BAJAJCONNSEBajaj Consumer Care LimitedMediumNeutral
Announced Fri, 17 Apr · 13:06 IST

Bajaj Consumer Care Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

BAJAJCON · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+9.6%1-day move
₹429.00
prior close
₹469.05
base price
In-mkt
timing
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-1.6+0.8+2.9+4.6+9.6+7.1+9.1+8.4+5.2+9.4+26.1+21.2+40.2+22.6
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AI summary

Bajaj Consumer Care reported strong Q4 FY26 results with consolidated revenue of INR 326.5 Cr (up 32.3% YoY) and PAT of INR 63.6 Cr (up 105.2% YoY). Gross margin expanded significantly by 966 basis points to 63.6% driven by falling commodity prices, particularly copra prices down 30-35% from peak. EBITDA margin improved to 23.7% from 13.3% a year ago. For full year FY26, revenue reached INR 1,153.4 Cr (up 21.4%) with PAT of INR 190.2 Cr (up 51.8%). The Growth Portfolio crossed INR 225 Cr annual sales and management aspires to grow it to INR 500 Cr over the next 3 years. International business showed sequential improvement with Nepal growing 32% YoY and Bangladesh reaching breakeven.

Likely market impact

Strong margin expansion and robust profitability growth signal operational efficiency gains. The company is benefiting from favorable commodity trends while maintaining revenue growth momentum across domestic channels.