Dabur FY revenue up 5% to Rs 13,193 crore, net profit rises 7.2% on premiumisation and quick commerce
Dabur reported FY revenue of Rs 13,193 crore (+5%) and net profit of Rs 1,895 crore (+7.2%), with gross margin at 48.3% (+30bps). Growth levers include premiumisation, a quick commerce push, a new Tamil Nadu plant, a RAS Beauty minority stake, and international business up 8.5% across 120 countries.
What happened
Dabur reported FY revenue up 5% to Rs 13,193 crore and net profit up 7.2% to Rs 1,895 crore. It cited premiumisation, quick commerce push, a new Tamil Nadu
Key facts
- revenue Rs 13,193 crore
- revenue +5%
- gross margin 48.3%
- margin +30bps
- net profit Rs 1,895 crore
- profit +7.2%
- international business +8.5%
- 120 countries
Why this matters
The RAS Beauty minority stake and 8.5% international expansion across 120 countries point to a bolt-on M&A playbook that merits deeper beauty and cross-border scouting.
What to watch
- Quarterly gross margin trend vs 48.3% base
- Rural vs urban volume growth split in FMCG commentary
- Palm oil and packaging input cost movement
- Quick-commerce channel mix as % of domestic sales
- International constant-currency growth and MENA stability
- Scale quick-commerce SKUs and smaller premium pack sizes to capture urban impulse demand
- Ramp Tamil Nadu plant utilization to serve South and export markets
- Deepen beauty/personal-care via RAS Beauty stake and possible bolt-on acquisitions
- Push international business (MENA, US ethnic) beyond 8.5% with local manufacturing
- Reinvest margin gains into A&P to defend market share against Marico/HUL