Middle East geopolitical headwinds impacting international business
War in West Asia is causing supply chain disruptions, inflation, and demand decline in the Middle East, which constitutes 30-35% of international business.
DABUR / Q4-FY26 / 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
El Niño risk to summer-sensitive categories
Unseasonal rains could impact beverages and glucose portfolios, which are heavily dependent on summer demand.
Input cost inflation may pressure margins if price increases lag
Crude-linked raw material and packaging costs are rising ~10%, and while price increases are planned, sustained inflation could erode margins if not fully passed through.
Nielsen data showing FMCG growth moderation
Management noted a dichotomy between strong company results and Nielsen data showing sequential FMCG growth moderation, which could indicate broader demand slowdown.