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V.. R L 'F": Scrip Symbol: NSE-DABUR, BSE Scrip Code: 500096
V.. R L 'F": Scrip Symbol: NSE-DABUR, BSE Scrip Code: 500096
V.. R L 'F": Scrip Symbol: NSE-DABUR, BSE Scrip Code: 500096
Dear Sir,
Thanking You,
Yours faithfully,
a
[A^K
Executive V P (Finance) and Company Secretary
End: as above
DABUR INDIA LIMITED, Punjabi Bhawan, 10, Rouse Avenue, New Delhi-110 002, Tel.: +91 11 71206000 Fax: +91 11 23222051
Regd. Office: 8/3, AsafAli Road, New Delhi -110 002 (India)
PAN: AAACD0474C, CIN: L24230DL1975PLC007908, Email: corpcomm@mail.dabur, Website: www.dabur.com
Dabur India Limited
Investor Communication
Quarter ended 30th June 2019
1
Contents
1. Q1 FY20 – Overview
4. Product Launches
5. International Business
2
Q1 FY20 – Overview
3
Q1 FY20 – Consolidated Financials
2,273
9.3%
• Domestic business revenue grew by 11.0% led by volume growth of
2,081 9.6%
Revenue
• International Business showing signs of recovery with CC growth of
7.7%
Q1 FY19 Q1 FY20
10.3%
363
Q1 FY19 Q1 FY20
4
Q1 FY20 – Business Overview
Q1 FY19 Q1 FY20
1.9% 2.4%
30.3% 29.4%
67.8% 68.2%
5
Domestic FMCG Growth – By Verticals – Q1 FY20
20.4%
27.1%
Healthcare
HPC
Foods
52.5%
412
798 310
305
349
714
Note: Values in INR crore ; The numbers in the graph represent the sales of the verticals 6
Contents
1. Q1 FY20 – Overview
4. Product Launches
5. International Business
7
Healthcare (HC) – Q1 FY20
Dabur Glucoplus C –
Dabur Honey – New TVC for South Hajmola ChatCola
Mango Flavour launched
8
Home and Personal Care (HPC) – Q1 FY20
• Driven by strong • Amla Franchise • Red Toothpaste • Driven by strong • Driven by good
growth in the continues to gain Franchise growth in Odonil growth of bleach
newly launched momentum with continued its portfolio and
bottles double digit growth Gulabari
growth momentum with • Odomos was
RTP growing by impacted due to
• Market share in 15.0% low incidence of • Fem HRC was
shampoo category • Market share in mosquito-led restaged with a
Category • Value market
increased by ~46 hair oil category diseases new TVC
Highlights share improved by
bps to touch 5.3% increased by ~46
bps ~40 bps
• Babool Ayurvedic
Toothpaste was
launched during
the quarter
9
Foods – Q1 FY20
Beverages Culinary
• Beverages reported low growth on account of the late • Lemoneez, Hommade Tomato Puree and Real Honey
onset of summer in North India and heightened reported strong double digit growth
activity by milk based beverages manufacturers • Packaging revamp for the entire range
Real Masala Range Foray into Healthy Hydration Culinary Range – New Packaging
10
Contents
1. Q1 FY20 – Overview
4. Product Launches
5. International Business
11
Consumer/ Marketing Initiatives
Activ Coconut Water – New TVC Fem Bleaches – Consumer Trials in OxyLife – Activations in Salons
Women Clubs
Odomos – Topical Advertising Dabur Glucose- Print Ad Dabur Honey Squeezy – Print Ad
12
Contents
1. Q1 FY20 – Overview
4. Product Launches
5. International Business
13
New Product Launches/ Re-launches in Q1 FY20
14
Contents
1. Q1 FY20 – Overview
4. Product Launches
5. International Business
15
International Business – Q1 FY20
• Hobby had a strong quarter, growing by 41% in constant currency terms; however currency devaluation impacted in translation
• SSA business grew by 9.5% with Nigeria growing by 22% in constant currency terms
• Namaste business reported 4.1% in the domestic US business and 9.4% in International Business (now contributes to 40% of Namaste)
22.2% 22.2%
9.5% 8.3%
6.2%
(0.2%)
Hobi SSA Nigeria Namaste Pakistan Nepal MENA
16
Product Launches/ Re-launches in International Business –
Q1 FY20
17
Consumer/ Marketing Activations in Q1 FY20
Vatika Booth during African Cup of Nations in Egypt Miswak Sampling during Ramadan in Egypt
18
Contents
1. Q1 FY20 – Overview
4. Product Launches
5. International Business
19
Consolidated Profit & Loss