Following this, the shares of Dabur India had been buying and selling 1% larger at Rs 498 on the BSE.
Dabur said that classes reminiscent of oral care, juices, hair oils, shampoos, digestives, OTC, branded ethicals, and culinary—which collectively comprise roughly 60% of Dabur’s India enterprise—are set to learn from a discount in GST charges from 12%/18% to five%.
As of the reporting quarter, ~85% of Dabur’s portfolio is now taxed at 5%, which the corporate views as a key optimistic. Dabur reiterated its dedication to passing on the advantages of the decreased GST charges to customers.
Nonetheless, the GST Council’s announcement in September 2025 led to short-term disruption, as customers deferred purchases to learn from decrease MRPs and distributors labored to clear higher-priced stock.
This impacted gross sales in the course of the month of September and, by extension, Q2 FY26. Regardless of this, Dabur’s non-GST impacted manufacturers reminiscent of Dabur Honey, Anmol Coconut Oil, Gulabari, and Hajmola Jeera carried out properly. The corporate said that retail offtakes remained resilient, permitting it to maintain market share features in 90% of its portfolio.Within the House & Private Care phase, the Oral Care portfolio continued its sturdy progress trajectory and is predicted to ship double-digit progress, pushed by merchandise like Pink Toothpaste and Meswak, supported by on-ground execution and advertising efforts.The Pores and skin Care portfolio is anticipated to develop in excessive single digits, led by manufacturers reminiscent of Gulabari and Oxy. In Hair Care, Shampoos are anticipated to put up high-single digit progress, led by Vatika, whereas Hair Oils are anticipated to see mid-single digit progress. The Odonil franchise inside House Care additionally carried out properly.
Within the Healthcare phase, manufacturers reminiscent of Dabur Honey, Honitus, the Hajmola franchise, and Well being Juices are anticipated to report double-digit progress, supported by sturdy product portfolios.
The Meals & Drinks phase, notably Culinary, can also be anticipated to document double-digit progress, with sturdy efficiency in Oils & Fat. The Drinks enterprise reported strong progress of 30%+, pushed by Activ juices and Coconut water.
Nonetheless, the general beverage portfolio was impacted by higher-than-expected rainfall and floods in July and August.
Throughout channels, E-commerce (together with Fast Commerce) is projected to develop in double digits, whereas Fashionable Commerce maintained its progress trajectory.
Within the worldwide enterprise, key areas reminiscent of MENA, Turkey, Namaste, and Bangladesh carried out properly, whereas Nepal was adversely affected by political unrest. The general worldwide enterprise is predicted to put up mid-single digit progress in each INR and fixed foreign money phrases.
For the quarter, Dabur expects consolidated income to develop in mid-single digits, with working revenue progress broadly in step with income.
The corporate concluded by noting that with supportive macroeconomic circumstances and the latest GST price cuts, consumption is predicted to strengthen, and income progress is anticipated to regain momentum within the upcoming quarters.
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