Strong Q1FY27 revenue growth, improving rural demand and healthy international business support Dabur's outlook, but sustained revenue momentum remains crucial for a stock rerating
The FMCG major said higher prices helped offset inflationary pressures, while rural demand and international markets continued to drive growth
Aamar Deo Singh of Angel One said that it is still early to turn decisively bullish on FMCG and that "investors should wait for the monsoon outcome and further confirmation of a sustained recovery."
Stocks to watch today: Vedanta, Cipla, Dabur, Vi, Oil India, CDSL, Ratnaveer Precision, NLC India, Sagility among others will in focus today.
The action was taken after the FDA inspected the factory and flagged data integrity and maintenance lapses
Despite global uncertainties, subpar monsoon outlook and volatile commodity prices, FMCG firms have given resilient outlook for FY27 with H2FY27 expected to be better versus H1FY27, say analysts.
In the past one month, the FMCG index has underperformed the market, by falling 5 per cent, as against 2.3 per cent decline in Nifty 50.
Dabur India shares climbed nearly 4 per cent on Friday after Q4FY26 results. Most rokerages retained ratings & targets and highlighted improving India business growth despite execution concerns
Homegrown FMCG major Dabur India Ltd on Thursday reported a 15.75 per cent year-on-year increase in its consolidated net profit to Rs 362 crore in the March quarter of FY 2025-26, driven by a broad-based performance. The company had posted a net profit of Rs 312.73 crore in the January-March quarter a year ago, according to a regulatory filing. Its revenue from operations jumped 7.34 per cent to Rs 3,038.02 crore in Q4FY26, compared to Rs 2,830.14 crore in the corresponding quarter of the preceding fiscal. The company's total expenses stood at Rs 2,738.37 crore in the March quarter, up 7 per cent YoY. Dabur India's total income rose 8.13 per cent YoY to Rs 3,213.05 crore. Its standalone revenue from operations, which mainly consists of the domestic business, was also up 8.5 per cent to Rs 2,131.71 crore in the quarter under review. "India FMCG Business operating profit rose 12.5 per cent during the quarter, reflecting strong execution in the domestic FMCG business and healthy ...
Thus far in the month of April, the FMCG index has surged 11.73 per cent, as against a 7.4 per cent gain in the benchmark index
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Dabur India has appointed Herjit S Bhalla as CEO for its India business, with the former Hershey executive set to report to Global CEO Mohit Malhotra
Weak monsoon fears, West Asia turmoil, and rising costs cloud outlook
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Sustained volatility in crude prices could create pressure on gross margins across the FMCG sector, warn analysts.
The brokerage said geopolitical uncertainty is beginning to weigh on Dabur's international business, particularly due to supply-chain disruptions around key shipping routes
Nomura's top picks include Britannia and Titan. It also prefers Marico, Tata Consumer, Godrej Consumer, Asian Paints and United Spirits
Stocks to Watch today: Dabur, Adani Ports, Cipla, JSW Cement, Allied Blenders, IOL Chemicals and MAS Financial are among the stocks to watch today, March 04, 2026
Dabur Ventures has made its first investment by acquiring a minority stake in RAS Beauty for Rs 60 crore, strengthening Dabur's presence in the fast-growing premium skincare market
Leading fastmoving consumer goods (FMCG) companies expect volumedriven growth to take centre stage in the next fiscal year, supported by easing inflation and stable commodity prices that have begun to ease pressure on margins. In the December quarter, leading FMCG companies reported mid- to high single-digit volume growth. On their latest earnings calls, the industry captains said the operating environment is turning more favourable after several quarters of volatility. Key inputs such as edible oils, wheat, copra and surfactants softened, and with macroeconomic tailwinds including GST rationalisation, higher MSPs and a healthy crop season, FMCG makers anticipate sustained demand recovery. Most players have already taken calibrated price hikes earlier in the fiscal year and now expect growth to be led by volumes rather than pricing. Some companies indicated they may pass on some benefits of lower input costs to consumers through offers, increased grammage or selective discounts, ev