Dabur India Limited · NSE:DABUR
Dabur India — Shareholder Meeting (August 2025)
37 slides from Dabur India's shareholder meeting presentation, Aug 7, 2025
Slide 1: Stock exchange filing cover letter for AGM presentation
^%. ^> '^ / / Ref: SEC/SE/2025-26 Date: August 7, 2025 To, Corporate Relations Department Listing Department BSE Ltd. National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers ExchangePlaza, 5th Floor Dalal Street, Plot No. C/1, G Block, Bandra Kurla Complex Mumbai- 400001 Bandra (E), Mumbai -
Slide 2: Dabur India Limited 50th Annual General Meeting
DABUR INDIA LIMITED 50th ANNUAL GENERAL MEETING Presentation by Mohit Malhotra, CEO AUGUST 2025 1
Slide 3: Agenda for Today
AGENDA FOR TODAY 1 DABUR OVERVIEW 2 FY25 PERFORMANCE HIGHLIGHTS 3 STRATEGIC BUSINESS LEVERS 2
Slide 4: Dabur Overview
Dabur Overview 3
Slide 5: Dabur – A Global Leader in Ayurveda and Natural Healthcare
Dabur – A Global Leader in Ayurveda and Natural Healthcare Among top 4 80% 22 HH consuming Dabur products Manufacturing Units globally FMCG companies in India 8.5Mn 26% INR 12,563 Cr Outlet reach across India Sales from International regions Sales in FY25 4
Slide 6: Strong Long-term Performance
Strong Long-term Performance Revenue from Operations EBITDA Market Cap (INR Cr.) 18.4% (INR Cr.) 12,563 14.7% 2,316 90,000 208 FY 2005 FY 2025 1,417 2,186 FY 2005 FY 2025 Op. Margins (INR Cr) Op. Margins (%) FY 2005 FY 2025 12% 13% 41x 20 Year CAGR 20 Year CAGR In last 20 Years Source: Company infor
Slide 7: Business Structure
Business Structure Key Brands Healthcare (30%) Health Supplements Digestives OTC Ethicals Home & DOMESTIC Personal Care (74%) (50%) Hair Care Oral Care Home Care Skin Care Food & Beverages (20%) Beverages Foods International (26%) 6
Slide 8: Market Leadership in Domestic Business
Market Leadership in Domestic Business Leading position in key categories across verticals #1 Player Juices & Chyawanprash Honey Air Mosquito Bleaches Hair Oils Nectars Fresheners Repellant Cream #2 Player Oral care Baby Massage Oil Glucose 7
Slide 9: Market Leadership in International Business
Market Leadership in International Business United Arab Saudi Arabia Egypt Emirates Hair Oils #1 #1 #1 Hair #1 #1 #1 Cream Hair Gel #1 #2 #1 Hair Mask #1 #1 #1 Hair #2 #3 #3 Serum Toothpastes #3 8
Slide 10: Global Manufacturing Footprint
Global Manufacturing Footprint 14 Locations in 8 International India Locations Jammu Baddi Pantnagar Sahibabad Alwar Tezpur Newai 8 Katni Turkey Indore Narendrapur (EU) Pitampur Egypt Nepal Silvassa (COMESA) Umbergaon Nasik Bangladesh UAE Nigeria (GCC + (ECOWAS) GAFTA) Sri Lanka Owned Manufacturing
Slide 11: FY25 Performance Highlights
FY25 Performance Highlights 10
Slide 12: FY25 Summary
FY25 Summary Supported by Strong Balance Sheet INR 12,563 Cr Consolidated Sales INR 73 Bn Net Cash as on 31st March 25 INR 1,768 Cr INR 107 Bn Net Worth Profit After Tax INR 1,418 Cr 35% Return on Invested Capital Dividend for FY25 80.2% Dividend Payout Ratio 90% 18.4% 14% Portfolio gained market Op
Slide 13: FY25 International Business – Performance Overview
FY25 | International Business – Performance Overview International Business FY25 Revenue Breakdown International Business grew by 17.2% in CC terms FY25 Constant Currency Growth % Middle Africa Bangladesh 19.8% East 24% 26% Turkey 18.0% Namaste NA 5.8% SSA 15.8% Europe 14% Asia Egypt 55.3% 21% Ameri
Slide 14: Strategic Business Levers
Strategic Business Levers 13
Slide 15: Strategic Business Levers
Strategic Business Levers 01 02 03 04 05 Focus on Distribution Operational Brand Building Innovation and Sustainability Expansion Excellence Premiumization 14
Slide 16: Strategic Business Levers
Strategic Business Levers 01 02 03 04 05 Focus on Distribution Operational Brand Building Innovation and Sustainability Expansion Excellence Premiumization 15
Slide 17: Through Persuasive & Thematic Campaigns across Brands
Through Persuasive & Thematic Campaigns across Brands 16
Slide 18: Regional Persuasive Campaigns
Regional Persuasive Campaigns 17
Slide 19: Topical Campaigns
Topical Campaigns ie REDPASTE 18
Slide 20: Outdoor And Rural Activations
Outdoor And Rural Activations ~25,000 1.3 Cr Wall Paintings Sq Ft Area Covered Chitrakoot Mela Wall Paintings Metro Pillar Branding <<Durga Puja <<Auto Brandings 19
Slide 21: Leveraged Largest Religious Gathering – Maha Kumbh 2025
Leveraged Largest Religious Gathering – Maha Kumbh 2025 38 200+ 50 13 100 7 10+ Led Screens Police Barricades Branded Police Booths Bill Boards Changing Rooms Branded Stalls Dant Snan Stations 20
Slide 22: Campaigns in International Business
Campaigns in International Business 21
Slide 23: Scaling Digital Advertising
Scaling Digital Advertising Digital Spends now at 45% of Media Spends 45.1% 12.6% FY20 FY25 25.2Mn Views 147Mn Views 38Mn Views 56.4Mn Views 6Mn Views 12.4Mn Views Partnered with North 1244 >50 >2000 >400 >300 >80 3000+ East West 512 818 Influencers spread Mommy Food Health across the country Celebs
Slide 24: A&P Spend increased to 1.3x in last 5 Years
A&P Spend increased to 1.3x in last 5 Years A&P Spend (INR Cr.) 864.6 650 FY20 FY25 23
Slide 25: Household Penetration gains in last 5 Years
Household Penetration gains in last 5 Years HAIR OILS ORAL CARE DCP JUICES FRESHNERS (Dabur Amla) (Dabur Red Paste) Real (Odonil) 36.3% 51% 2.3% 3.0% 5.6% +450 bps +750 bps +10 bps +120 bps +190 bps 24
Slide 26: Strong Market share Gains across 90% of our Portfolio
Strong Market share Gains across 90% of our Portfolio Category Market Share (%) Gains (Bps) Hair Oils 19.1 196 Toothpaste 16.3 15 MRC 68.7 386 Digestives 55.8 261 Shampoo 7.8 21 Chyawanprash 61.3 162 Juices & Nectars 60.6 261 Honey 51.4% 75 Air Fresheners 42.1% 67 Bleaches 31% 60 Glucose Powder 28.5
Slide 27: Strategic Business Levers
Strategic Business Levers 01 02 03 04 05 Focus on Distribution Operational Brand Building Innovation and Sustainability Expansion Excellence Premiumization 26
Slide 28: Innovation Contribution at 2.3% for FY25
Innovation Contribution at 2.3% for FY25 NPD % to Sales NPD % to Sales – Vertical Wise in FY25 2.3% 3.0% 2.5% 2.3% Healthcare HPC Food & Beverage FY25 Select NPDs launched during the Year 27
Slide 29: Driving Premiumization
Driving Premiumization Premium Dabur Dabur Honey Dabur Himalayan Health Juices Siens By Dabur Chyawanprash Variants Premium Range Shilajit Odonil Gel Pockets Dabur Herb’l Range Real Activ 100% Juice Real Activ Coconut Water 28
Slide 30: Strategic Business Levers
Strategic Business Levers 01 02 03 04 05 Focus on Distribution Operational Brand Building Innovation and Sustainability Expansion Excellence Premiumization 29
Slide 31: Expanded Distribution by 0.5 Mn to reach 8.4 Million Outlets in FY25
Expanded Distribution by 0.5 Mn to reach 8.4 Million Outlets in FY25 Total Reach (Mn Outlets) DIRECT REACH VILLAGE COVERAGE 8.4 1.5 Mn 1.33 lakhs 7.9 (YoY: 85,000 Increase) (YoY: 15,600 Increase) YODDHAS CHEMIST 19,900 2.79 Lakhs FY24 FY25 (YoY: 1420 Increase) (YoY: 9,000 Increase) Channel Wise Sali
Slide 32: Strategic Business Levers
Strategic Business Levers 01 02 03 04 05 Focus on Distribution Operational Brand Building Innovation and Sustainability Expansion Excellence Premiumization 31
Slide 33: FY25 | Cost Optimization & Productivity Improvement
FY25 | Cost Optimization & Productivity Improvement Cost Optimization Continuous Improvement Manufacturing Investment INR INR 100 Cr 2700 +500 Cr Kaizens implemented Savings achieved in FY25 Invested in FY25 32
Slide 34: Strategic Business Levers
Strategic Business Levers 01 02 03 04 05 Focus on Distribution Operational Brand Building Innovation and Sustainability Expansion Excellence Premiumization 33
Slide 35: Embedding Sustainability in whatever we do
Embedding Sustainability in whatever we do Key Environment KPIs Target FY25 100% elimination of coal usage across operations by Coal Usage Across 100% Sustained FY2025 Energy from Renewable & > 60% Scope-1 & 2 energy from renewable and clean 61% of the total energy consumed in operations came Cleane
Slide 36: ESG Score moved up to 81 and MSCI Rating upgraded to 'AA'
ESG Score moved up to 81 and MSCI Rating upgraded to ‘AA’ DJSI SCORE 81 72 30 FY 2021-22 FY 2022-23 FY 2023-24 35
Slide 37: Thank You!
DABUR INDIA LIMITED Thank You!