| Revenue growth | 31.8% YoY (LFL basis); 27% reported. |
|---|---|
| Margins | EBITDA margin improved 636 bps YoY to 14.1% via mix and leverage. |
| Demand visibility | Strong; brand searches for Mamaearth up 36%; Derma Co up 34%. |
| Management confidence | High; citing highest ever quarterly revenue and profit. |
Growth
Revenue reached 785 Cr (LFL); PAT grew 116.5% YoY to 90 Cr; EBITDA rose ~2X+ to 110 Cr.
Outlook
Focus on scaling fragrance category with 'F/KN' launch and expanding presence in Tier 2+ markets and Q-commerce.
Risks
Topline impacted by 29 Cr due to change in Flipkart settlement terms (netting off logistics costs).
Last quarter's promises, checked
Delivered
- Guided 20%+ growth → delivered 31.8% LFL (= BEAT)
- Guided 100 bps annual EBITDA expansion → delivered 636 bps YoY (= BEAT)
- Guided younger brands growth ~40% → delivered 40%+ (= BEAT)
Partly delivered
- Guided double-digit Mamaearth growth → delivered double-digit (unspecified) (= PARTIAL)
Investor Presentation filed with BSE, NSE: HONASA. Summary written with AI assistance from the document.
Honasa Consumer Ltd: key numbers
- Share price
- ₹475.25
- Market cap
- ₹15,494 Cr
- Revenue (annual)
- ₹2,392 Cr
- Net profit (annual)
- ₹199.9 Cr
- P/E (TTM)
- 62.3×Sector 42.5×
- 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
All →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.
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.
Honasa Consumer Merger & Restructuring
Honasa Consumer has terminated its proposed acquisition of a 58% stake in Fluence Pharma Private Limited due to the non-fulfilment of closing conditions.
Honasa Consumer Capital Structure Change
ICICI Prudential Life Insurance sold 8,92,850 shares of Honasa Consumer Limited in the open market. The institutional stake decreased from 5.80% to 5.53%.
Honasa Consumer Earnings Call Transcript: Key Takeaways
Honasa reported strong 32% revenue growth for Q1 FY27, driven by volume and portfolio diversification. While management remains optimistic, scaling secondary brands beyond ₹200cr remains a challenge despite the core brand's steady performance.
- Call
- Guides 18% growth
Honasa Consumer Other Announcement
Honasa Consumer Limited filed its Monitoring Agency Report for the quarter ended June 30, 2026. The report confirms no deviations in utilizing its IPO proceeds.