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Mint

Dabur's September-quarter update pours cold water on market hopes

Dabur India has flagged significant challenges that could affect its September-quarter results, including projected revenue decline and rising inventory levels. Despite these issues, its international segment is expected to grow, while the company prepares for potential recovery in rural demand.

Business Line

Dabur India faces worst stock slump since 2022 amid revenue decline forecast

Dabur on Tuesday said it expects a revenue fall in the mid-single digit percentage range for the quarter ended Sept. 30

The Economic Times

Dabur shares tumble 8% after Q2 update signals revenue decline. Should you sell?

Shares of Dabur India plummeted 7.8% following an update hinting at a mid-single-digit revenue decline for Q2. Lower primary sales and heavy rains impacted the performance, resulting in expected declines in operating margin. Analysts suggest mixed reviews with targets ranging from Rs 368 to Rs 772.

The Economic Times

Traffic jam in Kirana route as q-comm industry goes jamming

India's quick commerce market is prompting FMCG firms to reduce sales to urban distributors and address overstock issues at kiranas. Companies like Dabur and Adani Wilmar are experiencing higher growth from organized channels. This shift is impacting traditional retail, leading to stock optimization measures. Quick commerce is currently the fastest growing channel, surpassing modern trade and ecommerce.

Mint

Dabur India expects mid-single digit revenue dip due to floods, inventory issues

Dabur is addressing distributor inventory issues in general trade, which may temporarily hurt sales but is essential for future growth

Business Standard

Lower primary sales with heavy rain in Q2 to impact profitability: Dabur

Homegrown FMCG firm Dabur India Ltd on Tuesday said its profitability in the second quarter will be impacted due to low primary sales with heavy rain and floods in parts of India affecting out-of-home consumption and consumer offtake despite demand trends saw some improvement. In its quarterly update shared on bourses, Dabur India said it expects to post a mid-single-digit decline in consolidated revenue for the second quarter due to a correction in distributor inventory in the general trade (GT) channel. "While demand trends were witnessing some improvement, heavy rain and floods across parts of the country impacted out-of-home consumption and consumer offtake in Q2 FY25. Due to this, we saw some impact on our business especially in the beverage category," the company said. Dabur India said during the last few quarters there has been "disproportionately higher growth" in organised channels such as modern trade (MT), e-commerce, and quick commerce, which has led to an increase in ..

CNBC TV18

Dabur reports inventory correction impact in second quarter, expects revenue recovery by October

Dabur anticipates a mid-single-digit decline in consolidated revenue for Q2 FY2024-25. However, the international business remains strong, with expectations of double-digit constant currency growth in topline revenue.

Business Line

Dabur India says heavy rain, floods impacted demand trends in Q2

In its Q2 FY25 quarterly preview, the FMCG major said it expects to post “a mid-single-digit decline” in consolidated revenue due to lower primary sales

The Economic Times

Dabur Q2 update: Co to likely report mid-single digit decline in cons revenue

FMCG major Dabur India is expected to post a mid-single digit decline in consolidated revenue for the quarter ended September 30, 2024 amid correction in its India operations though the international business is expected to register double digit constant currency growth in topline, the company said in its quarterly update on Tuesday.

The Economic Times

Rain plays spoilsport for Dabur's beverage arm biz amid floods across India

Dabur's beverage sector experienced a downturn due to heavy rains and floods affecting consumer demand in Q2FY25. While previous quarter profits had risen, a strategic correction in distributor inventory led to a short-term decline in revenue. The company expects a mid-single digit decrease in consolidated revenue for the current quarter.

CNBC TV18

Analysts recommend buying Shree Renuka, Chambal Fertilisers, Maruti Suzuki, IGL and selling Dabur, HDFC AMC

On Tuesday, market tech analysts Sacchitanand Uttekar, Nagaraj Shetti and Mitessh Thakkar recommended these stocks for the short term.

The Economic Times

Gainers & Losers: IEX, Easy Trip Planners among 6 stocks in limelight on Wednesday

Nifty and Sensex reached new highs, driven by energy and banking stocks. HEG and ZEE Media surged, while Easy Trip and Dabur faced declines amid market shifts.

The Economic Times

Dabur shares drop 5% after UBS downgrades to 'Neutral' on valuation concerns

Shares of Dabur dropped 5% to Rs 622 during Wednesday's intraday trading on the BSE after global brokerage UBS downgraded the stock from 'Buy' to 'Neutral.' Despite this downgrade, UBS raised Dabur's target price from Rs 650 to Rs 700. The brokerage cited concerns over high valuations and potential risks to beverage sales growth, along with increasing competition from cola drinks and coconut oil brands

CNBC TV18

Dabur shares fall after UBS downgrades citing rising downside risks

UBS highlighted in its note that there is a potential sales risk to Real juices in India on the impact of a carbonated soft drink price war.

Mint

Stocks to buy: Dabur, Godrej Consumer Products, Emami among InCred Equities’ top FMCG stock picks

Stocks to buy: Considering the optimism on a continued gradual recovery momentum in rural markets and sluggish momentum expected in urban markets, the InCred Equities firm recommends three FMCG stocks to buy.

Mint

Buy or sell: Vaishali Parekh recommends three stocks to buy today — September 20

Buy or sell stocks: Vaishali Parekh has recommended three stocks to buy today — Indian Hotels, Century Textiles & Industries, and Dabur India.

Mint

ITC , HUL, Dabur, others share prices rise up to 26% in 6 months: Buy, Sell or Hold the stocks?

Stock Market Today: ITC Ltd, Hindustan Unilever Ltd, Dabur India, others share prices have risen up to 26% in last 6 months. The gains in share prices have been led by some improvement in demand, signs of recovery. Check for factors leading to improved prospects and stock picks by analysts

The Economic Times

How these paints, FMCG, and IT stocks can save your portfolio in a bear market

Quality stocks like Marico, Asian Paints, HUL, Berger Paints, ITC, Nestle India, Dabur, and Page Industries have underperformed the benchmark indices from 2020 to date. Even their PE multiples have fallen. But analysts believe these companies are attractive. Here’s why.

Mint

Stocks at record high: HUL, Britannia, Dabur... nearly 280 stocks hit fresh 1-year high on BSE in the stock market today

Stocks at record high: The Indian stock market saw significant gains on Tuesday, with 278 stocks, including Hindustan Unilever, Dabur, and Britannia Industries, reaching new 52-week highs during intraday trading on the BSE.

CNBC TV18

Top stock picks | Infosys, IndusInd Bank, Dabur, HDFC Bank and Sun TV on the radar

Market tech analysts, Sacchitanand Uttekar, Shilpa Rout, Mitessh Thakkar, and Soni Patnaik have these recommendations on Tuesday.

CNBC TV18

Analysts see upside in Piramal Pharma, JSW Holdings, Pidilite Industries, GNFC and Dabur India

On Thursday, market tech analysts Apurva Sheth and Mitessh Thakkar recommended these stocks for the short term.

The Economic Times

Dabur, Jubilant owners bid for stake in Coca-Cola's India bottling arm HCCB

Parent Coca-Cola Co will decide if the deal will involve one or two co-investors, or if negotiations lead to creation of an investor consortium. A decision is likely by the end of this fiscal year. ET was first to report on June 18 that Coca-Cola had sounded out a group of Indian business houses and family offices of billionaire promoters to buy into HCCB, an arm it eventually wants to take public to cash in on the bullish domestic capital markets.

The Economic Times

ITC, HUL and Dabur among 11 stocks with buy view from brokerages post Q1 earnings

The FMCG sector experienced top-line growth due to a summer spike, despite challenges from the general elections. The outlook for H2 is positive, with anticipated revenue growth supported by rural recoveries. As sector rotations favor defensives, FMCG stocks are expected to attract investor focus.

The Economic Times

F&O outliers: September seasonality weighs on ICICI Bank, Adani Ports, TVS Motors, 7 others. Here's why

Over the last decade, five F&O stocks showed positive seasonality in September with average returns over 5%, including TVS Motor, Deepak Nitrite, Abbott India, Escorts Kubota, and Zee Entertainment. Conversely, ICICI Bank, APSEZ, SBI, Cummins India, and Dabur India had negative seasonality, with average losses of 2% or more.

Mint

Nifty FMCG hits all-time high for 4th straight session, gains 16.5% in 3 months; what’s fueling the surge?

Major FMCG players such as HUL, ITC, Dabur, Britannia, Nestle, and Emami have reported promising developments in rural markets and significant growth from e-commerce channels, particularly quick-commerce platforms, in their June quarter earnings.

CNBC TV18

Analyst sees upside in Hindalco, Dabur India and Bajaj Finserv

On Tuesday, market tech analyst Mitessh Thakkar recommended these stocks for the short term.

The Economic Times

Dabur signs MoU with Tamil Nadu government to set up its first manufacturing unit in South India

Dabur India Limited signed an MoU with the Government of Tamil Nadu to establish a consumer goods manufacturing facility. The initial phase-1 investment is Rs 135 crore, with plans to increase to Rs 400 crore over five years. This initiative aims to meet demand in South India, create jobs, and boost economic development.

Hindustan Times

Dabur to set up first plant in South India, to invest ₹400 crore in Tamil Nadu

The new Tamil Nadu plant is to help Dabur scale up its South India business, which currently accounts for around 18-20% of its domestic business.

Mint

Dabur India to set up plant in Tamil Nadu with ₹400 crore investment

This is Dabur’s first manufacturing unit in south India and will help expand capacity across brands such as Red Toothpaste, Odonil and Honey

The Economic Times

Dabur to set foot in South India: Co to set up Rs 400 cr manufacturing facility in Tamil Nadu

Dabur has announced a Rs 400 crore investment to set up its first manufacturing plant in South India, located in Tamil Nadu's SIPCOT Food Park. The project is anticipated to generate direct employment for 250 people and benefit local farmers. The new plant aims to meet growing demand in the southern market more effectively.

Hindustan Times

ED summons Dabur's Mohit Burman in Religare money laundering probe: Report

The probe is related to the Burman family's open offer to the shareholders of Religare Enterprises (REL), as per a report by The Economic Times.

The Economic Times

ED summons Dabur chief Mohit Burman, others for money laundering probe in Religare open offer case

The Enforcement Directorate (ED) has summoned Dabur India chairman Mohit Burman and three independent directors from Care Health Insurance in connection with a money laundering investigation related to the Burman family's open offer for Religare Enterprises (REL). The probe, sparked by complaints from REL shareholder Vaibhav Gawli, is examining whether funds from Religare Finvest were improperly funneled into the open offer.

The Economic Times

Brands bet big on influencers to stay active, virtually

Hindustan Unilever (HUL), Dabur, and Godrej Consumer Products (GCP) are enhancing their influencer marketing strategies to boost customer engagement, brand loyalty, and awareness. The rise in short-form content on platforms like Instagram and YouTube has led to companies engaging with macro, micro, and nano influencers to drive brand visibility. A recent EY report predicted India's influencer marketing industry will reach ₹3,375 crore by 2026, largely due to the growing use of social media influencers for sales and brand engagement.

The Economic Times

Dabur expects growth in consumption aided by power brands

FMCG giant Dabur anticipates gradual consumption growth this fiscal by expanding into rural markets with its power brands, aiming for better rural consumption while introducing premium products in urban areas. Chairman Mohit Burman projects an upturn in consumption trends due to normal monsoon predictions, improved economic indicators, and government infrastructure spending. Dabur CEO Mohit Malhotra eyes Quick Commerce as a key channel for growth, expecting rural consumption improvement in the second half of the year.

The Economic Times

At FMCG box office, rural to script summer blockbuster

This is in sharp contrast to the last two years, when fast-moving consumer goods (FMCG) companies such as ITC, Dabur, Marico, Britannia, Parle Products, Emami and Hindustan Unilever had been focused mainly on premiumisation with demand turning sluggish in villages as the rise in prices of daily essentials, vegetables and fuel had forced consumers to cut down on spending. In the last two years, more than 60% of launches by large FMCG companies have been in the premium segment.

Business Standard

FMCG major Dabur India to kickstart fourth phase of added sugar reduction

Company to expand rural footprint, premium portfolio to drive growth in FY25

The Economic Times

Dabur adds 2 lakh outlets to its network in FY24, highest by any FMCG player

Dabur India significantly expanded its sales network in FY24, adding 200,000 outlets to reach over 7.9 million retail points and 1,22,000 villages. Chairman Mohit Burman highlighted Dabur's deep penetration, with direct access to 1.42 million outlets. The company introduced 14 new products and ventured into emerging categories like mosquito repellents and gel toothpaste.

Business Line

Dabur India expects to see gradual uptick in consumption in FY25, to expand premium offering portfolio

Dabur India Chairman Mohit Burman said the company now has one of the largest and deepest distribution networks in the FMCG sector

The Economic Times

F&O stocks: Dabur, BHEL among 5 stocks with long buildup

In Monday’s trading session, the following five stocks witnessed a build of fresh long positions. Let us first understand how this conclusion is reached whether the stock has seen a buildup of fresh long position or not.

Business Line

Brokerage views on Dabur: Emkay Global and DART insights

Emkay Global reiterates BUY with a ₹700 target by June 2025, citing strong execution and robust growth. DART maintains an “Accumulate” rating, noting steady revenue and margin gains.