GST transition disruption may extend into October
Management noted that old-price inventory is still being flushed out, impacting October sales for the first 15-16 days.
DABUR / Q2-FY26 / risks
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Material risks this quarter
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Inverted duty structure from GST rate cuts may pressure margins
CFO highlighted a 1.25-1.5% gap between output and input GST rates, which could require price increases or cost renegotiations.
Geopolitical risk in Nepal and US tariffs
Nepal business declined 15% due to political disturbance; US tariffs impacted Badshah exports. Management noted these as unforeseen headwinds.