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Earnings Call

Honasa Consumer Earnings Call: Key Takeaways

Honasa delivered strong Q4 FY26 results with 28% YoY revenue growth and expanded EBITDA margins to 11.3%. Strategy focuses on hero products and younger brands.

Why this was an Alfa AlertNot a filter event. Performance was in line with internal agendas and high-teens/20% growth targets.
Highlights
Revenue growth28% YoY for Q4 FY26; 20% for full year.
MarginsGross margin 71.4%; EBITDA margin tripled to 9.3% for FY26.
Demand visibilityStrong volume-driven growth; expansion into top 100 cities.
Management confidenceHigh; confident in double-digit CAGR for Mamaearth over 5 years.

Growth

Q4 revenue at ₹682cr (28% YoY). FY26 PAT reached ₹200cr with 20% annual revenue growth.

Outlook

Guidance of high-teens CAGR growth and 500bps EBITDA margin improvement over the next 5 years.

Risks

Inflationary pressures in crude and raw materials; impact of Flipkart revenue recognition adjustments.

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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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