Sustained inflation in edible oils
Management flagged ~8% inflation in edible oils, which could pressure gross margins if not fully mitigated by price hikes and savings.
Dabur · Material risks, their source context, and severity in the latest available quarter.
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Management flagged ~8% inflation in edible oils, which could pressure gross margins if not fully mitigated by price hikes and savings.
Increased competition from Colgate and in hair oils has led to higher BTL spending, netting off from top line and pressuring gross margins.
Unseasonal rains and a short summer severely impacted beverages and glucose, leading to a ~30% decline in glucose and low single-digit beverage growth.
Analysts raised concerns about reduced disclosures in the investor presentation, which may hinder detailed performance tracking.