Bajaj Consumer Care Q1 FY27 Earnings Call Transcript

Mgmt Guided Margin PressureMgmt Guided Margin ImprovementInvestor Communications View source PDF

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AI summary

Bajaj Consumer Care Q1 FY27: revenue INR341 cr, up 28% YoY. EBITDA doubled to INR84.4 cr at 24.7% margin. PAT INR70.7 cr at 20.7% margin. ADHO hair oil saw low-teen volume growth. Management flagged Q2 gross margin pressure from West Asia war-driven raw material costs and high-cost inventory, but expects sequential easing in Q3-Q4. No further pricing planned. Targets consistent double-digit to low-teens long-term growth. Ad spend held at 14.6%. International, rural and growth portfolio businesses rebounded strongly.

Likely market impact

Q2 margins under pressure from raw material costs; H2 sequential easing expected. Strong Q1 but aspirational long-term outlook suggests growth normalization.