|
15 Apr 2025 |
Dabur
|
Consensus Share Price Target
|
461.30 |
556.23 |
- |
20.58 |
buy
|
|
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03 Apr 2025
|
Dabur
|
Emkay
|
461.30
|
450.00
|
465.40
(-0.88%)
|
Target met |
Sell
|
|
|
We recently downgraded Dabur to REDUCE, given its weak execution. Dabur, in its Q4FY25 business update, noted a mid-single-digit decline in the domestic business, which is a key business concern in our view.
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06 Feb 2025
|
Dabur
|
Geojit BNP Paribas
|
461.30
|
597.00
|
526.20
(-12.33%)
|
29.42 |
Buy
|
|
|
|
|
31 Jan 2025
|
Dabur
|
Axis Direct
|
461.30
|
610.00
|
529.85
(-12.94%)
|
32.23 |
Buy
|
|
|
With an upside potential of 15% from the CMP, we maintain our BUY rating on the stock.
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|
31 Jan 2025
|
Dabur
|
BOB Capital Markets Ltd.
|
461.30
|
578.00
|
529.85
(-12.94%)
|
25.30 |
Hold
|
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|
Competitive intensity has increased in the domestic business and Dabur is doing retailer discounts to maintain market share
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03 Jan 2025
|
Dabur
|
BOB Capital Markets Ltd.
|
461.30
|
697.00
|
524.90
(-12.12%)
|
51.09 |
Buy
|
|
|
DABUR issued a 3QFY25 business update. Compared to consensus, we estimate a 1% sales miss and 2% operating income miss
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31 Oct 2024
|
Dabur
|
BOB Capital Markets Ltd.
|
461.30
|
697.00
|
540.00
(-14.57%)
|
51.09 |
Buy
|
|
|
Sales were in line with consensus and our estimates. EBITDA was 4% below consensus and 1% above our estimates
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31 Oct 2024
|
Dabur
|
Axis Direct
|
461.30
|
600.00
|
540.00
(-14.57%)
|
30.07 |
Buy
|
|
|
With an upside potential of 10% from the CMP, we maintain our BUY rating on the stock.
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|
30 Oct 2024
|
Dabur
|
Motilal Oswal
|
461.30
|
700.00
|
546.65
(-15.61%)
|
51.75 |
Buy
|
|
|
Dabur’s 2QFY25 performance was largely in line with our estimate. Consolidated revenue declined 5% YoY (in line) primarily due to a temporary adjustment in General Trade (GT) inventory because of the growth in emerging channels.
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|
14 Oct 2024
|
Dabur
|
Motilal Oswal
|
461.30
|
700.00
|
567.30
(-18.68%)
|
51.75 |
Buy
|
|
|
Dabur India (DABUR), in its 2QFY25 preview update, highlighted the impact of heavy rains and floods in parts of the country on out-of-home consumption, particularly for beverages.
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03 Oct 2024
|
Dabur
|
BOB Capital Markets Ltd.
|
461.30
|
762.00
|
580.20
(-20.49%)
|
65.19 |
Buy
|
|
|
Sales and EBITDA miss on 2QFY25. Estimated sales miss of 11% and EBITDA miss of 25%
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|
08 Aug 2024
|
Dabur
|
Geojit BNP Paribas
|
461.30
|
709.00
|
637.45
(-27.63%)
|
53.70 |
Buy
|
|
|
|
|
02 Aug 2024
|
Dabur
|
Axis Direct
|
461.30
|
710.00
|
627.55
(-26.49%)
|
53.91 |
Buy
|
|
|
With an upside potential of 11% from the CMP, we maintain our BUY rating on the stock.
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|
02 Aug 2024
|
Dabur
|
BOB Capital Markets Ltd.
|
461.30
|
762.00
|
627.55
(-26.49%)
|
65.19 |
Buy
|
|
|
1QFY25 underlying result was broadly in line with consensus with in-line sales but 1% lower EBITDA and EPS
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|
01 Aug 2024
|
Dabur
|
Motilal Oswal
|
461.30
|
750.00
|
643.50
(-28.31%)
|
62.58 |
Buy
|
|
|
Dabur’s 1QFY25 performance was largely in line with our estimates. Consolidated revenue increased 7% YoY (in line), while constant currency (cc) growth was 10%.
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08 Jul 2024
|
Dabur
|
Sharekhan
|
461.30
|
715.00
|
623.45
(-26.01%)
|
55.00 |
Buy
|
|
|
Dabur India (Dabur) to post mid to high single-digit revenue growth in Q1FY2025 with domestic volume growth of mid-single digits.
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|
06 Jul 2024
|
Dabur
|
Emkay
|
461.30
|
700.00
|
606.45
(-23.93%)
|
51.75 |
Buy
|
|
|
Dabur remains one of our preferred picks in the Consumer Goods sector, given its diversified portfolio and better execution. The company’s thrust on rural remains firm, with distribution expansion continuing to see better growth.
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13 May 2024
|
Dabur
|
Geojit BNP Paribas
|
461.30
|
620.00
|
550.25
(-16.17%)
|
Target met |
Buy
|
|
|
|
|
03 May 2024
|
Dabur
|
Emkay
|
461.30
|
660.00
|
531.75
(-13.25%)
|
Target met |
Buy
|
|
|
Amid a muted demand setting, Dabur’s thrust on enhancing its distribution has been rewarding, with 95% of the portfolio seeing market share gains and better growth in Rural (~8% vs ~4% growth in Urban).
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|
03 May 2024
|
Dabur
|
Axis Direct
|
461.30
|
620.00
|
531.75
(-13.25%)
|
Target met |
Buy
|
|
|
Recommendation: With an upside potential of 18% from the CMP, we maintain our BUY rating on the stock.
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02 May 2024
|
Dabur
|
Motilal Oswal
|
461.30
|
650.00
|
525.30
(-12.18%)
|
Target met |
Buy
|
|
|
Dabur’s 4QFY24 revenue growth was largely in line, but EBITDA was above our estimate. Consolidated revenue increased 5% YoY (in line) and 7% YoY in constant currency (cc) terms. For the India business, volume grew 4% YoY (organic growth at ~3% YoY). International business grew 12% YoY in cc.
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