Q1-FY24 · Mohit Malhotra
We stand by the purity of Dabur Honey. Our every single batch of Dabur Honey is dispatched from a factory, it complies with all FSSAI parameters.
DABUR / language trends
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Dabur · tone and specificity signals across the available quarters.
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Q1-FY24 · Mohit Malhotra
We have gained 200 basis points of improvement in the growth as far as the natural category is concerned.
Q1-FY24 · Mohit Malhotra
We have money sitting in our balance sheet for acquisition purposes. We are continuously scouting on targets for D2C also.
Q1-FY25 · Mohit Malhotra
Our strategy of focusing on herbal categories, driven by Dabur Red toothpaste, has proven to be highly successful.
Q1-FY25 · Mohit Malhotra
We are the lead indicator, I would imagine, that we would be for the rural consumption.
Q1-FY25 · Mohit Malhotra
Our secondary sales have been higher than our primary sales. To that extent, the inventory levels of the stocks is actually depleted down.
Q1-FY26 · Mohit Malhotra
The quarter witnessed sequential improvement in domestic and international markets despite challenges posed by unseasonal rainfall and geopolitical headwinds.
Q1-FY26 · Isha Lamba
We have streamlined certain disclosures in the investor presentation, but this has been based on benchmarking with industry peers.
Q1-FY26 · Mohit Malhotra
We are working towards significant improvement of operating margin as compared to last year.
Q2-FY24 · Mohit Malhotra
We are pretty confident to what guidance we had given to the market of 19.5%. We'll be either at that or even better that also.
Q2-FY24 · Mohit Malhotra
This litigation is against the entire hair relaxer industry players... Namaste disputes the same and stands by the safety of its products.
Q2-FY24 · Mohit Malhotra
The trajectory of rural is only getting positive as you are lapping over the lower bases, and those lower bases will continue for some time.
Q2-FY25 · Mohit Malhotra
This was a necessary step to enhance the profitability of our GT distributors and ensure long-term health and hygiene of our business.
Q2-FY25 · Mohit Malhotra
We have been a little collateral damage in this cola war for the past six months or so.
Q2-FY25 · Mohit Malhotra
The real rationale for acquisition is we are a INR 2,000 crore business, and we want to solidify this business, and it's a core business, and we have market shares of 16%, and we have huge headroom for growth in terms of market share gain.
Q2-FY26 · Mohit Malhotra
GST impact is in the range of around INR 100 crore, give or take for us, which is in the range of around 3%-4% for us.
Q2-FY26 · Mohit Malhotra
We are looking at saving initiatives also in the first half, saving initiatives in the range of around INR 60 odd crores.
Q2-FY26 · Mohit Malhotra
We are pleased to announce the launch of Dabur Ventures with capital allocation of INR 500 crore over the next few years.
Q3-FY24 · Mohit Malhotra
Our rural growth is in the range of around 6-6.5% as compared to urban, which is around 3.8%, which consolidates around 5% growth.
Q3-FY24 · Mohit Malhotra
We remain committed to exiting the year with a run rate of INR 500 crore from our foods portfolio, including Badshah.
Q3-FY24 · Ankush Jain
The expansion in margins will continue, albeit at a slightly faster pace in Q4.
Q3-FY25 · Mohit Malhotra
We are committed to driving profitable growth through strategic investments in brands, innovations, and operating efficiency aimed at delivering sustainable value and strengthening our leadership in the FMCG sector.
Q3-FY25 · Mohit Malhotra
When the pie is not growing, it's a fight, and competitive intensity moves up.
Q3-FY25 · Mohit Malhotra
We have partnered with leading consultancy firm McKinsey & Company to refine and align our strategy for the next three years in line with evolving dynamics.
Q3-FY26 · Mohit Malhotra
We outpaced the category growth and gained market shares of 193 pips with overall volume market share touching all-time high of 20%.
Q3-FY26 · Mohit Malhotra
The herbal segment grew 530 basis points ahead of non-herbal segment highlighting a strong and sustained consumer shift towards the natural and herbal oral care products.
Q3-FY26 · Ankush Jain
We are targeting a high single digit to a low double digit growth next year and with operating margin improvement over current year because we want to go back to our erstwhile 20% operating margin.
Q4-FY24 · Mohit Malhotra
Rural grew ahead of urban for the first time in last three years.
Q4-FY24 · Mohit Malhotra
We are optimistic that with the expected normal monsoon and improving macroeconomic indicators, FMCG demand will see a gradual uptick, primarily driven by rural that augurs well for Dabur.
Q4-FY24 · Mohit Malhotra
We've been able to achieve corporate separatedness of Dabur International and Dermoviva from Namaste. So no Dabur entity is involved in it, including Dabur International and Dermoviva, only Namaste is involved, which is less than 1% of our turnover.
Q4-FY25 · Mohit Malhotra
Our ambition is to achieve a sustainable double-digit CAGR by financial year 2028 in both top line and also bottom line.
Q4-FY25 · Mohit Malhotra
We shall weed and feed our portfolio, and portfolio rationalization will happen. A clear exit path for some of the categories which have been non-performers have been identified to release capital.
Q4-FY25 · Mohit Malhotra
We are a plastic positive company. In a sense, we are recycling more of plastic than what we are consuming ourselves.
Q4-FY26 · Mohit Malhotra
We are quite unhappy with this performance because entire HPC portfolio has grown by 17% with this being an outlier... oral care only where we've seen a muted performance of around 6-7% growth.
Q4-FY26 · Mohit Malhotra
We are committed to increasing our margins going forward... we will prioritize our margin to our media going forward while we are committed to doing more media.
Q4-FY26 · Mohit Malhotra
If the summer turns out to be acute this will do very well. If not because of the low basis still we'll be better off than last year in any case.