| Revenue growth | 27.3% YoY |
|---|---|
| Margins | EBITDA margin expanded 640 bps YoY to 25% |
| Demand visibility | Broad-based demand across rural and urban geographies |
| Management confidence | High |
Growth
Revenue grew 27.3% and PAT surged 66% YoY. Gross margins stood at 59.9%. International business showed strong Q2 momentum.
Outlook
Focusing on 'Aarohan 2.0' for nationwide GTM expansion by Q1 FY28 and scaling the premium growth portfolio in organized trade.
Risks
Elevated raw material costs for Light Liquid Paraffin and Refined Mustard Oil due to geopolitical conflicts and El Niño concerns.
Last quarter's promises, checked
Delivered
- Guided consistent double-digit to low teens growth → delivered 27.3% (= BEAT)
- Guided 20% plus EBITDA margins → delivered 25% (= BEAT)
- Expand direct distribution via Project Aarohan → added 1 Lakh+ outlets (= BEAT)
Partly delivered
- Guided gross margins to ease sequentially in Q3/Q4 → current Q2 at 59.9% vs Q1 61.8% (= PARTIAL)
Investor Presentation filed with BSE, NSE: BAJAJCON. Summary written with AI assistance from the document.
Bajaj Consumer Care Ltd: key numbers
- Share price
- ₹381.30
- Market cap
- ₹4,980 Cr
- Revenue (annual)
- ₹1,165 Cr
- Net profit (annual)
- ₹190.2 Cr
- P/E (TTM)
- 19.9×Sector 38.3×
- 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 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 Q2 FY27 Results: Net Profit ₹70.2 Cr, Up 66.0% YoY
Bajaj Consumer Care Ltd reported revenue from operations of ₹332.8 Cr (+25.4% YoY) and net profit of ₹70.2 Cr (+66.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹70.2 Cr · +66.0% YoY
Bajaj Consumer Care Board Meeting Date
Bajaj Consumer Care Ltd has scheduled a board meeting on October 14, 2026, to consider and approve the unaudited financial results for the quarter ended September 30, 2026.