Dabur CEO: Gulf war inflation has eroded GST-driven consumer gains

Mohit Malhotra says West Asia conflict is fueling input cost inflation, offsetting GST benefits. Dabur is raising prices, scaling digital brand acquisitions via Dabur Ventures, and betting on rural demand to sustain value growth over the next two quarters.

— Source publishedMon, 18 May, 2026, 08:44 IST·First seen Mon, 18 May, 2026, 09:14 IST·Source ET Retail

What happened

Dabur CEO Mohit Malhotra says West Asia conflict has eroded GST-driven gains by fueling inflation. The company is hiking prices, acquiring digital brands via

Key facts

  • 2 quarters

Why this matters

Dabur Ventures' acceleration signals an active digital-brand acquisition window in Indian FMCG—worth mapping targets that complement rural reach and inflation-resilient categories.