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Earnings Call

Bajaj Consumer Care Earnings Call: Key Takeaways

Bajaj Consumer Care delivered a strong Q1 FY27 with revenue growing 28% YoY to INR 341 Cr. EBITDA doubled to INR 84.4 Cr (24.7% margin) driven by operating leverage and price increases.

Highlights
Revenue growth28% YoY
MarginsGross margins dropped sequentially to 61.8% due to inflation.
Demand visibilityBroad-based growth in urban, rural, and international markets.
Management confidenceHigh

Growth

Revenue grew >28% YoY; EBITDA doubled to INR 84.4 Cr; PAT at INR 70.7 Cr (20.7% margin).

Outlook

Aspiration to deliver consistent double-digit to low-teens volume growth; focus on distribution expansion via Project Aarohan.

Risks

Extreme volatility in petroleum-linked raw materials (LLP, packaging) and edible oils due to West Asia war.

Last quarter's promises, checked

Delivered

  • Guided 20s growth in ADHO revenue → delivered low-teen volume growth (= BEAT)
  • Guided EBITDA margin low-20s to mid-20s → delivered 24.7% (= BEAT)
  • Guided turnaround in International Business → delivered sharp rebound (= BEAT)

Partly delivered

  • Guided gross margin maintenance in 63% zone → delivered 61.8% (= PARTIAL)
Source

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

Read the document ↗

Bajaj Consumer Care Ltd: key numbers

Share price
₹493.50
Market cap
₹6,446 Cr
Revenue (annual)
₹1,165 Cr
Net profit (annual)
₹190.2 Cr
P/E (TTM)
28.9×Sector 42.5×
Promoter holding
42.97%+0.00% QoQ
FII holding
16.11%Current quarter

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

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Bajaj Consumer Care Annual General Meeting

Bajaj Consumer Care Limited concluded its 20th Annual General Meeting on August 5, 2026. Shareholders approved audited financial statements and the re-appointment of Director Mr. Kushagra Bajaj.

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Board Meeting Outcome

Bajaj Consumer Care Board Meeting Outcome

Bajaj Consumer Care Ltd appointed Jignesh Nagda as Company Secretary and Compliance Officer. The appointment was approved at the board meeting on July 13, 2026.

13:14 IST NSE
Results Update

Bajaj Consumer Care Results Update

Bajaj Consumer Care posted Q1 FY27 revenue of INR 341.4 Cr, EBITDA INR 84.4 Cr and PAT INR 70.7 Cr. Figures are restated after the VPCL scheme of arrangement.

Value
₹341.4 Cr