Honasa Consumer Limited has informed the Exchange about Transcript

Honasa Consumer Limited shared the transcript of its Q1 FY26 earnings call held on August 12, 2025. The company posted its highest-ever quarterly revenue and profit, with revenue up 7.5% year-on-year and 11.6% sequentially, driven by 10.5% unit volume growth (300 bps ahead of value growth). EBITDA margin came in at 7.7%, a 260 bps sequential improvement, with gross margin up 48 bps. Focus categories, now 80% of revenue, grew in double digits, and Mamaearth's focus categories turned double-digit across all channels, signalling the turnaround strategy is working. Young brands (Derma Co, Aqualogica, Dr. Sheth's, BBlunt, Staze) grew over 20%, with Derma Co on track to become a INR1,000 crore brand. Management guided that the 7% EBITDA margin can be sustained for the rest of FY26 and committed to 100–150 bps annual margin expansion over the next 4–5 years, with mid-teen EBITDA margins for top brands over a 4–5 year horizon.