Competitive intensity in beverages
Beverage segment faces heightened competition from Campa Cola and others, with management expecting only low to mid-single-digit growth in FY26.
DABUR / Q4-FY25 / risks
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Dabur · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Gross margin pressure from inflation and recycled plastic mandate
Inflation and inability to fully pass through price increases led to 240bps gross margin contraction. Upcoming recycled plastic regulations could further pressure margins.
Slow recovery in healthcare and beverages
Healthcare sales remain at FY21 levels, and beverages face structural challenges. Recovery is expected to be gradual, with no quick turnaround.