Brands
Dabur Q4 net profit rises 16 per cent to Rs 362 crore on FMCG growth
Hair oils, foods and quick commerce fuel strong quarter for FMCG major
NEW DELHI: Dabur India Ltd reported a strong finish to FY26, posting a 16 per cent rise in consolidated net profit for the fourth quarter at Rs 362 crore, compared to Rs 312.7 crore in the same period last year. Consolidated revenue for the quarter rose 7.3 per cent year-on-year to Rs 3,038 crore, up from Rs 2,830 crore a year ago, while the India FMCG business grew 9.5 per cent during the period.
The company said growth was driven by steady rural demand, expanding quick commerce channels and strong performances across hair care, foods and home care categories. India FMCG business operating profit increased 12.5 per cent during the quarter, supported by healthy underlying volume growth of 6 per cent.
For the full financial year 2025-26, Dabur posted revenue of Rs 13,193 crore, marking a 5 per cent increase over the previous year. Net profit for the year rose 7.4 per cent to Rs 1,869 crore.
Dabur India Ltd global chief executive officer Mohit Malhotra said the company navigated a challenging operating environment marked by geopolitical tensions in the Middle East, inflationary pressure and elevated freight costs through supply chain diversification, calibrated price increases and disciplined cost controls.
He added that rural demand continued to outperform urban markets during the quarter, growing 350 basis points ahead of urban India, although the gap between the two narrowed significantly compared to December 2025.
Urban demand, meanwhile, was led by e-commerce and modern trade channels, which grew 49 per cent and 19 per cent respectively. Quick commerce emerged as a key growth engine, posting 54 per cent growth during the quarter. The channel significantly boosted Dabur’s foods business, which expanded by 30 per cent in Q4.
The company also highlighted strong early traction for SIENS, its online-only direct-to-consumer nutraceutical brand launched as part of its premium and innovation-focused strategy.
Across categories, Dabur’s hair care portfolio surged about 27 per cent during the quarter, led by a 28 per cent jump in hair oils. Home care grew over 24 per cent, while the digestives business rose around 15 per cent. Skin and salon products recorded over 12 per cent growth, toothpaste was up more than 7 per cent, and OTC and ethical products also increased around 7 per cent. The Badshah portfolio delivered 12 per cent growth during the quarter.
Dabur India Ltd global chief executive officer Mohit Malhotra said the company continued to gain market share across 95 per cent of its portfolio despite inflationary pressures. Dabur recorded a 154 basis point gain in hair oils, 233 basis points in digestives, 250 basis points in fruit nectars, 136 basis points in 100 per cent juices and 166 basis points in air fresheners.
International business grew 2.5 per cent during the quarter despite continued headwinds in the Middle East. Growth was led by Sub-Saharan Africa at 20 per cent, Bangladesh at 22 per cent, the UK and EU markets at 10 per cent and Namaste US at 6.2 per cent.
On shareholder returns, the board recommended a final dividend of 550 per cent, taking the total dividend for FY26 to 825 per cent. Dabur India Ltd group director P. D. Narang said the proposed final dividend stands at Rs 5.50 per share, aggregating to Rs 975.50 crore.
With quick commerce delivering a fresh growth spark and premium categories continuing to gain traction, Dabur appears to be ending FY26 on a healthier note, proving that even in a crowded FMCG aisle, legacy brands can still find new ways to stay shelf-ready.
