Dabur India Ltd. News and Updates

Name: Latest research reports of Dabur India Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: Dabur India Ltd.
Rating: 3
Author: Prabhudas Lilladhar

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Dabur India Ltd.

11 Sep 2019

535.45

-0.16%

Analyst Meet Update

Hold: Dabur India Ltd.

Prabhudas Lilladhar

Dabur has maintained a very cautious stand due to near term macro- Change in Estimates | Target | Reco economic headwinds led by 1) slowing down of MoM FMCG growth rate (13.2% in 2Q19 to 3.7% in July'19) 2) increased unemployment 3) liquidity...

Number of FII/FPI investors decreased from 764 to 755 in Jun 2025 qtr

Dabur India Ltd.

09 Sep 2019

535.45

-0.16%

Dabur leans on 'Power of 8' to beat slowdown, sustain medium-term growth

Business Standard

Upward thrust to Ayurveda products with strong push to eight of its power brands and a structurally strong rural presence should help, say analysts

Number of FII/FPI investors decreased from 764 to 755 in Jun 2025 qtr

Dabur India Ltd.

09 Sep 2019

535.45

-0.16%

A route back to the roots!

Neutral: Dabur India Ltd.

Motilal Oswal

9 September 2019 The new CEO believes that DABUR had deviated its focus from its core business over the past 15 years or so. Management believes that, unlike peers, not only does the company have strong domain knowledge, extensive sourcing of herbs and the widest collection of ancient manuscripts on traditional medicines, but also all-encompassing knowledge and a portfolio suitable for the core concepts of Ayurveda Ahaar, Vihaar and Aushadi (meaning Food, Habit and Medicine respectively). These will be the key focus areas which management believes were lacking vigor over the last five years, either in terms of pipeline or enthusiasm. In the four-year vision cycle (currently in the second year), it will not enter any new category, and thus, all innovations and renovations will be in existing categories of HPC, Healthcare and Food.

Axis Direct upgraded Dabur India Ltd. to Buy with a price target of 630.0 on 05 Sep, 2025.

Dabur India Ltd.

03 Sep 2019

535.45

-0.16%

Dabur launches haircare range for children

Business Line

Home grown FMCG major Dabur India is expanding its hair care portfolio under its flagship brand Dabur Amla with the launch of a specialised kids' hai

Dabur India Ltd. has an average target of 563.57 from 7 brokers.

Dabur India Ltd.

13 Aug 2019

535.45

-0.16%

Management Meet Update

Hold: Dabur India Ltd.

Target

Prabhudas Lilladhar

IBD margins expected to improve in 2HFY20 We met the management of Dabur to understand current demand scenario, vision and the long term business strategy. Dabur is looking at a sustainable 7-8% volume growth led by 1) strengthening and scaling up of the 8 power...

Number of FII/FPI investors decreased from 764 to 755 in Jun 2025 qtr

Dabur India Ltd.

08 Aug 2019

535.45

-0.16%

The slowdown will last for a couple of quarters: Dabur India CEO

Business Line

In a bid to tide over the ongoing consumption slowdown, Dabur India is stepping up its investments to expand its direct rural distribution network and

Number of FII/FPI investors decreased from 764 to 755 in Jun 2025 qtr

Dabur India Ltd.

22 Jul 2019

535.45

-0.16%

Dabur India (1QFY20): Mindblowing, unprecedented. Maintain BUY

Buy: Dabur India Ltd.

Target

HDFC Securities

New CEO Mohit Malhotra intends to (1) Scale power brands (large addressable opportunity), (2) Increase direct reach in rural (55k villages in FY20 vs 48k now) and (3) Cost optimisation. Most of this is on track, but the rural tilt in sales mix does depend on the progress of the monsoon and government initiatives to revive the rural economy. In FY20, we expect (1) Recovery in gross margins (+70bps vs. -103bps in FY19) led by price hikes and benign input cost inflation, (2) Tight cost controls (A&P) and (3) Favorable operating leverage which will drive EBITDA margin by 181bps (-56bps in FY19). Dabur delivered a strong 1QFY20, despite weak macros and a high base. Cos distribution initiatives and concentrated brand focus have led to ~10% vol. growth, ~2x estimates. This is unprecedented, given Daburs track-record in difficult macros. We model near term softness, maintaining estimates despite the 1Q beat. Our TP of Rs 470 is based on 38x Jun-21E EPS. Maintain BUY.

Dabur India Ltd. has an average target of 563.57 from 7 brokers.

Dabur India Ltd.

22 Jul 2019

535.45

-0.16%

Dabur India

Buy: Dabur India Ltd.

Target

ICICI Securities Limited

Domestic business grew 10.5% driven by 9.6% growth in volume, supported by higher trade promotions. All key categories witnessed growth: health supplements (+19.6%), digestives (+18.2%), OTC (+13.1%), ethicals (+15.9%), hair oil (+12.1%), shampoo (+10.9%), oral care (+11.4%) and skin care (+12.1%). However, mere 1.5% growth in foods, on account of increased competitive intensity, was a disappointment. Volume growth was encouraging, considering a high base of 21%. However, the management has indicated a further slowdown in rural demand with growth in June...

Dabur India Ltd. has an average target of 563.57 from 7 brokers.

Dabur India Ltd.

20 Jul 2019

535.45

-0.16%

Dabur India appoints Amit Burman as Chairman

Business Today

Another family scion, Mohit Burman, has been named the vice chairman of Dabur.

Dabur India Ltd. is trading above all available SMAs

Dabur elevates Amit Burman as Chairman

Business Line | 19 Jul 2019 5 more

Dabur India Ltd.

19 Jul 2019, 12:00AM

535.45

-0.16%

Dabur India

Hold: Dabur India Ltd.

Recommendation

Arihant Capital

Defying current slowdown in consumer demand, Dabur India came out with good set of numbers, beating our estimate on all fronts. Consolidated revenue for the quarter Q1FY20 grew 9.3% YoY to Rs 2273 cr, above our estimate of Rs 2170 cr. Consolidated EBITDA jumped 18.5% YoY to Rs 458 cr beating our estimate of Rs 401 cr, while EBITDA margin expanded +157bps YoY to 20.1% against our estimate of 18.5%. PAT for the quarter witnessed a decent growth of 10.3% YoY to Rs 363 cr above our estimate of Rs 340 cr. Despite subdued consumer sentiment, domestic business of...

Dabur India Ltd. has an average target of 563.57 from 7 brokers.

Is Dabur India Ltd. worth buying?

671 Votes:

Buy 76.6%

Sell 12.22%

Hold 11.18%

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