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Earnings Call

Honasa Consumer Earnings Call: Key Takeaways

Honasa delivered strong Q4 results with 28% YoY like-for-like revenue growth and significant EBITDA expansion, while initiating its first-ever dividend payout.

Why this was an Alfa AlertNot a filter event. Results aligned with internal targets rather than beating specific prior guidance by 5% or more.
Highlights
Revenue growth28% YoY like-for-like growth driven by volume and focus categories.
MarginsEBITDA scaled 2.5x YoY; gross margins expanded 70bps to 71.4%.
Demand visibilityPositive trends in 'inside-out beauty' and high-demand focus categories.
Management confidenceHigh; emphasized replicable playbook and long-term premiumization trends.

Growth

Revenue grew 28% like-for-like, driven by focus categories (35% growth) and volume rather than price.

Outlook

Targeting 100bps EBITDA improvement annually and maintaining a high-teens CAGR over five years.

Risks

Expansion into complex categories like nutraceuticals and reliance on a few 'hero' products for scale.

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.

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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