Dabur FY26 March-quarter outlook: revenue to rise mid-single digits as profit growth outpaces sales

Dabur expects consolidated revenue growth in the mid-single digits for the March quarter of FY26, supported by a sequential recovery in India and double-digit growth internationally. The company said operating profit should grow faster than topline. It also flagged disruption in West Asia from geopolitical tensions and supply constraints.

Dabur said consolidated revenue was expected to rise in mid-single digits in the March quarter of FY26. The company linked the outlook to a step-up in domestic demand and double-digit expansion overseas. Dabur also said operating profit was set to grow faster than revenue for the quarter ended March 31, 2026.

Dabur FY26 Q4 revenue outlook

In India, Dabur said momentum stayed steady through the quarter as macro conditions remained stable. The India FMCG business saw sequential demand improvement and was expected to post high single-digit growth. Dabur said this helped balance pressure in parts of the overseas portfolio during the period.

Dabur revenue growth outlook for March quarter FY26

Dabur said West Asia faced disruptions due to geopolitical stress, affecting demand and logistics. The company said some key overseas markets performed better despite these issues. "Overall, we expect consolidated revenues to grow in mid-single digits with operating profit growing ahead of the topline,\" Dabur noted.

Outside India, Dabur said the West Asia business was hit by the US-Israel-Iran conflict. Dabur added that Turkey, Bangladesh and the UK delivered double-digit growth in constant currency terms. \"We expect our international business to record low-single digit growth in rupee terms,\" said Dabur.

Dabur said global markets contributed around 24–25 per cent of consolidated revenue. The company said the domestic showing reduced the impact from West Asia pressures. It also pointed to supply chain constraints in the region during the quarter. Dabur did not change its stance on profit growing faster than sales.

Dabur Home and Personal care growth in March quarter FY26

Dabur said the Home and Personal care business kept a double-digit growth trend. It was expected to expand in the mid-teens during the quarter. Hair Oils, Shampoo and Home Care were likely to rise in the twenties. Dabur said brands such as Dabur Amla franchise, Vatika Shampoo, Dabur Almond, Odonil, Odomos, Meswak and Gulabari should see volume-led growth.

Dabur Healthcare business update for March quarter FY26

Dabur said Dabur Honey, Honitus, Health Juices and Hajmola franchise should report double-digit growth. Yet the overall healthcare business was expected to grow in low single digits. Dabur said Dabur Glucose was hurt by unseasonal rains in key markets in March. The company linked the impact to weaker hydration demand.

Dabur Foods and Real Activ Juices performance in March quarter FY26

Dabur said Foods, Real Activ Juices and Coconut Water continued to deliver over 20 per cent growth. The out-of-home portfolio, however, was affected by unseasonal rains in key markets. Dabur said the Real brand grew faster than the category. It also said market share rose across Nectars, Juices and Coconut Water.

Dabur said organised trade channels kept growing during the quarter. It listed modern trade, e-commerce and quick commerce as key drivers. The company also pointed to a steady recovery in general trade. Dabur said these channel trends supported the sequential improvement seen in India FMCG demand.

On the outlook, Dabur said domestic demand was expected to improve gradually with better consumption trends. \"We remain watchful of the evolving geopolitical landscape and will continue to take proactive measures to mitigate any potential impact on our operations and cost structure,\" said Dabur. The company said a detailed results release would follow after board review of the quarter’s consolidated and standalone numbers.

With inputs from PTI

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