Latest news with #Odomos
Mint
07-07-2025
- Business
- Mint
Dabur share price soars 5% to 4-month high after June quarter business update
Dabur share price in focus today: Dabur shares jumped 5% in intraday trade on Monday, July 7, hitting a four-month high of ₹ 571.70 apiece after the consumer goods maker expressed optimism about its India business, citing a recovery in urban consumption and sequential demand growth in the FMCG sector driven by higher volumes. The company released its Q1FY26 business update on Friday, with projections broadly in line with brokerage estimates, prompting analysts to maintain their optimistic outlook on the stock. Dabur expects its Home and Personal Care (HPC) segment to perform well, led by strong growth in the oral, home, and skincare categories. Key brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are projected to post robust growth along with market share gains. Additionally, the company anticipates strong double-digit growth in its healthcare segment, with Dabur Honitus expected to deliver over 40% growth during the quarter. Its international business is also expected to post double-digit constant currency growth, led by key markets such as MENA, Turkey, Bangladesh, and the US-based Namaste business. The company stated that its beverage portfolio was impacted during the quarter due to unseasonal rains and a shorter summer. However, products like Activ Juices and Activ Coconut Water saw good momentum, with growth expected in the mid-teens. Dabur plans to focus more on the Activ portfolio going forward to align with evolving consumer trends and reduce the seasonality of its juices business. Due to the decline in the beverages segment, Dabur expects its consolidated revenue to grow in low single digits. Consolidated operating profit growth is expected to marginally lag revenue growth. With its refreshed strategic vision and favorable macroeconomic conditions—such as an above-average monsoon, good agricultural output, easing inflation, and consumption-focused government measures—Dabur expects revenue growth to regain momentum and trend higher in the coming quarters. "The fundamentals of the business remain strong, and we are continuing to invest behind our brands, expand our distribution reach, build a strong back end, and capture efficiencies to deliver good growth in revenue and profitability for the year," the company said in its Friday exchange filing. Disclaimer: The views and recommendations above are those of individual analysts, experts, and brokerage firms, not Mint. We advise investors to consult certified experts before making any investment decisions.
Time of India
07-07-2025
- Business
- Time of India
FMCG makers see weather impact on topline growth
Fast-moving consumer goods (FMCG) makers are expecting their topline growth to be impacted in the June quarter due to headwinds like unseasonal rains, a brief summer span and inflation pressure on key inputs. However, the FMCG industry witnessed a sequential recovery in demand during the quarter, with an uptick in volume growth, particularly in urban markets. Margins of FMCG majors such as Marico, Dabur, and Godrej Consumer remained below the normative level, and they expect a low-single-digit volume growth in the April-June period. Godrej Consumer Products expects its margin from the India business to stay below the 'normative range' in the June quarter, but is likely to deliver high-single-digit value growth aided by volume expansion. The company's volume growth, in its standalone business, has been strongly competitive and is sequentially improving, said the Godrej Industries Group FMCG arm in its quarterly updates. "Standalone EBITDA margin in Q1FY26 is likely to be below our normative range but is expected to improve," said Godrej Consumer Products Ltd (GCPL). Dabur's consolidated revenue in the June quarter is expected to grow in low-single digits on account of a decline in beverages, which was impacted during the quarter due to unseasonal rains and a short summer. Its "consolidated operating profit growth is expected to marginally lag revenue growth," said Dabur in its updates for the June quarter. However, Dabur's home and personal care (HPC) division is expected to perform well, driven by the oral, home and skin care categories. "Key brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are expected to post strong growth coupled with market share gains. Within healthcare, our brands such as Dabur Honey, Hajmola, Dabur Honitus, and Dabur Health Juices are expected to post robust double-digit growth," said Dabur. Similarly, Marico expects a 'modest operating profit' in the June quarter as it continued to witness sequential inflation in some key raw material inputs, such as copra, which was further heightened by unseasonal rainfall patterns. Vegetable oil prices eased following the cut in import duty by the government, and crude oil derivatives remained range-bound, it added. Gross margin is expected to be under "incremental pressure, on a particularly high base and partly due to the pricing-led high denominator effect, said Marico, which owns brands such as Saffola, Parachute, Hair & Care, Nihar and Livon etc.
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Business Standard
07-07-2025
- Business
- Business Standard
Dabur shares gain 4% as urban volume growth picks up with demand uptick
Shares of fast-moving consumer goods (FMCG) major Dabur rose nearly 4 per cent after it witnessed a sequential recovery in demand, with an uptick in urban volume growth. The company's stock rose as much as 3.89 per cent during the day to ₹514.3 per share, the steepest intraday gain since January 30 this year. The stock trimmed some gains to trade 3.6 per cent higher at ₹513,3 apiece, compared to a 0.10 per cent decline in Nifty 50 as of 10:18 AM. Shares of the company rose for the third day on Monday and currently trade at 15 times the average 30-day trading volume, according to Bloomberg. The counter has risen 1.5 per cent this year, compared to a 7.7 per cent advance in the benchmark Nifty 50. Dabur has a total market capitalisation of ₹91,070.12 crore. Dabur Q1 business update The Indian FMCG sector witnessed a sequential recovery in demand with an uptick in volume growth, particularly in urban markets, Dabur said in an exchange filing. It added that its Home and Personal Care (HPC) division is expected to perform well, driven by the oral, home and skin care categories. Key brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are expected to post strong growth coupled with market share gains, it said. "Within healthcare, our brands such as Dabur Honey, Hajmola, Dabur Honitus, and Dabur Health Juices are expected to post robust double-digit growth." However, the company's consolidated revenue is expected to grow in low-single digits due to a decline in beverage sales, it said. Consolidated operating profit growth is expected to marginally lag revenue growth. Dabur's beverage portfolio was impacted during the quarter due to unseasonal rains and a short summer. International business is expected to post double-digit constant currency growth, led by key markets like the Middle East and North Africa (MENA), Turkey, Bangladesh and the US Namaste business. "The fundamentals of the business remain strong, and we are continuing to invest behind our brands, expand our distribution reach, build a strong back end and capture efficiencies to deliver good growth in revenue and profitability for the year." Dabur Q4 results Dabur reported its consolidated net profit of ₹320.13 crore for Q4FY25, marking an 8.31 per cent drop on a Year-on-Year (Y-o-Y) basis. The company posted revenue from operations at ₹2,830.14 crore, marginally higher than ₹2,814.64 crore recorded during the fourth quarter of the previous financial year.
Business Upturn
07-07-2025
- Business
- Business Upturn
Dabur India shares rise nearly 2% today as Q1 update points to recovery in demand and strong brand performance
On Monday, 7th July, shares of Dabur India climbed 1.97% to trade at ₹504.85 on the NSE, up ₹9.75 from the previous close of ₹495.10. The uptick follows the FMCG company's positive business update for the quarter, highlighting a recovery in demand and strong growth across key brands and segments. During the quarter, Dabur noted a sequential recovery in the Indian FMCG sector, particularly in urban markets, which supported volume growth. Its Home and Personal Care (HPC) division is expected to perform well, driven by categories like oral care, home care, and skin care. Flagship brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are expected to report strong growth alongside market share gains. In its healthcare portfolio, products including Dabur Honey, Hajmola, Dabur Honitus, and Dabur Health Juices are expected to achieve robust double-digit growth, with Dabur Honitus standing out at over 40% growth. Organised trade channels, including e-commerce, quick commerce, and modern trade, continued their growth momentum during the quarter. The international business is also projected to deliver double-digit growth in constant currency terms, led by key regions such as MENA, Turkey, Bangladesh, and the US Namaste business. However, the beverage segment faced headwinds from unseasonal rains and a short summer, limiting overall revenue growth to low single digits. Despite this, Activ Juices and Activ Coconut Water performed well with growth expected in the mid-teens, and the company plans to further develop the Activ portfolio to reduce seasonality. Dabur expressed confidence that with a refreshed strategic vision, easing inflation, favourable monsoon, and supportive government measures, revenue growth is expected to gain momentum in the coming quarters. The company reiterated its commitment to investing in brands, expanding distribution, and driving efficiencies to deliver sustainable growth. In FY25, Dabur reported consolidated revenue of ₹12,563 crore and a consolidated net profit of ₹1,768 crore. Its portfolio includes three ₹1,000 crore brands — Dabur Amla, Dabur Red Toothpaste, and Real — along with several others in the ₹500 crore and ₹100–500 crore ranges, and it reaches 8.5 million retail outlets across India. Disclaimer: The information provided is for informational purposes only and should not be considered financial or investment advice. Stock market investments are subject to market risks. Always conduct your own research or consult a financial advisor before making investment decisions. Author or Business Upturn is not liable for any losses arising from the use of this information. Ahmedabad Plane Crash
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Business Standard
05-07-2025
- Business
- Business Standard
FMCG makers see impact of erratic weather on topline growth in Q1FY26
Fast-moving consumer goods (FMCG) makers are expecting their topline growth to be impacted in the June quarter due to headwinds like unseasonal rains, a brief summer span and inflation pressure on key inputs. However, the FMCG industry witnessed a sequential recovery in demand during the quarter, with an uptick in volume growth, particularly in urban markets. Margins of FMCG majors such as Marico, Dabur, and Godrej Consumer remained below the normative level, and they expect a low-single-digit volume growth in the April-June period. Godrej Consumer Products expects its margin from the India business to stay below the 'normative range' in the June quarter, but is likely to deliver high-single-digit value growth aided by volume expansion. The company's volume growth, in its standalone business, has been strongly competitive and is sequentially improving, said the Godrej Industries Group FMCG arm in its quarterly updates. "Standalone EBITDA margin in Q1FY26 is likely to be below our normative range but is expected to improve," said Godrej Consumer Products Ltd (GCPL). Dabur's consolidated revenue in the June quarter is expected to grow in low-single digits on account of a decline in beverages, which was impacted during the quarter due to unseasonal rains and a short summer. Its "consolidated operating profit growth is expected to marginally lag revenue growth," said Dabur in its updates for the June quarter. However, Dabur's home and personal care (HPC) division is expected to perform well, driven by the oral, home and skin care categories. "Key brands such as Dabur Red Toothpaste, Odonil, Odomos, and Gulabari are expected to post strong growth coupled with market share gains. Within healthcare, our brands such as Dabur Honey, Hajmola, Dabur Honitus, and Dabur Health Juices are expected to post robust double-digit growth," said Dabur. Similarly, Marico expects a 'modest operating profit' in the June quarter as it continued to witness sequential inflation in some key raw material inputs, such as copra, which was further heightened by unseasonal rainfall patterns. Vegetable oil prices eased following the cut in import duty by the government, and crude oil derivatives remained range-bound, it added. Gross margin is expected to be under "incremental pressure, on a particularly high base and partly due to the pricing-led high denominator effect, said Marico, which owns brands such as Saffola, Parachute, Hair & Care, Nihar and Livon etc. About the sector, Marico said it witnessed a "consistent demand pattern" in the June quarter, with improvement from the rural market. "During the quarter, the sector exhibited consistent demand patterns, marked by improving trends in rural markets and steady urban sentiment. We expect gradual improvement in the quarters ahead, supported by easing inflation, a favourable monsoon season and policy stimulus," said Marico. In terms of channels, organised trade, including e-commerce, quick commerce and modern trade, maintained their growth momentum during the quarter. About international business, Dabur said it expects to post 'double-digit constant currency growth', while Marico said it delivered high-teens constant currency growth, driven by broad-based growth across most markets. Godrej Consumer faced challenges in Indonesia, the second biggest market of the company after India. It had a significant increase in competitive pricing action across all major categories, which will likely result in "flattish" volume growth. "GAUM (Godrej Africa, USA, and Middle East) business is likely to deliver strong double-digit value growth and UVG for the second consecutive quarter. Profit growth continues to be healthy," it said.
