Dabur’s foods business, comprising ‘Hommade’ and ‘Badshah’ brands, is expected to post double-digit growth
The shares of Dabur India Limited were trading at ₹465 down by ₹30.75 or 6.20 per cent on the NSE today at 11.30 am.
Dabur India Limited, one of India’s leading FMCG companies, has projected flat consolidated revenue for the quarter ended March 31, 2025 (Q4 FY25), according to the company’s recent performance update.
The company reported that while its international business is likely to achieve robust double-digit growth in constant currency terms, particularly in key markets including the MENA region, Egypt, and Bangladesh, its domestic FMCG business is expected to decline in mid-single digits.
Rural markets demonstrated resilience and outperformed urban markets during the quarter. In distribution channels, organised trade including modern trade, e-commerce, and quick commerce maintained growth momentum, while general trade continued to face pressure. Overall FMCG volume trends remained subdued throughout the quarter.
The foods business, comprising ‘Hommade’ and ‘Badshah’ brands, is expected to post double-digit growth. However, delayed and truncated winters coupled with an urban market slowdown negatively impacted India’s broader FMCG business performance.
Dabur anticipates its Q4 operating profit margin to contract by approximately 150-175 basis points year-over-year, primarily due to inflation and operating deleverage. Despite these challenges, the company remains focused on driving profitable growth through brand building, enhanced go-to-market strategies, and operational efficiency improvements.
Established 139 years ago, Dabur India operates nine power brands across healthcare, personal care, and foods categories. In FY 2023-24, the company recorded consolidated revenue of ₹12,404 crore and profit after tax of ₹1,843 crore.
The company expects recent Union budget incentives to stimulate consumption and facilitate recovery in the FMCG sector, positioning Dabur to capitalise on future growth opportunities.
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Published on April 3, 2025
