Dabur · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
100%
Numeric claims
4
Consistency
contradicted
Question ledger
Abneesh Roy · Nuvama
directIn Badshah, I think the performance has been reasonably good. We've been sustaining a good performance for over a couple of quarters now. If you look at the volume growth in Badshah, it's around 16%, which is very high. ... Our gross margins have improved by 500 basis points in Badshah.
Abneesh Roy · Nuvama
directOverall, I think strategy is playing out well. ... we are the number two player now in the market, ahead of our earlier number two player now, and the penetration is also significantly higher. ... Rural is rebounding, and our shampoo portfolio ... has also done very well in this quarter with 14% growth.
Abneesh Roy · Nuvama
directAyurveda has the capability, and I think the technical know-how, which maybe the market leader may not have ... We are planning to roll that out. But the first one is the sensitive one, which is what we are working, Charcoal Toothpaste, which is what we have positioned it on whitening.
Abneesh Roy · Nuvama
directCompetitive intensity has really picked up in the hair oil business. ... Bajaj has become very, very aggressive in the coconut oil category now. ... Our strategy has played out well for us, and we are doing well in coconut oil.
Percy Panthaki · IIFL
directQuarter-on-quarter, since last three quarters, we've seen volume growth from 3% to 4% to now 5%. ... In the month of July also, we've not seen any flattening of volume growth. Volume growth is picking up.
Percy Panthaki · IIFL
directI think Dabur team has done a substantially good job on ground and in execution. ... externally, there has been some tailwind on the rural recovery because all those efforts don't get catalyzed until you have a positive market environment.
Percy Panthaki · IIFL
directOur addressable market, total addressable market is only in the range of around 2%-3% of the overall FMCG. So there are a lot of white spaces which are there in the portfolio, which is what we are trying to plug with innovation. ... I don't think there's any cannibalization per se.
Percy Panthaki · IIFL
directThere is an opportunity. As I just told you, we just finished RGM activity with a very big consultant in India, and we have compared and contrasted our prices of all SKUs across the board with competitor. And any opportunity is that we will not lose, especially in oral care.
Mihir P. Shah · Nomura
directOur 100% juices active is growing by around 21%. ... Our nectar part of the portfolio is the one which is a little bit flagging. ... Our market share in the nectar market has gone up by 332 basis points.
Mihir P. Shah · Nomura
directDoctor advocacy is progressing well, and Philipe is actually leading the charge here. ... As far as growth is concerned, we've got a growth of almost around 9%-10% in this therapeutics vertical and doing well.
Mihir P. Shah · Nomura
directRural is coming back. ... There's a deflation of around 2% that we've seen in the quarter. ... Overall, FMCG market continues to go down. So we have seen a sequential decline from 12 to 9 to 6 to 4, while rural is showing some sort of recovery.
Jaykumar Doshi · Kotak
directTropicana should be 19.3. Now it's 17.3, 300 basis points lower. Minute Maid is down by around 100 basis points. And Real is up by around 330. And B- Natural is down by 280 basis points. It's all syndicated data.
