Ref: SEC/SE/2019-20/49 Date: 11/02/2020 Scrip Code: NSE - DABUR & BSE - 500096 To, Corporate Relation Department BSE Ltd Phiroze Jeejeebhoy Towers Dalal Street, Mumbai-400001. ^v^. ^i^. ^« s '( 9> »< WT India Ltd. National Stock Exchange of India Ltd. Exchange Plaza, 5th Floor Plot No. C/l, G Block Bandra - Kurla Complex Bandra (E) Mumbai - 400 051. Sub: Submission of information under Reeulation 30 of the SEBI (Listing Oblieations & Disclosure Requirements) Regulations, 2015 Dear Sir(s), Pursuant to provisions of Regulation 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, we wish to inform you that the officials of the Company shall participate in following Investor Conferences: 1. 15th Edelweiss India Investor Conference on 12th February, 2020 at The St. Regis, Mumbai 2. IIFL's 1 Ith Enterprising India Investors' Conference on l3th February, 2020 at Trident Hotel, Mumbai. Copy of presentation to be shared with investors in the above conference is attached. The aforesaid information is also disclosed on the website of the Company at \\r\nv.dabur.com. This is for information and records please. Thanking you, Yours faithfully, For Dabur India Limited I ( tin\ EVP inance) 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, Asaf All Road, New Delhi -110 002 (India) . PAN: AAACD0474C, CIN: L24230DL1975PLC007908, Email: [email protected], Website: www.dabur.com
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Investor Presentation - Dabur...For Dabur India Limited I (tin\ EVP inance) and Company Secretary End: as above DABUR INDIA LIMITED, Punjabi Bhawan, 10, Rouse Avenue, New Delhi-110
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National Stock Exchange of India Ltd.Exchange Plaza, 5th FloorPlot No. C/l, G Block Bandra - Kurla ComplexBandra (E)Mumbai - 400 051.
Sub: Submission of information under Reeulation 30 of the SEBI (Listing Oblieations &Disclosure Requirements) Regulations, 2015
Dear Sir(s),
Pursuant to provisions of Regulation 30 of SEBI (Listing Obligations & Disclosure Requirements)Regulations, 2015, we wish to inform you that the officials of the Company shall participate infollowing Investor Conferences:
1. 15th Edelweiss India Investor Conference on 12th February, 2020 at The St. Regis, Mumbai2. IIFL's 1 Ith Enterprising India Investors' Conference on l3th February, 2020 at Trident Hotel,
Mumbai.
Copy of presentation to be shared with investors in the above conference is attached.
The aforesaid information is also disclosed on the website of the Company at \\r\nv.dabur.com.
This is for information and records please.
Thanking you,
Yours faithfully,
For Dabur India Limited
I
( tin\EVP inance) 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 23222051Regd. Office: 8/3, Asaf All Road, New Delhi -110 002 (India) .
Established in 1884 – 135 years of trust and heritage
Among the Top 4 FMCG companies in India
One of the largest distribution network in India, covering ~6.7 mn outlets
20 world class manufacturing facilities
Strong overseas presence with ~27% contribution
Market Cap: ~US$ 12.5 bn
3
7,748
8,533
FY18 FY19
Revenue from Operations
+11% 1,617
1,740
FY18 FY19
Operating Profit
+8% 1,354
1,442
FY18 FY19
Net Profit/ PAT
+7%
Volume Growth
11%
The Year Gone By – FY19 Performance
57,602
72,586
FY18 FY19
Market Capitalization (Rs. crore)
+26%
Note: 1. All figures are in INR cr2. The figures in circle represent growth figures – for revenue from operations, the growth refers to like-to-like growth3. Market Cap refers to the market cap on the year ending 31st March 4
Revenue from Operations
+7%
Operating Profit
+12%
Net Profit/ PAT
+9%
Volume Growth6.5%
9M FY20 Performance
Note: 1. All figures are in INR cr2. The figures in circle represent growth figures
6,405
6,838
9M FY19 9M FY20
1,282
1,440
9M FY19 9M FY20
1,072
1,164
9M FY19 9M FY20
5
Business Structure
6
India BusinessInternational Business Others
Healthcare Foods
Home and Personal
Care
Full-year Net Sales grew by 14.7% on an adjusted basis, touching 1,894 crore in FY19
Full-year Net Sales grew by 13% on an adjusted basis,
touching 2,965 crore in FY19
Full-year Net Sales grew by 8.1% on an adjusted basis, touching INR 1,003 crore in
FY19
Agenda
7
International Business
Our Growth Strategy
AnnexureDabur - Overview
India Business
Category Key BrandsRevenue
Contribution (FY19)
FY19 Growth
9M FY20 Growth
Health Supplements 17.6%
Digestives 5.9%
OTC & Ethicals 8.9%
Hair Care 21.6%
Oral Care 16.8%
Home Care 6.9%
Skin Care 5.3%
Foods 17.1%
14.6%
16.4%
13.7%
14.8%
9.5%
13.0%
17.2%
8.1%
Healthcare(32.3%)
HPC(50.6%)
Foods(17.1%)
India Business – Category-Wise
Note: FY19 Growth refers to GST adjusted growth (like-to-like)
8
14.5%
14.8%
7.3%
5.6%
8.0%
6.6%
3.9%
(1.5%)
Market Leadership in Most Categories
Honey Chyawanprash BabyMassage
Oil
Glucose Hair Oils Oral Care SkinCare -
Bleaches
Toilet Cleaners AirFresheners
MosquitoRepellantCreams
Juices
#1 #1 #2 #2 #2 #3 #1 #2 #1 #1 #1
#Relative Competitive Position1
Healthcare Home and Personal Care Foods
Leading position in key categories across verticals
1. Position basis Nielsen Market Share data MAT Dec’19
9
Agenda
10
Our Growth Strategy
AnnexureDabur - Overview
India Business
International Business
• Key Regions in International Business
Namaste U.S.
UK & Europe
MENA
SSA
NA Ethnic
Turkey
Egypt
SAARC
Present in 100+ countries
Middle East27.1%
Africa22.1%Europe
12.2%
Americas13.8%
Asia24.8%
Key Regions in International Business
11
Market Position in Key Markets
Category Saudi Arabia Egypt UAE Nigeria Morocco Algeria US Turkey
Hair Oil #1 #1 #2 #1 #1
Hair Cream #1 #1 #1 #1 #1
Hair Gel #1 #2 #1 #1
Hair Mask #1 #1 #1
Hair Serums #3 #3 #2
Shampoo #6 #6 #5
Leave-On #6 #3
Hair Color #5
Toothpaste #5 #4 #4 #3 #3 #3
Depilatories #3 #3
Relaxers #1
12
Winning in New Geographies
Winning in New Categories
Sales & DistributionWinning in
Consumers’ minds
Launching modern formats and variants
Connecting with Younger Audience
Enhancing Digital Footprint
Seeding new markets Seeding new categories
Foraying into adjacencies
MT – JBPs with Key Retailers in KSA and UAE
GT – Expand Distribution across Geographies
Division for Merchandising & Activations
International Business – Initiatives to Drive Growth
13
Agenda
14
International Business
AnnexureDabur - Overview
India Business Our Growth Strategy
15
Pillars of Our Growth Strategy
Power Brands Strategy Driving Innovation and Renovation