FMCG major Dabur reported a strong fourth-quarter performance for 2025-26, posting a 16% rise in consolidated net profit to Rs. 362 crore, driven by robust domestic demand, rapid growth in quick commerce, and sharp gains across its hair care and home care businesses.

 

Consolidated revenue for the quarter climbed 7.3% to Rs. 3,038 crore from Rs. 2,830 crore a year earlier, while Dabur’s India FMCG business surged 9.5%.

 

Dabur India Limited Global Chief Executive Officer Mohit Malhotra said: “Amid heightened geopolitical tensions in the Middle East that drove inflation, elevated freight costs, and impacted consumer demand in select markets, Dabur demonstrated agility in navigating the operating environment. 

 

"We delivered a resilient performance during the fourth quarter of 2025-26 on the back of proactive supply chain diversification by way of opening alternative supply routes to key geographies, disciplined cost controls, and calibrated price increases, combined with strong brand-led consumer engagement.”

 

The company’s India FMCG operating profit rose 12.5% during the quarter, backed by healthy underlying volume growth of 6%.

For the full financial year 2025-26, Dabur posted a 5% rise in revenue to Rs. 13,193 crore, while annual net profit increased 7.4% to Rs. 1,869 crore.

 

Rural markets continued to outperform urban demand, with rural consumption growth running 350 basis points ahead of urban India. However, Dabur said the gap between rural and urban growth narrowed sharply compared to December 2025, signalling a broader recovery in consumption trends.

 

Within urban markets, e-commerce and modern trade emerged as major growth engines, rising 49% and 19% respectively. Quick commerce remained the standout performer, expanding 54% during the quarter and powering a 30% jump in Dabur’s foods business.

 

“That said, the gap between rural and urban growth has narrowed significantly compared to December 2025, reflecting a more balanced consumption recovery. We expect this convergence to continue. 

 

'Within Urban India, e-commerce and Modern Trade have been driving demand, growing by 49% and 19% respectively. Quick Commerce is driving the online business, posting a growth of 54%. This channel was a major contributor to our Foods business, which grew by 30% in Q4. We will continue to double down on emerging channels, which serve as the incubators for Dabur's innovation and premium products. 

 

"As part of this initiative, we have launched SIENS, Dabur's first online only Direct-to-Consumer nutraceutical brand, which is showing great consumer traction. We continue to invest heavily behind this brand,” Malhotra added.

 

Dabur’s hair care portfolio emerged as the biggest growth driver, surging around 27% during the quarter, led by a 28% jump in hair oils. Home care expanded over 24%, while digestives grew around 15%. 

 

The skin and salon business rose more than 12%, toothpaste sales increased over 7%, and the OTC and ethicals business also posted nearly 7% growth. The Badshah portfolio recorded a 12% rise.

 

“Despite inflationary pressures, Dabur leveraged its strong brand superiority to deliver healthy growth across the key and highly competitive Home & Personal Care and Healthcare categories. 

 

"The Company's business fundamentals remain robust, with brands across Honey, Health Juices, Digestives, Oral Care, Hair Care, Healthcare, Air Fresheners, and Foods reporting strong gains during the quarter,” Malhotra said.

 

The company said it gained market share across 95% of its portfolio. Hair oils market share rose 154 basis points, digestives gained 233 basis points, fruit nectars added 250 basis points, and 100% juices expanded 136 basis points. Air fresheners also recorded a 166 basis point gain.

 

International business grew 2.5% despite continuing pressure in the Middle East, with strong momentum from Sub-Saharan Africa, Bangladesh, the UK and EU markets, and Namaste US.

 

The board also recommended a final dividend of 550%, taking the total dividend payout for 2025-26 to 825%.

 

“In line with our payout policy, the Board has proposed a dividend of Rs. 5.50 per share, aggregating to Rs. 975.50 crore,” Dabur India Group Director PD Narang said.