Dabur India reported a challenging fourth quarter for FY26, with profits and revenues taking a hit amid geopolitical tensions in the Middle East and unseasonal rainfall affecting demand for seasonal products.
The FMCG giant posted a consolidated net profit of ₹362 crore for the January – March quarter, marking a sharp decline from ₹553.6 crore recorded in the previous quarter. Revenue from operations also slipped nearly 15% sequentially to ₹3,038 crore.
As part of its cost-control measures, Dabur reduced its advertising and publicity expenditure during the quarter. The company’s ad spend fell to ₹214.5 crore in Q4 FY26, down nearly 10% from ₹238 crore in the preceding quarter.
The company stated that geopolitical instability across the Middle East and North Africa region impacted business momentum, while unexpected rains in March weakened demand for summer-driven categories.
Dabur’s core consumer care division, which includes healthcare and personal care products, witnessed a notable slowdown during the quarter. However, the company’s food business emerged as a key growth driver, recording over 22% sequential growth to reach ₹510.6 crore.
Despite softer performance in MENA markets, Dabur continued to see strong traction across several international regions. The UK business grew by 24.4%, while Bangladesh and Turkey posted growth of 22% and 16.5% respectively.
The results reflect the broader pressures faced by FMCG companies amid global uncertainty, changing weather patterns, and cautious consumer spending, even as international markets continue to offer growth opportunities for Indian brands.
