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Optimistic for recovery in consumption; actively exploring acquisitions: Dabur chairman Mohit Burman
Optimistic for recovery in consumption; actively exploring acquisitions: Dabur chairman Mohit Burman

Time of India

time09-07-2025

  • Business
  • Time of India

Optimistic for recovery in consumption; actively exploring acquisitions: Dabur chairman Mohit Burman

Live Events (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Packaged goods maker Dabur India expects sequential recovery in demand in FY26, aided by softening inflation, a good monsoon and improvement in macroeconomic indicators, and is actively exploring acquisitions , its chairman Mohit Burman said in the company's latest annual report, released said despite GDP growth of 6.4% in FY25, persistent food inflation impacted FMCG consumption more so in cities. 'Yet, rural India remained resilient, outpacing urban growth.' The company derives near-half of its annual sales from rural markets Other packaged consumer goods makers Godrej Consumer Products and Marico too have indicated sequential recovery in urban and rural markets for the April-June '25 quarter in their respective quarter updates aided by easing inflation of some commodities, good monsoons and policy incentives, signalling some relief for the sector after five quarters of slowing Rs 12,563-crore company, which has three Rs 1,000-crore brands in its portfolio now - Amla, Red Toothpaste and Real juice -is accelerating reach in the hinterland in addition to sharpening focus in cities with premium products, the company noted in its annual report.'Going forward, we remain optimistic about sequential recovery in consumption trends in 2025-26, supported by forecasts of a normal monsoon, improving macroeconomic indicators, sustained government investment in infrastructure, and easing inflation," Burman said in the report."Our Go-to-Market transformation, strategic M&A focus, and operating model reinvention are designed to unlock new engines of value creation," he company said it has formed seven strategic pillars for growth, which include deepening investment in core power brands, premiumisation, health and wellness, portfolio rationalisation and strategic company said it rationalised its inventory in general trade as consumers switched to e-commerce and quick commerce.

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