Mohit Burman, Chairman, Dabur India

Dabur India expects to witness sequential recovery in consumption trends in FY26, aided by forecasts of normal monsoons, improving macroeconomic indicators and easing inflation, its Chairman Mohit Burman said. The homegrown FMCG firm also noted that it is focusing on several measures including strategic mergers and acquisitions (M&A), premiumisation and operating model reinvention to “unlock new engines” of growth.

“We are deepening investments in our key brands, reshaping our portfolio through premiumisation and innovation and doubling down on health and wellness as a strategic growth platform. Our Go-to-Market transformation, strategic M&A focus and operating model reinvention are designed to unlock new engines of value creation. Together, these seven strategic pillars will ensure Dabur remains resilient amid disruption, relevant to new generations and responsible in its growth approach—setting the foundation for our next leap forward,” Burman said in his letter to shareholders in the company’s Annual Report FY25.

Dabur Amla, Red Toothpaste and juice brand Real have become ₹1,000-crore brands each. The company’s portfolio includes three brands which are worth ₹500 crore each and 16 brands in the ₹100-500 crore range. “Today, eight out of every 10 Indian households use at least one Dabur product—a testament to the trust we have built over generations,” he said.

Optimistic outlook

Dabur India noted that persistent rise in food inflation impacted FMCG consumption in FY25, particularly in urban markets but rural India remained resilient outpacing urban growth. “Going forward, we remain optimistic about a sequential recovery in consumption trends in 2025-26, supported by forecasts of a normal monsoon, improving macroeconomic indicators, sustained government investment in infrastructure and easing inflation. Our confidence is rooted in the enduring strength of Dabur’s brands and the deep trust consumers place in them,” Burman added.

Dabur ended FY25 with a consolidated revenue from operations of ₹12,563 crore and a net profit of ₹1,768 crore. During the fiscal, the company also announced that it has signed an MoU with the Tamil Nadu government to set up its first manufacturing facility in South India with an initial investment of ₹135 crore, which will be scaled up to ₹400 crore over five years.

Dabur India said that it is “actively exploring” M&A opportunities that align with strategic focus on health and wellness, and premium personal care with high growth potential in India and global markets. “Our M&A lens is focused on digital-first and founder-led brands with strong consumer traction, tapping into adjacencies in healthcare including new-age brands in nutraceuticals and value-added foods and premium personal care brands,” it added.  

Published on July 9, 2025