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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
For Q4, the brokerage expects Marico to lead the HPC segment with around 20 per cent sales growth, followed by 9-10 per cent growth for Dabur India and Godrej Consumer Products
Stocks to watch on February 18, 2026: Stocks like Dilip Buildcon, Bharti Airtel, BHEL, and Dabur India will remain in focus today
Bhalla, who will take over the role on April 15, is currently vice president, Canada & Global Customers at U.S.-based confectionery giant Hershey Co
As a strategy, Gaurang Shah, head investment strategist at Geojit Investments remains selectively bullish on the FMCG stocks on the back of a likely improvement in semi-urban and rural demand.
FMCG major begins work on its first South India manufacturing facility at Tindivanam, Tamil Nadu, with a ₹400 crore investment
Analysts remain cautious on Dabur India, citing that while demand conditions are improving, the company is yet to demonstrate a sustained, execution-led growth cycle
Dabur expects high single-digit growth next year led by volume recovery on GST tailwinds, while continuing selective price hikes in inflation-hit categories
The update is on the lower side of earlier guidance of mid-to-high single-digit revenue growth in H2FY26
Dabur, overall, expects consolidated revenue to grow in the mid-single digits, with operating profit and Profit after Tax (PAT) to grow ahead of revenue.
Dabur Q2 results: Dabur reported a 5.4 per cent year-on-year (Y-o-Y) rise in consolidated sales, led by 4.3 per cent growth in the domestic business, while India volume growth stood at 2 per cent.