Slide 1: Cover letter to stock exchanges - Investor Communication
-A- ^ '^' Ref: SEC/SE/2025-26 / / Date: October 30, 2025 nrii^t -^ 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
Slide 2: Investor Presentation - Quarter Ended 30th September 2025
DABUR INDIA LIMITED October 30, 2025 INVESTOR PRESENTATION QUARTER ENDED 30TH SEPTEMBER 2025
Slide 3: Agenda for Today
AGENDA FOR TODAY 1 KEY HIGHLIGHTS 2 FINANCIAL HIGHLIGHTS – Q2 & H1 FY26 3 BUSINESS PERFORMANCE – Q2 FY26 4 PROFIT & LOSS STATEMENTS 2
Slide 4: Key Highlights
KEY HIGHLIGHTS 3
Slide 5: Key Positives and Operating Headwinds in Q2
KEY HIGHLIGHTS OF Q2 Key Positives and Operating Headwinds in Q2 Key Positives Operating Headwinds 95% of the Portfolio gained market share Trade witnessed temporary disruptions post GST reforms announcement Rural markets continue to outpace urban Heavy rainfall & floods impacted consumption of Beve
Slide 6: GST Reforms: Lighter on the Pocket, Brighter for the Future
KEY HIGHLIGHTS OF Q2 GST Reforms: “Lighter on the Pocket, Brighter for the Future” Key Categories Juices Toothpaste Hair Oils Ayur Shampoo Glucose Proprietary benefitted 66% portfolio benefitted from GST rate reduction 20% 66% ~86% No Change GST cut from Now at “5% tax” (5% GST) 12/18% to 5% bracket
Slide 7: Financial Highlights – Q2 & H1 FY26
FINANCIAL HIGHLIGHTS – Q2 & H1 FY26 6
Slide 8: Q2 FY26 Financial Highlights
FINANCIAL HIGHLIGHTS – Q2 & H1 FY26 Q2 FY26 Financial Highlights Revenue Growth Consolidated Revenue India FMCG* International 5.4% 5.7% 7.7% YoY Growth in INR Terms YoY Growth YoY Growth 2% India Volume Growth 5.5% YoY CC Growth Operating Profit and PAT Growth Operating Profit Profit After Tax +6.4
Slide 9: Q2 Business Performance – Domestic & International
FINANCIAL HIGHLIGHTS – Q2 & H1 FY26 Q2 Business Performance – Domestic & International Domestic Business HPC HEALTHCARE F&B INTERNATIONAL YoY Growth +8.9% +1.3% +1.7% 7.7% +5.5% CC growth Revenue (INR Cr.) 1,123 603 323 912 Contribution (%) 55% 29% 16% 29% (% Domestic) (% Domestic) (% Domestic) (% C
Slide 10: Key International markets sustaining growth momentum; Nepal impacted
FINANCIAL HIGHLIGHTS – Q2 & H1 FY26 Key International markets sustaining their growth momentum; Nepal impacted on account of political unrest Region Wise Constant Currency Growth in Q2 FY26 Namaste (US) MENA Region Turkey UK 10.5% 11.6% 37% 37% SSA Region Bangladesh Nigeria Nepal 7.2% 13.4% 9.7% (15
Slide 11: Dividend Update
FINANCIAL HIGHLIGHTS – Q2 & H1 FY26 Dividend Update Interim Dividend Dividend per share (INR) 2.75 Dividend % 275% Total Dividend (INR Cr) 487.8 10
Slide 12: Business Performance – Q2 FY26
BUSINESS PERFORMANCE – Q2 FY26 11
Slide 13: Home & Personal Care
BUSINESS PERFORMANCE – Q2 FY26 Home & Personal Care Oral Care • Toothpastes recorded ~14% growth y-y • Continue to outpace category growth in toothpastes and gained market share ` • Both Dabur Red Toothpaste and Meswak sustained their strong growth trajectory Category Wise YoY Value Growth Skin Care
Slide 14: Healthcare
BUSINESS PERFORMANCE – Q2 FY26 Healthcare Health Supplements • Dabur Honey reported double-digit growth in high twenties Category Wise YoY Value Growth • Dabur Chyawanprash maintained its leadership position by gaining 234 bps market share on the back of focused media initiatives Health Mid Single S
Slide 15: Foods & Beverages
BUSINESS PERFORMANCE – Q2 FY26 Foods & Beverages • Foods portfolio grew in double-digits led by strong growth in Coconut milk, Edible Oils & Fats • Activ range, including Juices and Coconut water, maintained its strong double-digit growth momentum Category Wise YoY Value Growth • ‘Real Juices’ portf
Slide 16: Impactful Advertising With Differentiated Positioning
BUSINESS PERFORMANCE – Q2 FY26 Impactful Advertising With Differentiated Positioning Dabur Amla: “Hair Washing Se Pehle Oiling” 15
Slide 17: Impactful Advertising With Differentiated Positioning
BUSINESS PERFORMANCE – Q2 FY26 Impactful Advertising With Differentiated Positioning Dabur Chyawanprash – Daily Two Spoons for Monsoon 16
Slide 18: Impactful Advertising With Differentiated Positioning
BUSINESS PERFORMANCE – Q2 FY26 Impactful Advertising With Differentiated Positioning Pudin Hara – Cooling On, Acidity Gone 17
Slide 19: Leveraging Influencer And Digital Campaigns
BUSINESS PERFORMANCE – Q2 FY26 Leveraging Influencer And Digital Campaigns Short format Series launched: Meswaknama Fem x Karvachauth Chetan Goel x Odonil Gel Pocket Dabur Amla x Teacher’s Keep It Real, with Real Greetings - Day (AI Campaign) Rakhi Campaign 18
Slide 20: Profit & Loss Statements
PROFIT & LOSS STATEMENTS 19
Slide 21: Q2 FY26 Consolidated P&L
PROFIT & LOSS STATEMENTS Q2 FY26 CONSOLIDATED P&L In INR crores Q2 FY26 Q2 FY25 Y-o-Y (%) Revenue from operations 3,191.3 3,028.6 5.4% Material Cost 1,613.5 1,534.3 5.2% Employee expense 347.9 338.8 2.7% Advertisement and publicity 233.6 225.6 3.5% Other Expenses 408.3 377.3 8.2% Operating Profit 58
Slide 22: Q2 FY26 Standalone P&L
PROFIT & LOSS STATEMENTS Q2 FY26 STANDALONE P&L In INR crores Q2 FY26 Q2 FY25 Y-o-Y (%) Revenue from operations 2,234.8 2,143.6 4.3% Material Cost 1,179.7 1,143.7 3.1% Employee expense 213.4 208.1 2.6% Advertisement and publicity 172.2 164.9 4.4% Other Expenses 245.5 223.8 9.7% Operating Profit 424.
Slide 23: 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 24: Thank You!
Thank You! For more information and updates, visit: http://www.Dabur.Com/in/en-us/investor 23