Shares of Dabur India Ltd. surged 3.5% to ₹388.9 after the company disclosed that its FMCG unit will deliver the strongest quarter yet
The company is forecasting consolidated revenue growth of 10‑12% for the September quarter, a sharp uptick from the 7‑9% growth seen in Q1. Analysts had expected a modest 8% rise, so the double‑digit target is a clear upside.
Operating margins will be pressured by inflation, yet profit after tax is projected to climb at a double‑digit pace, signalling resilience in cost structures. The filing noted that the home and personal care arm will grow 12‑14% YoY, with skin care expected to hit 12% and oral care about 8%. Healthcare is slated for 6‑8% growth, while health supplements lag due to packaging changes.
The Food & Beverage segment will grow in the mid‑teens, and the beverage portfolio in the early teens. International business is eyeing high‑teens growth, supported by e‑commerce and quick‑commerce expansions.
Dabur’s modern trade continues to expand in double digits, and general trade growth is outpacing rural and urban markets under Project Saksham. Despite a 22% YTD decline, the 3.5% rally signals renewed confidence ahead of Q3 guidance.