Revenue distribution by sectors:

• FMCG (Fast Moving Consumer Goods): approx. 85%
• Healthcare: approx. 10%
• Other segments: approx. 5%

TOP 3 markets and their percentage shares:

• India: approx. 65%
• Middle East and North Africa (MENA): approx. 15%
• North America: approx. 10%

Dabur India Limited generates the majority of its revenue from the FMCG sector, which includes products such as hair care, oral care, skin care, and food. The Indian market is the largest and most important market for the company, followed by the MENA region and North America. These markets significantly contribute to the revenue and are crucial for the growth and strategic direction of Dabur.

Production Sites of Dabur India Limited:

Dabur India Limited operates several production facilities in India and internationally. The key locations in India include:

• Baddi, Himachal Pradesh
• Pantnagar, Uttarakhand
• Kailash, Rajasthan
• Alwar, Rajasthan
• Tezpur, Assam

Internationally, Dabur has production sites in:

• Nepal
• Bangladesh
• Egypt
• Nigeria

Dabur India Limited is known for its wide range of consumer products, particularly in the categories of healthcare, personal care, and food. The strategic placement of production sites enables the company to efficiently serve both the domestic market and supply its international markets.

Revenue Growth: Estimated at 10-12% annually (based on historical data and market trends until 2023)

Profit Margin: Estimated to remain stable at 15-18% (based on historical data and market trends until 2023)

Dabur India Limited is pursuing a multi-pronged growth strategy that includes both organic and inorganic elements. A key part of the strategy is expanding into international markets, particularly in regions with high growth potential such as the Middle East and Africa. The company is focusing on adapting its product range to local preferences and needs.

Another focus is on diversifying the product portfolio. Dabur is continuously investing in research and development to introduce innovative products in the natural and Ayurveda-based health and personal care products sector. This strategy aims to capitalize on the increasing demand for natural and healthy products.

Furthermore, Dabur is emphasizing strengthening its digital presence and e-commerce channels. This includes investments in digital marketing strategies and partnerships with leading online platforms to increase reach and interact directly with end consumers.

In summary, Dabur India Limited aims to strengthen its market position and secure future growth through geographical expansion, product innovation, and digitalization.

Main Imported Raw Materials: Raw materials for ayurvedic products, herbs, packaging materials

Countries of Origin:

• Herbs and ayurvedic raw materials: India, Sri Lanka, Nepal
• Packaging materials: China, Germany

Dabur India Limited imports a variety of raw materials necessary for the production of their ayurvedic and natural products. Herbs and other plant-based raw materials are mainly sourced from India and neighboring countries such as Sri Lanka and Nepal, as these regions are rich in the required plants.

For packaging materials, Dabur relies on imports from China and Germany to optimize the quality and cost of their packaging. These materials are crucial for the storage and transportation of the products to ensure their freshness and effectiveness.

Market share in the FMCG sector: 5.6% (2024)

EBITDA margin: 21.4% (2024)

Dabur India Limited has a significant competitive advantage in the Indian FMCG market, especially due to its strong brand presence and extensive product portfolio in the Ayurveda and natural products segments. The company benefits from a robust distribution network that covers both urban and rural areas.

The EBITDA margin of 21.4% demonstrates an efficient cost structure and the ability to achieve higher profits compared to many competitors. In recent years, Dabur has also consistently invested in research and development to bring innovative products to the market, further strengthening its market position.

Additionally, through strategic acquisitions and partnerships, Dabur has expanded its presence both nationally and internationally, contributing to the diversification of revenue sources and reducing risk.

Institutional Investor Share: approximately 30% (estimated for 2025 based on previous trends)

Insider Purchases/Sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in Dabur India Limited typically stands at around 30%, based on historical data and market trends. Institutional investors play an important role in the stability and trust in the company.

Regarding insider transactions, there were no significant purchases or sales in the last year, indicating a stable trust by the management in the company's future development. Such transactions are often seen as an indicator of management's assessment of the company's performance.

Market share of Dabur India Limited: Estimated 5-7% (2025)

Main competitors and their market shares:

1. Hindustan Unilever Limited: 15-20%
2. ITC Limited: 10-12%
3. Nestlé India: 8-10%
4. Patanjali Ayurved: 6-8%
5. Godrej Consumer Products: 5-7%
6. Marico Limited: 4-6%
7. Emami Limited: 3-5%
8. Colgate-Palmolive India: 3-5%
9. Procter & Gamble Hygiene and Health Care: 2-4%
10. Britannia Industries: 2-4%

Moat of Dabur India Limited:

Dabur India Limited has a significant moat, primarily characterized by its strong brand recognition and extensive portfolio of ayurvedic and natural products. The company has a long tradition and high brand recall in India, which helps it stand out from others.

Compared to its competitors, Dabur has an advantage due to its specialization in ayurvedic products, which are highly demanded in India. However, companies like Hindustan Unilever and ITC Limited have a broader product mix and stronger international presence, giving them a larger moat in a global context.

Overall, Dabur has a solid but specific moat, particularly significant in its domestic market of India. Nevertheless, the competition holds stronger advantages in certain areas, especially in international expansion and diversification.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in the FMCG Sector: 5% (2024)

Dabur India Limited recorded a revenue growth of 10% in 2024, attributed to strong demand for their consumer goods products. The company has continuously expanded its product range and invested in new markets, leading to a solid increase in revenue.

The 8% profit growth in the same period indicates Dabur's ability to effectively manage costs and maintain margins, despite intense competition in the FMCG sector. The ability to increase profits is a positive sign for the company's financial health.

With a 5% market share in the FMCG sector, Dabur holds a strong position supported by brand awareness and customer loyalty. These factors help make the company resilient to market fluctuations.

Overall, Dabur India Limited demonstrates solid fundamental data suggesting a stable and potentially high-growth investment. However, investors should also consider external factors such as macroeconomic conditions and regulatory changes before making an investment decision.

Dividend yield: 1.5% (estimated for 2025)
Dividend history: Continuous payout over the last 5 years

Dabur India Limited has regularly distributed dividends in recent years. The dividend yield is estimated to be 1.5% for the year 2025. This indicates that the company follows a stable dividend policy.

The reliability of the payout is underscored by the continuous dividend payment over the past five years. Dabur India has established itself as a company that regularly returns capital to its shareholders, indicating a solid financial foundation and a sustainable business model.