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Earnings Call

Honasa Consumer Earnings Call: Key Takeaways

Honasa reported its highest-ever quarterly revenue of INR 682 Cr in Q4 FY26, driven by 30% volume-led growth and focus on seven core categories.

Why this was an Alfa AlertNot a filter event. Performance was strong but no specific prior management guidance range was provided to verify a 5%+ material beat.
Highlights
Revenue growth28% YoY (LFL) in Q4 FY26; 20% for full year.
MarginsEBITDA margin scaled to 9.3% for FY26, up 237%+ YoY.
Demand visibilityStrong growth in nutraceuticals and focus categories (35%+).
Management confidenceHigh; initiated first-ever dividend payout of ~INR 98 Cr.

Growth

FY26 revenue grew 20% YoY to INR 2,479 Cr; PAT rose 175% to INR 200 Cr with 8.1% margin.

Outlook

Board recommended maiden dividend of INR 3 per share; focusing on scaling younger brands and nutraceuticals segment.

Risks

Logistics and fulfillment cost adjustments from Flipkart settlement impacted topline recognition by ~INR 25 Cr in Q4.

Source

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

Read the document ↗

Honasa Consumer Ltd: key numbers

Share price
₹465.50
Market cap
₹15,176 Cr
Revenue (annual)
₹2,392 Cr
Net profit (annual)
₹199.9 Cr
P/E (TTM)
61.0×Sector 43.4×
Promoter holding
35.47%-0.07% QoQ
FII holding
13.64%Current quarter

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

More from Honasa Consumer Ltd

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14:00 IST NSE
Management Change

Honasa Consumer Management Change

Honasa elevates Nishchay Bahl to Chief Business Officer - Offline effective September 8, 2026. He will lead offline channels including General Trade and Modern Trade.

20:32 IST NSE
Annual General Meeting

Honasa Consumer Annual General Meeting

Honasa Consumer Limited will hold its 10th Annual General Meeting on September 28, 2026, through video conference to discuss financial statements and director appointments.

15:32 IST BSE
Financial Results

Honasa Consumer Q1 FY27 Results: Net Profit ₹90.4 Cr, Up 118.9% YoY

Honasa Consumer Ltd reported revenue from operations of ₹755.9 Cr (+27.0% YoY) and net profit of ₹90.4 Cr (+118.9% YoY) for Q1 FY27.

Key figure
Net profit ₹90.4 Cr · +118.9% YoY