Intense competition in hair oils
Bajaj and Emami have become aggressive in coconut oil, leading to margin squeeze and price corrections. Dabur's Sarson Amla underperformed due to softening mustard oil prices.
DABUR / Q1-FY25 / risks
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Material risks this quarter
high
Pricing pressure in juices/nectars from cola wars
Price premium of nectars vs colas widened from 2.2x to 3.2x due to aggressive pricing by new cola entrants, impacting nectar growth despite market share gains.
Currency devaluation in international markets
Currency devaluation in Egypt, Nigeria, and Turkey impacted INR growth despite strong constant currency performance. CFO expects overlap by Q3.
South India remains under pressure
While rural recovery is visible in UP, Bihar, and Central India, South India continues to face demand weakness, which could weigh on overall growth.