ALFA Finder| Revenue growth | 21% for full year; 32% for Q4 FY26. |
|---|---|
| Margins | Gross margins hit 63% in Q4 due to mix improvements. |
| Demand visibility | Rural revival noted in Q3 continued into Q4. |
| Management confidence | High; company crossed ₹1,000cr revenue milestone for the first time. |
Growth
FY26 net revenue hit ₹1,153cr (+21%); Q4 consolidated revenue grew 32% YoY. EBITDA margins expanded to 23.7%.
Outlook
Targeting ₹500cr revenue from non-ADHO portfolio within 3 years; maintaining margins in low-to-mid 20s range.
Risks
Extreme volatility in raw material costs (LLP, mustard, copra) due to Gulf geopolitical tensions.
Earnings Call filed with BSE, NSE: BAJAJCON. Summary written with AI assistance from the document.
Bajaj Consumer Care Ltd: key numbers
- Share price
- ₹431.80
- Market cap
- ₹5,640 Cr
- Revenue (annual)
- ₹1,165 Cr
- Net profit (annual)
- ₹190.2 Cr
- P/E (TTM)
- 22.5×Sector 40.6×
- Promoter holding
- 42.97%+0.00% QoQ
- FII holding
- 16.39%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Bajaj Consumer Care Ltd
All →Bajaj Consumer Care Other Announcement
Bajaj Consumer Care informs exchanges that its RTA KFin Technologies is relocating its Hyderabad office effective December 1, 2026. No financial or business impact is involved.
Bajaj Consumer Care Annual General Meeting
Bajaj Consumer Care issued a postal ballot notice to appoint Mr. Jitendra Mahajan as Independent Director. Voting window closes 28 November 2026.
Bajaj Consumer Care Management Change
Bajaj Consumer Care intimated a postal ballot notice seeking shareholder approval to appoint Mr. Jitendra Mahajan as Non-Executive Independent Director for five years. E-voting runs 30 Oct to 28 Nov 2026.
- Execution
- Director term 14 Oct 2026 to 13 Oct 2031
Bajaj Consumer Care Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue grew 2.7% YoY to ₹233 Cr. Management maintained 25% EBITDA and 21% PAT margins despite raw material volatility, focusing on distribution expansion via Project Aarohan 2.0.
- Call
- Guides 18% growth
Bajaj Consumer Care Management Change
Bajaj Consumer Care Limited announced the resignation of Independent Director Mr. K. S. Narayanan, effective October 14, 2026, citing personal medical reasons and professional commitments.
Bajaj Consumer Care Investor Presentation: Key Takeaways
Bajaj Consumer Care reported strong Q2 FY27 performance with consolidated revenue at ₹332.7 Cr, up 27.3% YoY. EBITDA margins expanded to 25% from 18.6% YoY.