Dabur India Q1 results: Consolidated net profit rises 3% YoY to ₹514 crore; EBITDA grows 2%.

During the quarter under review, the FMCG manufacturer’s revenue from operations grew 2% YoY to ₹3,405 crore, compared to ₹3,349 crore in the June quarter of FY25.

In Q1FY26, the company generated ₹2,704.92 crore in revenue from the consumer care business segment, which rose 5.36% YoY from ₹2,567.18 crore in the year-ago period. Its revenue from the food business fell 11.71% YoY to ₹620.86 crore in the reporting quarter, as against ₹703.19 crore in Q1FY25.

Its retail segment revenue stood at ₹26.16 crore, slumping 11.59% YoY from ₹29.59 crore. While the other segments grew 9.11% YoY to ₹43.84 crore, compared to ₹40.18 crore, its revenue from the unallocated segments declined 2.33% YoY to ₹8.80 crore from ₹9.01 crore.

The quarter saw steady growth across all of Dabur’s key verticals, such as digestives, toothpaste, hair care, skin care, and home care. While unseasonal rain during the peak summer months impacted its summer-centric portfolio, particularly categories like beverages and glucose, its diversified product mix and agile supply chain helped to cushion the impact and maintain the overall momentum, the company said.

Despite facing inflationary headwinds during the quarter, the firm delivered a 2% growth in operating profit (or EBITDA), outpacing topline growth and underscoring the strength of our brands and execution.

More specifically, the firm’s EBITDA (earnings before interest, tax, depreciation, and amortisation) stood at ₹668 crore during the reporting period, jumping 1.95% YoY from ₹655 crore in Q1FY25.

Its EBITDA margin expanded slightly to 19.62% from 19.56%.

Commenting on the earnings, Mohit Malhotra, the Chief Executive Officer (CEO) of Dabur India Ltd., said, "This performance was anchored by solid market share gains across 95% of our portfolio, reflecting the trust of our consumers, the resilience of our brands, and the agility of our teams to navigate challenges and deliver ahead of expectations."

“While urban markets, riding on the strong performance of modern trade and emerging channels, have shown signs of sequential improvement, they still lag rural growth. We recognise that rural consumers are the growth engine for us. Through targeted initiatives such as expanding our rural footprint, enhancing last-mile connectivity, and rolling out tailored product formats, we have deepened our engagement and trust in these communities,” he added.

The rural markets outperformed the urban ones over five consecutive quarters, reflecting consumer confidence. In the quarter under review, the growth in value and volume from the rural markets was 390 basis points (bps) higher than that of urban India.

Furthermore, the company has expanded its distribution footprint with direct reach increasing to 1.52 million in Q1FY26, a 63,000-outlet YoY jump from 1.45 million in Q1FY25. Its village coverage expanded by around 10,000 villages, reaching 1.33 lakh villages.

Dabur’s standalone Q1 earnings

It announced a marginal YoY increase in its standalone net profit to ₹407.41 crore in June FY26, as against a profit of ₹405.38 crore in Q1FY25.

The firm’s revenue from operations stood at ₹2,469.51 crore, marking a 1.77% YoY decrease from ₹2,514.16 crore in the June quarter of FY25.

Shares of Dabur closed 1.38% higher at ₹529.2 apiece on the National Stock Exchange (NSE) on Thursday.