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DABUR: Key takeaways
Due to the Egypt crisis, the company will likely lose two weeks of sales in 4QFY11. MENA
constitutes ~6-7% of sales for the company.
In terms of growth drivers, the company has identified OTC healthcare segment as its
focus segment and will be launching new products in this space. Latest addition in this
portfolio is Nutrigo.
To tackle the decline in the shampoo category, the company is relaunching its portfolio.
To improve the value proposition of its offering, it has increased grammage in sachets by
40%.
The recent Turkish acquisition Hobi had sales of US$30 mn in CY2010 and EBITDA
margin of ~15%. It has been growing at ~11% yoy which is mainly volume growth.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
DABUR: Key takeaways
Due to the Egypt crisis, the company will likely lose two weeks of sales in 4QFY11. MENA
constitutes ~6-7% of sales for the company.
In terms of growth drivers, the company has identified OTC healthcare segment as its
focus segment and will be launching new products in this space. Latest addition in this
portfolio is Nutrigo.
To tackle the decline in the shampoo category, the company is relaunching its portfolio.
To improve the value proposition of its offering, it has increased grammage in sachets by
40%.
The recent Turkish acquisition Hobi had sales of US$30 mn in CY2010 and EBITDA
margin of ~15%. It has been growing at ~11% yoy which is mainly volume growth.
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