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Earnings Call

Bajaj Consumer Care Earnings Call: Key Takeaways

Bajaj Consumer Care reported Q4 FY26 revenue of ₹326.5 Cr (+32.3% YoY) with EBITDA margins expanding significantly to 23.7%. The strategy focuses on ADHO growth and scaling the Growth Portfolio to ₹500 Cr.

Highlights
Revenue growthFY26 Consolidated +21.4% YoY; Q4 +32.3% YoY.
MarginsGross margin improved to 60.1% for FY26 (+664 bps).
Demand visibilityRural recovery sustained into Q4 with strong twenties growth.
Management confidenceStrong; aspiring to reach ₹500 Cr growth portfolio.

Growth

FY26 Consolidated Revenue reached ₹1,153.4 Cr (+21.4% YoY) and PAT grew 51.8% to ₹190.2 Cr.

Outlook

Targeting ₹500 Cr annual sales for Growth Portfolio in 3 years; expanding Aarohan distribution program to Phase 3.

Risks

International business (IB) faced double-digit declines; commodity volatility in LLP and RMO persists despite bumper crops.

Source

Earnings Call filed with NSE, NSE: BAJAJCON. Summary written with AI assistance from the document.

Read the document ↗

Bajaj Consumer Care Ltd: key numbers

Share price
₹480.05
Market cap
₹6,270 Cr
Revenue (annual)
₹1,165 Cr
Net profit (annual)
₹190.2 Cr
P/E (TTM)
28.1×Sector 42.9×
Promoter holding
42.97%+0.00% QoQ
FII holding
16.11%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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