Dabur India mein hua Leadership ka Bada Game Change!
Dabur India ne apne management mein ek ahem change kiya hai. Ab se Mohit Malhotra company ke Global CEO ban gaye hain, matlab woh pure world mein company ke business ko dekhenge. Aur India ke business ko sambhalne ke liye Herjit S Bhalla ko India Business ka CEO banaya gaya hai, jo April 15, 2026 se effective honge. Yeh move company ke international expansion aur India mein apni position aur mazboot karne ki taraf ishara karta hai.
Q3 mein Company ki performance kaisi rahi?
Is leadership change ke beech Dabur India ne Q3 mein kaafi steady performance dikhai hai. Company ka revenue 6% badhkar ₹3,558.6 Crore ho gaya aur net profit mein bhi 7.3% ka rise aaya, jo ₹553.6 Crore raha. Yeh growth mostly India ki rural areas se aayi hai, jahan demand lagatar 8 quarters se shahar se better perform kar rahi hai. Operating margin bhi 20.6% par stable raha. International business ne bhi 11.1% ka growth dikhaya hai.
Valuation aur Market Sentiment Kya Kehta Hai?
Abhi Dabur India ka P/E ratio lagbhag 49.2x se 50.13x ke beech chal raha hai aur market capitalization ₹91,000 Crore ke aas paas hai. Kuch analysts ka kehna hai ki yeh valuation thoda high hai, lekin FMCG sector mein yeh common hai. Dusri taraf, Hindustan Unilever ka P/E 37.3x - 58.5x aur Godrej Consumer Products ka 67.9x ke around hai. Dabur ne apne categories mein achha market share banaya hua hai aur balance sheet bhi debt-free hai. Par pichhle saal stock mein -0.12% ka return mila hai, jo industry se thoda piche hai.
Aage Ka Outlook Aur Analysts Ki Rai
Overall, analysts abhi bhi Dabur India ko 'Hold' karne ki salah de rahe hain, jiska average target price ₹546.68 ke kareeb hai. Company ne Tamil Nadu mein naya facility bhi lagaya hai aur rural areas par focus kar rahi hai. Naye leadership ka global aur domestic growth plan kaise execute hota hai, yeh dekhna mazedar hoga. FMCG sector ki future outlook positive hai, jisme Dabur ko fayda mil sakta hai agar woh apne strategic plans ko theek se follow karein.