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Emerging companies - Mid caps that can become large cap
The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap

Topic: Dabur ~ A classic FMCG play!

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Author	Message
rakeshmehta48 Senior Member Joined: 01/Dec/2007 Location: United Arab Emirates Online Status: Offline Posts: 544	Posted: 22/Nov/2008 at 11:42am
	By the way Dabur's international division is doing pretty well.
	Fund Management is Most Important
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rakeshmehta48 Senior Member Joined: 01/Dec/2007 Location: United Arab Emirates Online Status: Offline Posts: 544	Posted: 28/Jan/2009 at 2:31pm
	Dabur India has come out with good set of numbers for Dec Quarter , inspite of their Retail Business being still in red. Consolidated figures for the Qtr are: Sales grown by 19% to 786 crs. N.P. up by 16% to 107 crs. Growth is seen in all the divisions viz. Hair care biz, Baby & Skin Care category, Consumer health div, International Biz. except for Retail biz. which continues to be in the red. As per CEO, even in the current economic scenario demand for company's product continue to be strong and company has not seen any significant impact on consumer spending. Company has declared 75% interim dividend (Rs0.75 per share of FV 1.00) Dabur seems to be well poised to reap substantisl benefits once economy turns around and consumer confidence improves.
	Fund Management is Most Important
	IP Logged


rakeshmehta48 Senior Member Joined: 01/Dec/2007 Location: United Arab Emirates Online Status: Offline Posts: 544	Posted: 17/May/2009 at 6:14pm
	During past one year or so, because of general economic/consumer spending slowdown, Dabur India too went slow on some expansion plans, still the results for 2009 are good. Topline has grown by 16% to 2418 crs, while net profits have grown by 18% to 374 crs. Dividend 175% (Re 1.75 per ticket of FV 1) Company is all set to grow at much rapid pace during coming years. They declared bonuses during 2005 and again in 2006. I have a hunch feeling that they may again declare bonus in a years time. Looks very good for long term investment. Surprised that most of the members are not willing to discuss or comment on this script. A WORD OF CAUTION: THIS IS AN EXPENSIVE STOCK BY MANY YARD STICKS, SO PLEASE DO YOUR OWN HOMEWORK BEFORE MAKING ANY INVESTMENT DECISION. I AM INVESTED IN THIS STOCK.
	Fund Management is Most Important
	IP Logged


praveen Senior Member Joined: 09/May/2008 Location: India Online Status: Offline Posts: 543	Posted: 27/May/2009 at 4:56pm
	Post the FEM Care acquisition Dabur has become the largest bleach player in country.
	The quest for knowledge is a never ending Journey
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rakeshmehta48 Senior Member Joined: 01/Dec/2007 Location: United Arab Emirates Online Status: Offline Posts: 544	Posted: 22/Sep/2009 at 8:55pm
	Dabur India is doing wondefully well and may grow at 25% plus in coming years.
	Fund Management is Most Important
	IP Logged


bub100 Senior Member Joined: 08/Sep/2006 Online Status: Offline Posts: 110	Posted: 09/Oct/2009 at 8:42pm
	http://www.business-standard.com/india/news/no-acquisitions-this-fiscal-dabur/75455/on
	gs
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rakeshmehta48 Senior Member Joined: 01/Dec/2007 Location: United Arab Emirates Online Status: Offline Posts: 544	Posted: 26/Oct/2009 at 11:42pm
	Dabur has again come up with good results for Qtr ending 30 Sept 2009. Growth momentum continues and this qtr has shown fastest growth in last 18 qtrs. Key points as per "Investor Communication" are as follows: Q2FY10 vs Q2FY09 TOPLINE increased by 22.4% to 855 crs. EBITDA margin expanded by 183 bps to 21.8% PAT increased by 29.1% to 139 crs. Net working capital at 25 days as against 36 days. For the past few years, company's bottom line is growing faster than top line, because of improving gross margins and operating leverage. Seems company has a long way to go. Market cap is approx 13K crs.(Almost doubling since bottom of last year) STOCK LOOKS EXPENSIVE AT CMP OF 150+ BUT STILL ATTRACTIVE FOR ME.
	Fund Management is Most Important
	IP Logged


rakeshmehta48 Senior Member Joined: 01/Dec/2007 Location: United Arab Emirates Online Status: Offline Posts: 544	Posted: 31/Jan/2010 at 1:08pm
	Dabur has reported okay like results and growth for the Quarter ending Dec 2009. Consolidated Q3 Revenue up 18.6% to 933 crs agst 786 crs a year earlier. Net Profit for the Qtr is up 28.3% at 138 crs against 107 crs in the same quarter of the previous fiscal. EBIDTA margins reported an improvement of 179 basis point to 19.7% for the third quarter of 2009-10
	Fund Management is Most Important
	IP Logged

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