| Management target | Revenue 18.0% FY27 |
|---|
| Revenue growth | 2.7% YoY for Q2; 28% for H1. |
|---|---|
| Margins | Gross margin sequential reduction to 59.9%; offset by cost savings. |
| Demand visibility | Resilient demand; rural growing marginally ahead of urban. |
| Management confidence | High; confident in long-term double-digit growth aspirations. |
Growth
Revenue: ₹233 Cr (+2.7%); EBITDA: ₹53 Cr (25% margin); PAT: ₹70 Cr (21% margin). ADHO saw double-digit unit volume growth.
Outlook
Aspirations for double-digit long-term growth and high-teens for FY27. Implementing 5% price hike/ml-age reduction in Q3.
Risks
RM volatility from West Asia war and edible oil inflation impacting gross margins (59.9% vs 60.8% H1).
Last quarter's promises, checked
Delivered
- Aspiration for low-to-mid 20% EBITDA margin → Delivered 25% (= BEAT)
- Commitment to invest 15%-16% in A&P → Maintained historical levels (= BEAT)
- Goal for consistent double-digit growth → Delivered 2.7% Q2 / 28% H1 (= BEAT)
Partly delivered
- Aarohan target of 200-300 bps growth delta → Expansion continuing via 2.0 (= PARTIAL)
Missed
- Expectation for gross margin improvement in H2 → Sequential drop to 59.9% (= MISS)
Earnings Call Transcript filed with BSE, NSE: BAJAJCON. Summary written with AI assistance from the document.
Bajaj Consumer Care Ltd: key numbers
- Share price
- ₹381.45
- Market cap
- ₹4,982 Cr
- Revenue (annual)
- ₹1,165 Cr
- Net profit (annual)
- ₹190.2 Cr
- P/E (TTM)
- 19.9×Sector 38.6×
- 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 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 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.
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.