Half Year 2025 Dabur India Ltd Earnings Call Transcript
Key Points
- Dabur India Ltd (BOM:500096) reported strong growth in its international business, with a 13% increase in constant currency terms.
- The company gained market share across 95% of its portfolio, indicating strong brand performance.
- Dabur's home and personal care segment grew by 6%, and healthcare by 4%, showing resilience in key categories.
- The proposed merger with Sesa Care Private Limited is expected to enhance Dabur's presence in the premium ayurvedic hair oil segment, offering substantial revenue and cost synergies.
- Dabur's Dow Jones Sustainability Index score improved by 170% over two years, reflecting its commitment to sustainability and responsible governance.
- Dabur India Ltd (BOM:500096) experienced a 5.5% decline in consolidated revenue due to inventory rationalization efforts.
- The company's operating profit decreased by 16.4% due to revenue decline and increased advertising and promotion expenses.
- Urban consumption slowed down, particularly affecting the beverage category, due to heavy monsoons and high food inflation.
- Competitive intensity in the oral care segment increased, impacting Dabur's growth compared to market leaders.
- The juices and nectars category faced a high single-digit decline, exacerbated by aggressive monsoons and competitive pricing pressures from carbonated drinks.
Ladies and gentlemen, good day, and welcome to the Q2 results investor conference call of Dabur India Limited. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Ms. Isha Lamba, Head, Investor Relations and M&A. Thank you, and over to you, Ms. Lamba.
Good evening, ladies and gentlemen. On behalf of the management of Dabur India Limited, I welcome you to the earnings conference call pertaining to the results for Q2 FY25.
Present here with me are Mr. Mohit Malhotra, Chief Executive Officer; Mr. Ankush Jain, Chief Financial Officer; Mr. Rehan Hassan, Head of Sales; Ms. Gagan Ahluwalia, VP, Corporate Affairs; and Mr. N. Krishnan, GM Finance.
We will start with an overview of the company's performance by Mr. Mohit Malhotra, and this will be followed by a Q&A session. I now hand over to Mr. Mohit. Thank you.
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