Dabur says Nepal flood disruption limited to three distributors

Dabur India said flooding in Nepal has not affected manufacturing operations in Kathmandu and Birganj. Three distributors have been disrupted, but the company expects the overall impact on its business to be negligible.

— Source publishedThu, 27 Aug, 2026, 15:50 IST·First seen Thu, 27 Aug, 2026, 16:46 IST·Source NDTV Profit

What happened

Dabur India · Dabur said floods in Nepal have not affected its Kathmandu and Birganj manufacturing operations. Only three distributors face disruption, and the

Key facts

  • 3 distributors impacted
  • Q1 consolidated net profit: Rs 591 crore, up 15% from Rs 514 crore
  • Q1 revenue: Rs 3,764 crore, up 10.5% from Rs 3,405 crore
  • Q1 EBITDA: Rs 741 crore, up 10.9% from Rs 668 crore
  • EBITDA margin: 19.7% vs 19.6%
  • Share price: Rs 386.20, up 1.53%

Why this matters

The event highlights the value of distributor-network redundancy and localized contingency planning in flood-prone South Asian markets.

What to watch

  • Floodwater levels and weather forecasts in Nepal, especially around key road corridors.
  • Whether the three disrupted distributors resume dispatches within days rather than weeks.
  • Any disruption to Kathmandu or Birganj plants, warehouses, utilities or inbound raw-material transport.
  • Reports of retailer stock-outs, distributor credit stress or insurance claims.
  • Dabur commentary on Nepal sales impact, logistics costs or revised quarterly demand outlook.
  • Shift inventory allocation to unaffected Nepal distributors and prioritize high-velocity SKUs.
  • Use alternate transport routes and temporary sub-distributors to restore coverage in flood-affected districts.
  • Monitor distributor inventory, retailer stock-outs, receivables and damaged-goods claims daily.
  • Maintain investor messaging that manufacturing continuity and group-level financial exposure remain limited.