Dabur India Limited — Q1 FY25
Dabur India reported a steady Q1 FY25 with consolidated revenue growing 7% YoY in INR terms, driven by 5.2% volume growth in the domestic business.
bullish
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q4 FY24
Mid-to-high single-digit volume growth in FY25
Management targets volume growth of 5-7.5% for FY25, driven by rural recovery and distribution expansion.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q4 FY24
Operating margin target of ~20% in FY25
On a like-to-like basis (excluding legal costs), operating margin is expected to be around 20%, with gradual improvement.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q4 FY24
Legal costs of INR 80-90 crore in FY25
The US legal case will incur similar costs as FY24, around INR 80-90 crore, spread quarterly.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q4 FY24
Double-digit growth target for beverages in FY25
Beverage business targets double-digit growth in FY25, assuming normal summer weather.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1