Dabur India Limited experienced a notable decline in its share price, falling over 4% in early trading on Thursday following the release of its fourth-quarter financial results and a dividend announcement. On the BSE, Dabur shares dropped as much as 4.27%, reaching ₹461.95 each, raising concerns among investors.

Fourth Quarter Financial Performance

In the fourth quarter of FY25, Dabur reported a consolidated net profit of ₹320.13 crore, which reflects an 8.4% decrease from ₹349.53 crore in the same quarter last year. Despite a slight increase in revenue from operations, up 0.5% to ₹2,830 crore from ₹2,814.6 crore, the company’s profitability faced pressure.

• EBITDA for this quarter fell 8.6% to ₹426.8 crore, down from ₹466.70 crore in the previous year.
• The EBITDA margin also contracted to 15.1%, compared to 16.6% year-on-year.

Segment Performance Insights

Dabur’s diverse product portfolio experienced mixed results. While the food segment grew impressively by 14% year-on-year, the home and personal care division saw declines of 3.3%, healthcare dropped by 4.7%, and beverages fell by 9.2%. Overall, the company’s performance in India showed a 3.7% decline year-on-year, attributed in part to the effects of a shorter winter season.

In contrast, the international business segment enjoyed a 19% growth in constant currency terms, although currency fluctuations reduced this to 13% growth in Indian Rupee terms.

Future Outlook and Dividend Declaration

Looking ahead, Dabur anticipates a gradual recovery and expects margins to improve throughout FY26. The board of directors has proposed a final dividend of ₹5.25 per equity share for FY25, a move to reward shareholders amidst fluctuating performance.

Expert Opinions on Dabur Shares

Market analysts are weighing in on whether to hold or buy Dabur shares after the recent quarterly results. According to Nuvama Institutional Equities, there are concerns regarding declining volumes and values in key segments such as beverages and healthcare, primarily influenced by seasonal trends and competitive pressures. They have adjusted their earnings projections for FY26 and FY27, reducing the target price from ₹635 to ₹615 while maintaining a ‘Buy’ rating.

Conversely, Antique Stock Broking expressed caution, stating that Dabur’s Q4 results indicate ongoing pressures. They anticipate revenue and profitability challenges ahead and have downgraded their rating to ‘Hold’ while lowering the target price from ₹591 to ₹524.

Performance Summary

Dabur shares have shown some resilience with a 3% increase over the past month, yet they have fallen 10% over the last three months. So far in 2025, the stock is down 7%, and it has experienced a 15% decline over the past year. As of 9:30 AM, the shares were trading at ₹475.45, down 1.48%.

Investors should remain vigilant as they assess Dabur’s performance and market dynamics in the coming quarters.