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Earnings Call

Bajaj Consumer Care Earnings Call: Key Takeaways

Bajaj Consumer Care reported a strong Q4 FY26 with consolidated revenue crossing ₹1,000cr for the first time, driven by 32% quarterly growth and significant margin expansion through strategic pricing.

Highlights
Revenue growth21% for full year; 32% for Q4 FY26.
MarginsGross margins hit 63% in Q4 due to mix improvements.
Demand visibilityRural revival noted in Q3 continued into Q4.
Management confidenceHigh; 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.

Source

Earnings Call filed with BSE, 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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