Dabur India (DABUR)

FairStock Score: 51/100 — MIXED

Score breakdown: P/E: 0/3 · ROCE: 1/2 · Growth: 1/2 · Dividend: 0/1

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I wear Buffett/Graham lenses, so I ask: is Dabur a wonderful business at a fair price? The quality is visible. ROE 17.10%, ROCE 20.24%, debt/equity only 0.11, Piotroski 8/9, Altman Z 5.34, and FCF ₹1,539 Cr. Promoter holding 66.23% aligns owners. Latest quarter sales ₹3,559 Cr and net profit ₹554 Cr, with profit growth 15.30% ahead of sales growth 10.60%. Dividend yield 2.04% adds a small cash return. That looks like a stalwart consumer personal-care franchise with a durable moat, conservative balance sheet and cash generation. Yet Graham would not pay any price. At ₹405.25, P/E is 36.51, P/B 6.29, EV/EBITDA 44.87. Graham Number is only ₹119.48; DCF intrinsic value ₹155.33. Margin of safety is -333.95%, meaning the market price is far above my intrinsic estimates. FairStock score 51/100 MIXED confirms the tension. The 5-year revenue CAGR of 7.66% is only moderate, so the high multiple needs years of strong profit compounding to justify it. The 52-week range ₹368.10–₹534.00 shows the stock can be volatile. So I see a high-quality business, but not a bargain. I would wait for either a lower price or clear acceleration in revenue and profit. If I owned it, I would hold only if I believed mid-teens profit growth can persist. Otherwise, the risk is that valuation mean-reverts toward Graham/DCF figures, capping returns despite good operations. For an Indian retail investor, this is a watchlist quality stock, not a buy at current levels.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data from BSE/NSE filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer