Chyawanprash-maker Dabur India is set to showcase its earnings report for the quarter ended June on July 31, 2025. The FMCG player is likely to see flat revenue growth as demand trends were benign for the quarter.
According to a Moneycontrol poll of seven brokerages, Dabur India is likely to report revenue at Rs 3,421 crore, higher by 2 percent compared to Rs 3,349 crore in the year-ago period. Net profit for the quarter is likely to come in at Rs 496 crore, mildly lower on a yearly basis, down by 0.9 percent from Rs 500 crore during the corresponding quarter last year.
Earnings estimates of analysts polled by Moneycontrol are in a diverse range. The most optimistic estimate sees Dabur India’s net profit rising by 3 percent, while the most pessimistic projection, rolled out by Kotak Institutional Equities, suggests the net profit could tumble nearly 7 percent on-year.
What factors are impacting the earnings?
Beverages segment: The Beverage portfolio is likely to be impacted during the quarter due to unseasonal rains and a short summer.
Dabur’s CEO had said, “Out-of-home consumption tends to suffer when there are rain spells at the peak of summer. So, categories that ride the summer season including beverages, ice creams and talcum powder will take a hit. We do not expect the June quarter to be strong from a beverages, glucose and cooling hair oil sales perspective due to the unseasonal rains.”
Domestic business: The Indian domestic is expected to decline to mid-single digits due to a short summer and slowdown in urban markets. Demand trends have not witnessed an uptick and were further impacted by weak seasonality. Further, the firm has hinted at a weak Q1 in its earnings call in the previous quarter.
According to Motilal Oswal, the Home and Personal Care (HPC) division is expected to perform well, driven by the oral, home, and skin care categories. Within healthcare, brands such as Dabur Honey, Hajmola, Dabur Honitus, and Dabur Health Juices are expected to post robust double-digit growth.
Volumes: "We anticipate Dabur’s domestic volumes to edge down 2 percent YoY in Q1FY26E (single-digit dip YoY in Q4FY25; up 5.2 percent YoY in Q1FY25) while pricing is likely be negative one percent," said Nuvama.
What to look out for in the quarterly show?
Analysts will be looking forward to commentary on the domestic demand outlook, along with Dabur India's rural expansion plans. Further, the international business performance and distribution expansion plans will also be eyed, coupled with the FMCG player's D2C foray update.
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