brands and the agility of our teams to navigate challenges and deliver ahead of expectations,” Mohit Malhotra, Chief Executive Officer, Dabur India, said.
Dabur Q1 Results: Rural vs urban
For Dabur, rural markets have outperformed urban for the five consecutive quarters. This quarter too, the growth from the rural region stood 390 bps ahead of urban India, both in value and volume terms.
Dabur has an expansive distribution footprint with direct reach surging by 63,000 outlets year-on-year, now spanning 1.52 million outlets, up from 1.45 million in Q1 FY25. The FMCG firm’s village coverage expanded by around 10,000 villages, reaching 1.33 lakh villages, while the Yoddha network grew by around 900 members to 19,900 Yoddhas.
“While urban markets, riding on the strong performance of Modern Trade and emerging channels, have shown signs of sequential improvement, it still lags rural growth. We recognize that rural consumers are the growth engine for us,” Mohit Malhotra said.
Dabur Q1 Results: Growth across categories
During the quarter in review, Dabur posted steady growth across key verticals like Digestives, Toothpaste, Hair Care, Skin Care, and Home Care. However, unseasonal rains during peak summer months impacted the performance of its summer-centric portfolio particularly in categories like beverages and Glucose. This was cushioned by a diversified product mix and agile supply chain.
– Dabur’s Toothpaste business reported a 7. 3% growth during the first quarter. This was attributed to growing demand for Dabur Red Paste and Meswak brand.
– The 100% Fruit Juice portfolio under the Real Activ brand grew by 20 per cent, while the Digestives portfolio grew by 7.7 per cent.
– The Home Care business posted a 10.1 per cent jump. The Skin & Salon portfolio also grew by 9.2 per cent while the Hair Care business posted a 7 per cent secondary growth during the quarter. The domestic Badshah business grew by 6.5 per cent in Q1.
Dabur Q1 Results: International business growth
Dabur’s International Business reported a 13. 7 per cent growth in constant currency terms. The UK business reported a 41 per cent growth while the Turkey business grew by 36 per cent. The Namaste business grew by 30 per cent, Sub-Saharan Africa grew by 20 per cent, and MENA reported a 10.1 per cent growth. The Bangladesh business also reported a 10. 2 per cent constant currency growth.