The stock is currently trading at 16.3 times its estimated earnings for FY19, which means it is available at a discount to the industry average.
We expect improving growth outlook led by demand in rural areas, falling competitive intensity (except for juices) and improvement in international businesses to lead to a re-rating in the stock.
A Reuters’ poll of equity analysts has estimated consolidated profit at Rs 378.3 crore for the Q4 FY18
Net Sales are expected to increase by 5.9 percent Y-o-Y (up 3.1 percent Q-o-Q) to Rs. 2,028 crore, according to HDFC Securities.
Brokerages estimated aggregate revenue growth for the discretionary pack at 13.5 percent, while aggregate volume growth was pegged at 8 percent.
Ambareesh Baliga is of the clear belief that it is time to start buying. “Buy in small quantities; it is time to buy bluechips like ITC, Dabur, HUL,” he said.
Ashwani Gujral of ashwanigujral.com is of the view that one can sell SBI, ICICI Bank, LIC Housing Finance and Adani Enterprises and can buy Dabur India and PC Jeweller.
Mitessh Thakkar of miteshthacker.com is of the view that one can sell Dabur, Siemens and L&T and can buy Ashok Leyland.
We are encouraged with demand pick up in rural market. Sales growth through Dabur's Super stockist channel, which is largely rural, was 26% YoY and augurs well for a company having sales contribution of about 45-50% from rural areas.
Motilal Oswal is bullish on Dabur has recommended buy rating on the stock with a target price of Rs 415 in its research report dated January 31, 2018.
The demand of herbal and Ayurveda oral care products is very robust and could be a sign that in the long-term the herbal story could be substantially bigger than what it is, said Sunil Duggal, CEO, Dabur.
Lalit Malik, CFO, Dabur said they have reduced 9 percent prices of those products where the GST rates were reduced from 28 to 18 percent and it was done last week.
Amazon's 'Global Selling Program' was launched in India in 2015. It offers global access for Indian sellers including entrepreneurs and large brands to sell their products to consumers across markets.
"Subscription-based model is the future for healthcare. It is in pilot stage right now. It is a good experiment which we are doing," Dabur India Executive Director (Consumer Care Business) Krishan Kumar Chutani told reporters here.
The company’s capacity expansion updates and, in particular, its near-term sales guidance make us positive about the stock.
In Tata Power and Ambuja Cement, short additions were near 60 percent and 80 percent. However, the recent short covering has seen closure of some shorts.
Besides, the Burman family-promoted firm is seeking to tap the young consumers who "are increasingly going back to their roots and taking pride in tradition" for its ayurveda and ayurvedic products.
Marico, Godrej Consumer Products and Dabur said they are helping their trade partners to liquidate current inventory to ensure a smooth transition and reduce the loss of sale at the retail level.
Mitessh Thakkar of mitesshthakkar.com advises buying Balkrishna Industries and Dabur India.
Chandan Taparia of Motilal Oswal Securities is of the view that one may buy TVS Motor and Dabur India.
In an interview to CNBC-TV18, Sunil Duggal, CEO of Dabur India spoke about GST and the latest happenings in the company.
Homegrown FMCG major Dabur has expanded its facial bleach range Fem by launching De-Tan Creme Bleach.
FMCG firms Dabur and Emami welcomed the rates on commonly used consumer items stating it would be beneficial but said more clarity is needed to understand overall impact.
"Kareena's vibrant persona, pan-India appeal and her confident attitude makes her a great fit for our brand," Dabur India DGM - Hair Oils, Rajat Nanda said.