Dabur India Limited · NSE:DABUR
Dabur India — Investor Presentation (November 2026)
37 slides from Dabur India's investor presentation, Nov 5, 2026
Slide 1: Exchange filing cover letter for analyst meet presentation
Ref: SEC/SE/2026-27 Date: November 05, 2026 To, Corporate Relations Department Listing Department BSE Ltd. National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor Dalal Street, Plot No. C/1, G Block, Bandra Kurla Complex Mumbai- 400001 Bandra (E), Mumbai – 400051 BS
Slide 2: Analyst Meet 2026
DABUR INDIA LIMITED Analyst Meet 2026 LJ NOVEMBER 5, 2026
Slide 3: Today's Agenda
Today's Agenda Dabur: The Way I See It @@ The Next Phase Of Vision My First Six Months Vision VII {FY25-28) : My Assessment
Slide 4: Dabur: The Way I See It
01 Dabur: The Way I See It Trusted Brands, Category Leadership and our Right to Win. "What is that life worth which cannot bring comfort to others." - Dr. S. K. Burman
Slide 5: Dabur: Dedicated to the Health & Well-Being of every Household
~ Dabur: Dedicated to the Health &Well-Being of every Household 142 120+ #27 Years of Trust Countries Billion ~ Brands Manufacturing Facilities 8 International 13 Indian Locations Locations 8outof10 ~8.5Mn Indian Homes Reached Distribution Outlets
Slide 6: A Portfolio Built Around Everyday Health and Wellness
A Portfolio Built Around Everyday ea t and We ness 4 Brands ( ,1,000Cr+ ) 4 Brands @RS® Odon ii ( '500Cr+ ) Air Freshener Chyawanprash 19 • "" Anmol IJJI¥ MESWAK ~DaburHerb~ ~·· Lal • .,-- ~ Gulabari ., - 'l'OOTttPASTh- Toothpusf e GOLD Tail Brands ( '100-SOOCr ) - --= _, -~ @noMos· mar~ 00 ,\.1 lf·
Slide 7: Seven #1 Brands
Seven #1 Brands Heavy Amla >60% • Chyawanprash Juices & Nectar • >60% \ >50% • • ( Honey >50% Air Freshners >40% \ ) ( Digestives >50% • Mosquito Repellant (PAP) >60% 50% of our revenue is generated by category-defining and category-Leading brands. Source: Nielsen MAT September, value/volume data %
Slide 8: Well-positioned for Changing India
~. Well-positioned for Changing India Rural Bharat Indian Roots Boomers Mass to Urban India to Global Reach to Gen Z to Premium C!) -· - ... r@ o- · t n Kirana Stores Legacy Ayurveda Traditional Functional Products to Qcom to Modern Science to Digital Media to Lifestyle Solutions A portfolio built f
Slide 9: My First Six Months
02 My First Six Months Insights from our consumers, customers and colleagues that shape our priorities.
Slide 10: Perspectives: Listening & Learning
Perspectives: Listening & Learning Insights from consumers, customers and colleagues to shape our next phase of growth Strengths Opportunity Areas CONSUMERS Consumers trust us to lead. l ~ Lead in Health & \f:!j Wellness Invest to grow. Win in India's growing health opportunity. Future Ready Executi
Slide 11: A Challenging Macro Environment Calls for Sharper Execution
A Challenging Macro Environment Calls for Sharper Execution Input cost pressures, inflation shaping our near term operating environment. CRUDE OIL RAINFALL GDP GROWTH WPI INFLATION REMAINS ELEVATED Jul-Sep rain SLOWING DOWN Continued input cost Continues to hover 87% of LPA Projected to grow inflati
Slide 12: India's Strong Growth Story
India's Strong Growth Story rJ! ~ Under-Penetration 1/10 of US India's I capita FMCG spends Favourable Demographics Younger Workforce I 65 % of India's population / ----- ; ) Digital-first New Bharat 2X 499 consumer cities by 2025 Rising Per Capita Spends Quick Commerce Surge US$-3000 2027 GDP I cap
Slide 13: Vision VII (FY25-28): My Assessment
03 Vision VII (FV25-28) : My Assessment An unfiltered view of progress on each strategic initiative. What gets measured, gets done
Slide 14: Vision VII FY25-FY28
Vision VII · FY25-FY28 Accelerate profitable growth Accelerate ~ Premiumise Bold Bets: Streamline Health & Core Brands Contemporise Portfolio Wellness Increased investment on / Stay relevant & cater to evolving consumer needs / In key identified spaces Sharpening portfolio focus core brands --......
Slide 15: Accelerate Core Brands
01 I Accelerate Core Brands Continued investment in our core brands FOCUS AREAS TO BUILD FUTURE GROWTH BUILDING Category Relevance Usage/Occasion STRENGTHENING Trust Positioning Calibrated investments in response to hyperinflationary pressures. ~~~~~~~~~~J
Slide 16: Accelerate Core Brands: Increased spends on Digital
Accelerate Core Brands Increased spends on Digital % Digital spends x Influencers Impressions Views Digital and Creator content with Industry Leading Engagement Rates and View-Through Rates Investment needs to scale further to fully realise the potential of our iconic brands.
Slide 17: Premiumisation
02 I Premiumisation Serving evolving consumer needs and building a higher-margin portfolio ~.,20% Contribution from Premium Portfolio Growth in Premium Portfolio --------- _____ ........__ Steady progress on premium brand extension, need to scale up.
Slide 18: Contemporisation
Contemporisation Innovation across products, formats and packaging -0- - New Product New Formats New Looks Innovating ahead Smart formats Transparent, of evolving needs for modern living consumer-friend ly packaging ' I • ~ Contemporary products for tomorrow's consumer -~~~~-~ ~~~~
Slide 19: Bold Bets in Health & Wellness
03 I Bold Bets in Health & Wellness Everyday solutions for today's lifestyle needs (~/ -'d ' - - Gut Health Functional Beverages Strength & Vitality --------~ .di Significant opportunity to build on our credentials to drive market leadership
Slide 20: Streamlining Portfolio
04 I Streamlining Port olio __Discipline on "what we stop" to accelerate "what we grow" .___ DISCONTINUED 06 O= ~ Vedic Tea DaburVita Baby diapers Rationalized long tail SK Us Adult Diapers abur Red Balm Oliv-0-0il {mi) I We continue to rationalise the portfolio to release capital for selective, foc
Slide 21: GTM 2.0: Project Saksham
05 I GTM 2.0 : Project Saksham Realigning GTM with evolving landscape Distributor Consolidation Distributor Throughput Lower Stockist Attrition ! 43% 2X ! ByN80% reduced to 1629 Creating stronger profitable partnerships • Pre GTM Post GTM • Pre GTM Post GTM Phase 2: Strengthening Execution -$ Qualit
Slide 22: Strategic M&A
06 I Strategic M&A Eva luating inorganic growth using a two-pronged strat egy @ Minority Stake in D2C Companies @ Strategic Acquisitions Launched Dabur Ventures, @ Invested minority stake Actively looking for ~\ Badshah acquired in 2023. @ INR 500 Cr platform, in October 2025 I in RAS Beauty, a luxu
Slide 23: Operating Efficiencies
07 I Operating Efficiencies Greater efficiency, agility and digital integration across the value chain ~) ~ Impact ~ Key Initiatives @ Digitization I~ GenAl/AI Sales Assistant: Portfolio Optimisation (~ Strategic Sourcing Better Decisions 15Cr 0. \ ~ Al Led Dynamic MSL: Higher Uplift per Outlet Savi
Slide 24: Vision VII FY25-FY28
Vision VII· FV25-FV28 Accelerate profitable growth Accelerate Premiumise Bold Bets: Streamline Core Brands Contemporise Health & Portfolio Wellness GTM 2.0 Strategic Operating M&A Efficiencies
Slide 25: Our Mantra to Reignite the Organisation
04 FUELLING GROWTH I W INNING TOGETHER Our Mantra to Reignite the Organisation
Slide 26: Focus Areas to Unlock Value
'" I Focus Areas to Unlock Value Accelerate Future Ready Operational Growth Portfolio Efficiencies ~--~ ''T - ~ - - - -- --
Slide 27: Accelerate Growth
~- Accelerate Growth Energize the Core, Scale the Stars Scale the Stars Invest to accelerate growth Accelerate high growth platform Healthcare - Skin Care Home Care Food OTC & Digestive +150 bps AdPro Fewer, Bigger Bets Aiming for: Double digit growth for FY 2027
Slide 28: Execution Excellence: Building a Higher-Quality Distribution Engine
Execution Excellence Building a Higher-Quality Distribution Engine 8 8.5 Mn | ses Most distributed #2 | FMCG company in India A» Project Saksham Aimed at Improving Quality of reach, reducing cost to serve and strengthening execution a Expansion | — tenis IGN; T= FUELLI ‘TH | WINNING TOGETHER _4 Extr
Slide 29: Future Ready Portfolio
Future Ready Portfolio Building future ready portfolio for sustainable, profitable growth • r:s¥J Lead in I Merger& ~ Premiumisation ~ Health &Wellness Acquisition 20% 23% ~0 ill 17% Strategic Scalable Fit Brands Pre-Vision H1 FY27 FY28 oOo a:u Category (@" Tapping emerging trends Right of fibre, nu
Slide 30: Operating Efficiencies
Operating Efficiencies Greater efficiency, agility and digital integration across the value chain Efficiencies .s '"- " Digitization • savings Saksham Dialogue hub Lower Cost to Serve Social listening for sharper brand decisions Samriddhi 00 0 Al led influencer discovery Higher Cost Savings and «:D
Slide 31: AdPro, Quality Reach, Premium Portfolio and Cost Savings
23% Premium +150 bps AdPro Better Quality Reach 1.5x Cost Savings Portfolio
Slide 32: Q2 FY27 Highlights
05 Q2 FY27 Highlights —_—_—
Slide 33: Financial Performance Highlights
Financial Performance Highlights Strong topline delivery. Revenue Operating Profit PAT INR ,563 Cr INR632 Cr NRSOS Cr lffi Consolidated Growth 11.6% Growth 7.5% (-60 bps) Growth 11.7% Revenue ~ Operating Profit PAT India INR2,433 Cr ~ / INR459 Cr INR388 Cr Standalone Growth 8.9% Growth 8.2% I (-10 b
Slide 34: Business Segment Performance
Business Segment Performance ® 70% I DOMESTIC BUSINESS (di\ 3QO/_ I INTERNATIONAL ~ 70 BUSINESS 55% @ Home & Personal Care 28% @ Healthcare 17% @) Food & Beverages ~ International Portfolio t 10.9% t 6.9% t 17.4% t 20.0% Growth 1,245 Cr. 645 Cr. 379 Cr. 1,091 Cr. Revenue Revenue Revenue Revenue
Slide 35: Quarter Highlights
.. Quarter Highlights - India FMCG records a growth of 10.7%, showing sequential improvement. - Beverage category records a sequential recovery with mid teens growth. General Trade records mid to high single digit growth on back of continued efforts on Project Saksham. Alternate channels continue to
Slide 36: Thank You
Thank You ——— J
Slide 37: Q&A
06 Q&A