Street View: India growth, pricing tailwinds brighten Dabur outlook

Dabur India

08/05/2026 05:19

** Dabur DABU.NS beats Q4 profit view; plans 4% price hikes across portfolio as ongoing Iran war raises manufacturing, transportation costs

** DABU gains 1.6% to 477.40 rupees

INDIA GROWTH LIFTS OUTLOOK

** BofA ("buy"; PT: 520 rupees) sees favourable risk-reward as India growth accelerates; expects pricing, product mix to lift earnings, scope for estimate upgrades

** Morgan Stanley ("underweight"; PT: 412 rupees) says management commentary constructive; expects pricing hikes, cost control to help protect margins despite input inflation

** JP Morgan ("neutral"; PT: 525 rupees) says India momentum building on strong home, personal care demand; forecasts double-digit FY27 growth driven by pricing, volume recovery

** Goldman Sachs ("neutral"; PT: 515 rupees) says growth improving off low base, with India business driving revenue and margins seen stable despite inflationary pressures

 (Reporting by Kashish Tandon in Bengaluru)

 ((kashish.tandon@thomsonreuters.com; Mobile: +91 8800437922))