CatalystIndia
Emami vs Dabur FMCG shares Q2 results preview: Profit, revenue expectations; Dividend announcements in focus
Q2 profit, revenue expectations and dividend announcements drive relevance for Emami and Dabur shares.
Context
What happened: Emami and Dabur are set to report Q2FY27 results on November 5 and November 4 respectively, and both boards may declare interim dividends for FY27.
Key numbers: HDFC Securities expects Emami revenue growth of 20% and adjusted PAT growth of 4%, with gross margin contraction of 380bps to 67.3% and EBITDA margin down 240bps to 20%.
Why it matters: Both stocks have declined over the past year, Dabur down about 27% and Emami down 33.69%, as analysts forecast margin contraction alongside revenue growth.
What changed
Emami and Dabur are set to report Q2FY27 results on November 5 and November 4 respectively, and both boards may declare interim dividends for FY27.
Why it matters
Both stocks have declined over the past year, Dabur down about 27% and Emami down 33.69%, as analysts forecast margin contraction alongside revenue growth.