HONASANSEHonasa Consumer LimitedMediumNeutral
Announced Tue, 12 Aug · 15:57 IST

Honasa Consumer Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HONASA · price

Loading chart…

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Honasa Consumer (parent of Mamaearth, The Derma Co, Aqualogica) filed its Q1FY26 investor presentation alongside the earnings call. Revenue from operations rose to INR 595 Cr, up 7.4% YoY and 11.6% sequentially, marking the company's highest-ever quarterly revenue. Underlying volume growth was a healthy 10.5%, indicating the growth was volume-led rather than price-led. EBITDA came in at INR 46 Cr with margin expanding 264 basis points sequentially to 7.7%, driven by gross margin improvement, higher offline share in the channel mix, and scale-led cost leverage. Profit after tax stood at INR 41 Cr (6.9% margin). Focus categories now contribute ~80% of revenue and grew at double digits across e-commerce and modern trade (30%+ offtake growth). Distribution reached 2.40 lakh FMCG outlets, up 20% YoY, while younger brands (The Derma Co, Aqualogica, etc.) grew 20%+. The Face Cleanser category became the third category to cross an annualised run rate of INR 100 Cr.

Likely market impact

Positive read for shareholders: record quarterly revenue, double-digit volume growth, and a sharp 264 bps sequential EBITDA margin expansion suggest improving operating leverage. Sustained double-digit growth in focus categories and strong distribution momentum provide a constructive setup heading into the festive season.