Dabur · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
88%
Numeric claims
8
Consistency
mixed
Question ledger
Abneesh Roy · Nomura Institutional Equities
directI think the recovery is in the market per se. It is not just Dabur recovery. Rural business across the board actually has recovered... Advertising, we had cut back last year... now inflation is kind of abated... we will be investing money back into advertising for surging demand.
Abneesh Roy · Nomura Institutional Equities
directI think one major change is advocacy, and advocacy not to but also we are doing it to Ayurvedic, but also we've started allopathic also... INR 150 crore are incremental sales, and we put around 500 people feet on street...
Abneesh Roy · Nomura Institutional Equities
directWe are continuously scouting on targets for D2C also... Both Homemade and Badshah are doing well. Badshah has grown by 23%... Homemade brand is growing at around 33%-34%... We are cross-pollinating the portfolio...
Avi Mehta · Macquarie
directNot really. We want to stick to our core and our core capability. As far as oral care is concerned, I think natural is our core, and we will stick to the naturals portfolio... We've launched our Dabur Bae Fresh Gel...
Avi Mehta · Macquarie
partialWe keep a guidance of the same similar band. Till the time we cover up our media investments to a tune of around 8% to 9% of the overall business should be media for us. Till the time, money will keep going into media...
Avi Mehta · Macquarie
directWe 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... This study... is definitely motivated to malign the image of the market leader.
Arnab Mitra · Goldman Sachs
directIndia gross margins have also improved by 80 bps in the quarter, year-on-year. And, you know, therefore, the benefits of deflation in Healthcare and HPC businesses are flowing on into business.
Arnab Mitra · Goldman Sachs
directOverall, beverages will be muted through the quarter because main season was damper. I don't know how the season will pan out to be next year going forward, but I think it will be muted for the full year, beverages.
Arnab Mitra · Goldman Sachs
directInternational business, we've done the changes in distribution last year, and therefore, that got reflected in the Q1. Next quarter should be a full-blown quarter with the distribution changes getting ironed out.
Percy Panthaki · IIFL Securities
directWe guys have grown by around 200 basis points, ever highest market share of 17.4 we've registered in hair oils. I think our Amla portfolio... execution in the market has been absolutely great by the team...
Percy Panthaki · IIFL Securities
evasiveNo, I never gave a guidance of 19%-20%. Yeah, higher end of the guidance, yes. Definitely. I think it'll take us another year... We should remain in the band that we talked about earlier.
Shirish Pardeshi · Centrum
directHealthcare should trend at a double-digit growth. A high single to a double-digit growth is what we should see in Healthcare going forward... Healthcare should give us a high single to a low double-digit growth for the full year.
