Dabur India Ltd
ABOUT
Dabur India is one of the leading fast-moving consumer goods (FMCG) players dealing in consumer care and food products.
KEY POINTS
Dabur India Limited is the fourth largest FMCG Company in India and the world’s largest Ayurvedic and Natural Health Care Company with a portfolio of over 250 Herbal/Ayurvedic products.
Business segments FY22:
Home & personal care (47%)
Dabur operates in the Home Care category with brands like Odonil (air fresheners), Sanifresh (Surface cleaners), and Odomos (Mosquito Repellents).In personal care, the company operates in Hair Care, Oral Care, Skin Care, Home Care, and hygiene products.
Health care (~36%)
This vertical comprises sub-categories like Health Supplements, Digestives, OTC, and Ayurvedic Ethicals. The year marked the expansion of the Dabur Honey portfolio with the launch of a range of new value-added honey products.
Food & Beverages (~17% of the revenue)
Dabur operates in this category with packaged Fruit Juices under Réal and Réal Activ brands, and Culinary Pastes and sauces under the Homemade brand. This segment grew by ~48% in FY22.
Brands & Market position
Dabur has established brands in the natural healthcare, personal care, and food products segments. It has ~63% market share in the health supplements segment (Chyawanprash), ~16.5% in the oral care (toothpaste) segment, and 15% in the hair oil segment. It is the market leader (around 60% share) in the fruit juice segment, with its Real and Active brands.
International Footprint
Dabur's products also have a huge presence in overseas markets and are today available in over 120 countries across the globe. Its brands are highly popular in the Middle East, SAARC countries, Africa, the US, Europe, and Russia. Dabur's overseas revenue today accounts for over 26% of the total turnover.
Asia – 22%
America – 16%
Europe – 12%
Africa – 24%
Middle East – 26%
Manufacturing Facilities
The Company has 13 manufacturing locations in India and 8 manufacturing facilities located in UAE, Egypt, Turkey, Nigeria, South Africa, Nepal, Bangladesh, and Sri Lanka.
Distribution Network
Dabur has a large distribution network, with over 3.2 million retail locations and a strong presence in both urban and rural areas. Dabur uses third-party contract manufacturers for flexible production support, Dabur added 40 new third-party manufacturers and if the volumes for these new products grow, Dabur brings them in-house and sets up production lines at its own plants.
R&D Infrastructure
The Co. started its first R&D center in 1919 and conducted its first clinical research in the 1990s. The Co. conducts clinical studies at its R&D center where it employs 100+ scientists. The company invested ~42 Crs towards R&D in FY22., Co. has 13 Patents Granted to date & 3 Patents waiting for approval. Dabur’s global IPR portfolio comprises 2,827 registered trademarks and 811 pending trademark applications.
TECHNICAL ANALYSIS.
Time Frame - 1D.
1. Very high trading and delivered volume.
2. Increase OI in FUT.(long side)
3. Option chain is quite interesting, 600 level will be crucial.
FUNDAMENTAL ANALYSIS.
Sector: Sector: FMCG
1. Market Cap - ₹ 105,064 Cr.
2. Stock P/E - 58.6
3. Price to book value - 11.9
4. Debt to equity - 0.12
5. Free Cash Flow - ₹ 1,433 Cr.
DISCLAIMER - All analyses are for educational purposes. it is not trading or investment advice.
#education #markets #equities #stockmarket #technicalanalysis #stocks #investment #trading #india #finance #fundamentalanalysis #nse #bse #supertrend #education #investing #investments #financialmarkets #learningeveryday #learning #FMCG #Dabur
ABOUT
Dabur India is one of the leading fast-moving consumer goods (FMCG) players dealing in consumer care and food products.
KEY POINTS
Dabur India Limited is the fourth largest FMCG Company in India and the world’s largest Ayurvedic and Natural Health Care Company with a portfolio of over 250 Herbal/Ayurvedic products.
Business segments FY22:
Home & personal care (47%)
Dabur operates in the Home Care category with brands like Odonil (air fresheners), Sanifresh (Surface cleaners), and Odomos (Mosquito Repellents).In personal care, the company operates in Hair Care, Oral Care, Skin Care, Home Care, and hygiene products.
Health care (~36%)
This vertical comprises sub-categories like Health Supplements, Digestives, OTC, and Ayurvedic Ethicals. The year marked the expansion of the Dabur Honey portfolio with the launch of a range of new value-added honey products.
Food & Beverages (~17% of the revenue)
Dabur operates in this category with packaged Fruit Juices under Réal and Réal Activ brands, and Culinary Pastes and sauces under the Homemade brand. This segment grew by ~48% in FY22.
Brands & Market position
Dabur has established brands in the natural healthcare, personal care, and food products segments. It has ~63% market share in the health supplements segment (Chyawanprash), ~16.5% in the oral care (toothpaste) segment, and 15% in the hair oil segment. It is the market leader (around 60% share) in the fruit juice segment, with its Real and Active brands.
International Footprint
Dabur's products also have a huge presence in overseas markets and are today available in over 120 countries across the globe. Its brands are highly popular in the Middle East, SAARC countries, Africa, the US, Europe, and Russia. Dabur's overseas revenue today accounts for over 26% of the total turnover.
Asia – 22%
America – 16%
Europe – 12%
Africa – 24%
Middle East – 26%
Manufacturing Facilities
The Company has 13 manufacturing locations in India and 8 manufacturing facilities located in UAE, Egypt, Turkey, Nigeria, South Africa, Nepal, Bangladesh, and Sri Lanka.
Distribution Network
Dabur has a large distribution network, with over 3.2 million retail locations and a strong presence in both urban and rural areas. Dabur uses third-party contract manufacturers for flexible production support, Dabur added 40 new third-party manufacturers and if the volumes for these new products grow, Dabur brings them in-house and sets up production lines at its own plants.
R&D Infrastructure
The Co. started its first R&D center in 1919 and conducted its first clinical research in the 1990s. The Co. conducts clinical studies at its R&D center where it employs 100+ scientists. The company invested ~42 Crs towards R&D in FY22., Co. has 13 Patents Granted to date & 3 Patents waiting for approval. Dabur’s global IPR portfolio comprises 2,827 registered trademarks and 811 pending trademark applications.
TECHNICAL ANALYSIS.
Time Frame - 1D.
1. Very high trading and delivered volume.
2. Increase OI in FUT.(long side)
3. Option chain is quite interesting, 600 level will be crucial.
FUNDAMENTAL ANALYSIS.
Sector: Sector: FMCG
1. Market Cap - ₹ 105,064 Cr.
2. Stock P/E - 58.6
3. Price to book value - 11.9
4. Debt to equity - 0.12
5. Free Cash Flow - ₹ 1,433 Cr.
DISCLAIMER - All analyses are for educational purposes. it is not trading or investment advice.
#education #markets #equities #stockmarket #technicalanalysis #stocks #investment #trading #india #finance #fundamentalanalysis #nse #bse #supertrend #education #investing #investments #financialmarkets #learningeveryday #learning #FMCG #Dabur