Dabur India (DABUR) Q2 26/27 earnings summary

Executive summary

• Q2 FY27 consolidated revenue was ₹3,563.07 crore, versus ₹3,191.32 crore YoY; consolidated net profit was ₹498.57 crore, versus ₹444.79 crore.

• Domestic FMCG volume growth was 5.5%; international revenue grew 20.0%, with sequential improvement in topline growth.

• Interim dividend of ₹3.50 per share was declared; the record date is November 10, 2026, with payment from November 25 onward.

• NCLT approved the Sesa Care Private Limited amalgamation, with an appointed date of April 1, 2026; effectiveness follows filing the certified order with the Registrar of Companies.

• Statutory auditors issued unmodified limited-review conclusions on consolidated and standalone results.

Financial highlights

• H1 FY27 consolidated revenue was ₹7,327.46 crore and net profit ₹1,084.73 crore; PBT was ₹1,401.17 crore versus ₹1,235.64 crore YoY.

• Consolidated Q2 PBT was ₹645.52 crore versus ₹573.02 crore YoY; basic EPS was ₹2.85 versus ₹2.55, and H1 basic EPS was ₹6.18 versus ₹5.45.

• Q2 standalone revenue was ₹2,432.87 crore and net profit ₹387.84 crore; H1 revenue was ₹5,120.21 crore and net profit ₹840.25 crore.

• Q2 consolidated material costs rose 13.0% YoY and other expenses increased 23.6%; advertising and publicity expense declined 3.0%.

• H1 consolidated net cash from operating activities was ₹709.37 crore versus ₹756.59 crore in the prior-year period.

Segment performance

• Home & Personal Care revenue was ₹1,245 Cr, up 10.9%; Healthcare revenue was ₹645 Cr, up 6.9%; Foods & Beverages revenue was ₹379 Cr, up 17.4%.

• International business revenue reached ₹1,091 Cr, up 20.0%; Namaste US grew 21.2%, Turkey 42.4%, Egypt 30.4% and SSA 43.2% on a reported basis.

• Consolidated Q2 Consumer Care revenue was ₹2,953.29 crore and segment result ₹658.86 crore; Food revenue was ₹531.38 crore and result ₹63.86 crore.

• Hair oils and shampoo each grew at a high-teens rate; Odonil delivered double-digit growth, Odomos mid-single-digit growth and Sanifresh double-digit growth.

• Hajmola, Pudin Hara and Isabgol recorded strong double-digit growth; beverages grew mid-teens, while Foods and Badshah reported strong double-digit growth.