External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Healthy Topline Growth: Dabur India reported healthy consolidated revenue growth of 10.6% YoY in Q1FY27, driven by broad-based growth across its portfolio.</li><li>The domestic FMCG business remained the primary growth engine, registering 9.5% YoY revenue growth, supported by 5% underlying volume growth.</li><li>The international business, which contributes 27% of consolidated revenue, rebounded strongly with 15.5% YoY growth (in INR terms) despite geopolitical disruptions in West Asia. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</li></ul>

Healthy Topline Growth: Dabur India reported healthy consolidated revenue growth of 10.6% YoY in Q1FY27, driven by broad-based growth across its portfolio.The domestic FMCG business remained the primary growth engine, registering 9.5% YoY revenue growth, supported by 5% underlying volume growth.The international business, which contributes 27% of consolidated revenue, rebounded strongly with 15.5% YoY growth (in INR terms) despite geopolitical disruptions in West Asia. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dabur India Ltd  - Resilient Performance Continues

<ul><li>Revenue Performance: Dabur reported a 6.1% YoY increase in consolidated revenue, driven by double-digit growth in the Home and Personal Care segment.</li><li>The India business grew 6% YoY, supported by a 3% volume uptick, while the international segment delivered a robust 11% growth in INR terms.</li><li>Among core categories, the Home and Personal Care segment grew 10.6% YoY, followed by Healthcare, which increased 3.3% YoY.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Revenue Performance: Dabur reported a 6.1% YoY increase in consolidated revenue, driven by double-digit growth in the Home and Personal Care segment.The India business grew 6% YoY, supported by a 3% volume uptick, while the international segment delivered a robust 11% growth in INR terms.Among core categories, the Home and Personal Care segment grew 10.6% YoY, followed by Healthcare, which increased 3.3% YoY.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dabur India Ltd - Resilient Performance Amidst GST Transition

<ul><li>Revenue Performance: Dabur reported a 5.4% YoY increase in consolidated revenue, driven by balanced growth across geographies.</li><li>The India business grew 5.7% YoY, supported by a 2% volume uptick, while the international segment delivered a robust 7.7% growth in INR terms.</li><li>Among core categories, Home &amp; Personal Care led with an 8.9% rise, followed by Foods &amp; Beverages up 1.7% and Healthcare up 1.3%</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Revenue Performance: Dabur reported a 5.4% YoY increase in consolidated revenue, driven by balanced growth across geographies.The India business grew 5.7% YoY, supported by a 2% volume uptick, while the international segment delivered a robust 7.7% growth in INR terms.Among core categories, Home &amp; Personal Care led with an 8.9% rise, followed by Foods &amp; Beverages up 1.7% and Healthcare up 1.3%Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Dabur India - GST Tailwinds Set the Stage for Dabur’s Next Leg of Growth

Thematic (Sector/Industry)

<ul><li>The FMCG sector stands at the cusp of a structural reset as the GST Council rolls out GST 2.0.</li><li>The reform simplifies the existing four-tier structure (5%/12%/18%/28% + cess) into two slabs – 5% and 18% – with a 40% rate reserved for sin and luxury goods.</li><li>Effective 22nd September, 2025, the timing ahead of the festive season is expected to spur affordability and lift consumption.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The FMCG sector stands at the cusp of a structural reset as the GST Council rolls out GST 2.0.The reform simplifies the existing four-tier structure (5%/12%/18%/28% + cess) into two slabs – 5% and 18% – with a 40% rate reserved for sin and luxury goods.Effective 22nd September, 2025, the timing ahead of the festive season is expected to spur affordability and lift consumption.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Consumption Sector - GST 2.0: Powers the Next Leg of Growth and Reshapes the FMCG Landscape

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikes</li><li>At an aggregate level, we anticipate revenue and EBITDA growth of 9% and 1%, respectively, in 3QFY25</li><li>However, profitability is expected to decline by 6% due to negative operating leverage and gross margin pressures (excluding the liquor segment).</li></ul>Content is an external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikesAt an aggregate level, we anticipate revenue and EBITDA growth of 9% and 1%, respectively, in 3QFY25However, profitability is expected to decline by 6% due to negative operating leverage and gross margin pressures (excluding the liquor segment).Content is an external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Consumer (3QFY25 Results Preview): Challenges Persist

India

Dabur India Limited is a leading Indian multinational consumer goods company specializing in Ayurvedic and natural healthcare products. The company operates in key consumer product categories, including healthcare, hair care, oral care, skin care, home care, and food and beverages, offering over 250 herbal and Ayurvedic products. Dabur was founded in 1884 by S. K. Burman in Kolkata, India, and is currently headquartered in Ghaziabad, Uttar Pradesh, India.

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Dabur (DABUR IN)

Dabur India Ltd - Resilient Performance Continues

Healthy Topline Growth: Dabur India reported healthy consolidated revenue growth of 10.6% YoY in Q1FY27, driven by broad-based growth across its...

Axis Direct

Dabur India Ltd - Resilient Performance Amidst GST Transition

Dabur reported a 6.1% YoY increase in consolidated revenue, driven by double-digit growth in the Home and Personal Care segment.

Axis Direct

Dabur India - GST Tailwinds Set the Stage for Dabur’s Next Leg of Growth

The India business grew 5.7% YoY, supported by a 2% volume uptick, while the international segment delivered a robust 7.7% growth in INR terms.

Axis Direct

Consumption Sector - GST 2.0: Powers the Next Leg of Growth and Reshapes the FMCG Landscape

The reform simplifies the existing four-tier structure (5%/12%/18%/28% + cess) into two slabs – 5% and 18% – with a 40% rate reserved for sin and...

Axis Direct

Consumer (3QFY25 Results Preview): Challenges Persist

We expect our consumer coverage to report a high-single-digit revenue growth of 9% YoY, mainly driven by price hikes. At an aggregate level, we...

HDFC Securities

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