Dabur India Limited · NSE:DABUR
Dabur India — Q2 FY27 Earnings Presentation
31 slides from Dabur India's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter: Investor Presentation
'DaDur India ltd. Ref: SEC/SE/2026-27 Date: November 04, 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, Sandra Kurla Complex Mumbai- 400001 Sandra (E),
Slide 2: Investor Presentation – Quarter Ended September 2026
DABUR INDIA LIMITED INVESTOR PRESENTATION For Quarter Ended September 2026
Slide 3: Contents
Contents 1 Quarterly 3 Brand Snapshot Communication 2 Performance 4 Annexures Highlights 2
Slide 4: Disclaimer
DISCLAIMER Cautionary note concerning forward-looking statement Certain statements made in this presentation relating to the Company’s objectives, projections, outlook, expectations, estimates, among others may constitute ‘forward-looking statements’ within the meaning of applicable laws and regulat
Slide 5: Quarterly Snapshot
01 Quarterly Snapshot NO ADDED SUGARS NO ADDED PRESERVATIVES 4
Slide 6: Quarter Highlights
Quarter Highlights Sequential Improvement in topline growth Revenue Operating Profit PAT Consolidated INR 3,563 Cr INR 633 Cr INR 505 Cr Growth 11.6% Growth 7.5% (-60 bps) Growth 11.7% Revenue Operating Profit PAT INR 2,433 Cr INR 459 Cr INR 388 Cr Standalone Growth 8.9% Growth 8.2% (-10 bps) Growth
Slide 7: Industry Outlook
Industry Outlook Strong Fundamentals, Sustainable Growth % Elevated Inflation Geopolitical Tensions Stable Demand Persistent inflationary Renewed US-Iran conflict Domestic demand pressures across various leading to volatile remained resilient. commodities. operating environment. 6
Slide 8: Performance Highlights
02 Performance Highlights 7
Slide 9: Business Segment Performance
Business Segment Performance 24% 55% Healthcare 623 Cr. 1,385 Cr. 5.5% Growth 12.3% Growth 8
Slide 10: Home & Personal Care
Oral Care Hair Care Home & Personal Care Home Care Skin Care 9
Slide 11: Home and Personal Care – Oral Care
Home and Personal Care – Oral Care Oral Care Mid Single Digit 1 Toothpaste and Toothpowder both recorded growth in mid single digit. 2 Herb’l range continued to deliver robust performance. 10
Slide 12: Home and Personal Care – Hair Care
Home and Personal Care – Hair Care Hair Care High Teens Hair oils reported a high teens growth rate driven by double digit 1 growth in both perfumed and coconut oils 2 Shampoo segment also report a high teens growth rate. 11
Slide 13: Home and Personal Care – Home Care
Home and Personal Care – Home Care Home Care Double Digit 1 Odonil grew double-digit driven by strong growth momentum in Aerosols and gel pockets Odomos and Sanifresh performed well with Odomos growing in mid-single digit and Sanifresh growing in 2 double digit. 3 Newly launched Odonil Car Freshener
Slide 14: Home and Personal Care – Skin Care & Salon
Home and Personal Care – Skin Care & Salon Skin Care High Single Digit 1 Skin care growth was backed by strong growth in Oxy Franchise. 2 The recently launched Oxylife Detan has received positive consumer feedback. 13
Slide 15: Healthcare
Health Supplements Digestives Healthcare OTC & Ethicals 14
Slide 16: Healthcare – Health Supplements
Healthcare – Health Supplements Health Supplements Low Single Digit Decline 1 Dabur Chyawanprash grew by low single digit. Honey declined mid-single digit on a high base, 2 partly impacted by temporary disruption in trade sentiment following FSSAI labeling related order. 15
Slide 17: Healthcare – Digestives
Healthcare – Digestives Digestives Strong Double Digit 1 Hajmola franchise continued to perform well, recording double digit growth. 2 Pudin Hara posted strong double-digit growth, driven by growth across all formats. Isabgol delivered strong double-digit growth, driven by improved market competitiv
Slide 18: Healthcare – OTC & Ethicals
Healthcare – OTC & Ethicals OTC & Ethicals Mid Teens 1 Dabur Honitus continued its strong growth momentum with broad based growth across formats 2 Health Juices sustained their strong growth trajectory, registering high-teen growth on a strong base 17
Slide 19: Foods & Beverage
Beverage Foods & Beverage Foods 18
Slide 20: Foods & Beverage – Beverages
Foods & Beverage – Beverages Beverages Mid Teens 1 Beverages recorded a sequential improvement with mid teens growth. Broad based growth with nectar growing at near double digit 2 and the Activ portfolio continuing the robust performance with double digit growth. 19
Slide 21: Foods & Beverage – Foods
Foods & Beverage – Foods Foods Strong double digit 1 Foods portfolio continued its strong growth momentum and reported strong double-digit growth with broad-based growth across products. 2 Badshah also reported strong double-digit volume led growth. Growth was supported by focused brand-building ini
Slide 22: International Business
International Business UK -33.3% (CC: -38.7%) Namaste (US) Turkey +21.2% +42.4% (CC: +11.5%) (CC: +53.1%) MENA Region +13.7% (CC: 3.8%) Bangladesh Egypt +31.4% +30.4% (CC: +22.4%) (CC: +25.8%) Nigeria +21.4% (CC: -0.9%) SSA Region +43.2% (CC: +26.6%) Note: The world map is for illustrative purposes
Slide 23: Brand Communication
$666 6 wer vie Tir Ti Brand Pia int tat itt eon oo Oxon Odonit Oxon Ogooi Communication @ £. i cles
Slide 24: Communications – Impactful Brand Campaigns
Communications – Impactful Brand Campaigns Click on the video to play 23
Slide 25: Communications – Influencer Campaigns
Communications - Influencer Campaigns 24
Slide 26: Annexures
04 Annexures 25
Slide 27: Profit & Loss Statements – Q2 & H1FY27 Consolidated P&L
Profit & Loss Statements – Q2 & H1FY27 Consolidated P&L Particulars Q2 FY27 Q2 FY26 Y-o-Y (%) H1 FY27 H1 FY26 Y-o-Y (%) In INR crores Revenue from operations 3,563.1 3,191.3 11.6% 7,327.5 6,595.9 11.1% Material Cost 1,822.7 1,613.5 13.0% 3,804.6 3,416.8 11.4% Employee expense 376.8 347.9 8.3% 746.2
Slide 28: Profit & Loss Statements – Q2 & H1FY27 Standalone P&L
Profit & Loss Statements – Q2 & H1FY27 Standalone P&L Particulars Q2 FY27 Q2 FY26 Y-o-Y (%) H1 FY27 H1 FY26 Y-o-Y (%) In INR crores Revenue from operations 2,432.9 2,234.8 8.9% 5,120.2 4,704.3 8.8% Material Cost 1,313.7 1,179.7 11.4% 2,808.8 2,558.6 9.8% Employee expense 220.1 213.4 3.1% 438.0 419.2
Slide 29: ESG Impact Achieved
ESG Impact Achieved 107% 100% 53% E ENVIRONMENT Water Positivity Target – 100% by FY30 Sustainable Sourcing Target – 100% by FY27 Recyclable Energy Target – 60% by FY30 18.1% 0 2.8 Million S SOCIAL Gender Diversity Target – 21% FY28 Fatalities Sustained 0 Lives Transformed Target – 5 Mn/year 100% 0
Slide 30: ESG Ranking Update
ESG Ranking Update DJSI 85 66 83 72 73 81 71 58 56 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Ranking updated to 85 Ranking updated to 73 Ranking updated to 66 29
Slide 31: Thank You
THANK YOU Company : Dabur India Ltd. Investor Relations Contact: Rahul Sarawagi | rahul1.sarawagi@dabur.com Gitima Mishra | gitima.mishra@dabur.com Investor Relations Advisors : Adfactors PR Pvt. Ltd. For more information and updates, visit: http://www.Dabur.Com/in/en-us/investor