DABUR / Q4-FY25 / claim-ledger

Audit the questions that mattered.

Dabur · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ4-FY25 · 2025-04-30Back to quarter ↗

Questions audited

12

Answered directly

96%

Numeric claims

3

Consistency

contradicted

Question ledger

What was answered, and how?

Abneesh Roy · Nuvama Wealth

direct

What are McKinsey's initial suggestions and focus areas for Dabur?

The ones which stand out is that we shall weed and feed our portfolio, and portfolio rationalization will happen. A clear exit path for some of the categories which have been non-performers have been identified to release capital.

Abneesh Roy · Nuvama Wealth

direct

What is the confidence level and volume growth guidance for India business in FY26?

We should also end the year with high single-digit, if not double-digit or near double-digit kind of a growth for the full year. That is the guidance that we can give looking at the macroeconomic situation at the moment.

Abneesh Roy · Nuvama Wealth

direct

What is the growth expectation for fruit juice business in FY26?

Growth expectations actually low to mid single-digit as far as this foods, our beverage portfolio is concerned.

Prakash Kapadia · Spark PMS

direct

How is the slowdown impacting rural vs urban, and are GT channel inventory issues resolved?

Our rural and tertiary is growing by around 13%-14%. That is what Nielsen tells us for the quarter four data. ... We corrected the inventory from 30 days to 41 days.

Kunal Vora · BNP Paribas

partial

What is the timeframe for premiumization initiatives and will it impact margins?

The journey should begin as we speak from this quarter onwards. ... We aspire to grow double-digit or near single-digit value growth and also increase our operating margins.

Kunal Vora · BNP Paribas

direct

What went wrong in healthcare and beverages in recent years and is the worst behind?

In healthcare, CAGR is around 7-8%. ... In beverage business, our CAGR is again 10% plus levels. ... We have also corrected our RPI as compared to the Colas.

Kunal Vora · BNP Paribas

direct

Which categories will grow faster than high single-digit to achieve overall target?

We are more confident about HPC as we speak, home care, skin care, oral care. We are on a path of doing corrections in beverages and healthcare.

Harit Kapoor · Investec

direct

What caused the 250 bps gross margin contraction in standalone business?

Inflation is the highest in this quarter in this year. Almost 80% of the inflation of the year has come in this quarter itself, which has impacted this almost 250 basis points itself.

Harit Kapoor · Investec

direct

What was the weighted average pricing in Q4 and expected in Q1?

Overall, it is around 3.5% sort of a price increase that we have taken in quarter four, which will flow through to quarter one.

Harit Kapoor · Investec

direct

How to reconcile premiumization in hair oils with bottom-end competition?

Premiumization is more urban linked for us. e-commerce, quick commerce, all these channels actually help us to get onto the premiumization journey. ... I don't see both of them conflicting with each other at all.

Naveen Trivedi · Motilal Oswal

direct

Why is oral care revenue down 70-80% sequentially?

Not 70-80%. I think it's 10-12% down. ... I think it is a year-on-year that you should be looking at rather than sequential.

Senthil Manikandan · iThought PMS

direct

How is Dabur pitching healthcare products to millennials/Gen Z?

We will be launching modern formats like gummies, powders, etc., which is more targeted towards the new generation. ... Also, we will be targeting new target audiences like geriatric, gym goers, etc.