HONASABSEHonasa Consumer LtdMediumNeutral
Announced Thu, 21 May · 16:34 IST

Investor Presentation on the audited financial results for the quarter and financial year ended March 31, 2026

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

HONASA · price

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Price reaction · full curve 14 horizons · vs prior close
+7.9%1-day move
₹361.70
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₹385.00
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AI summary

Honasa Consumer Limited reported its highest-ever quarterly revenue of INR 682 Cr in Q4 FY26, with 28% YoY growth and EBITDA scaling 2.5x to INR 77 Cr (11.3% margin). For the full year FY26, revenue grew ~20% to INR 2,479 Cr while tripling EBITDA to INR 231 Cr (9.3% margin) with 237% YoY improvement. The company declared its maiden dividend of INR 3 per share (51.2% payout ratio) totaling ~INR 98 Cr, signaling confidence in cash generation. Gross margins remained strong at 71.2%, with underlying volume growth of 23% indicating quality, volume-led expansion rather than just price increases. Focus categories grew 35%+ YoY and now contribute 80%+ of Q4 revenue, while younger brands including The Derma Co achieved 40%+ growth.

Likely market impact

Strong operational performance with consistent 20%+ quarterly growth and margin expansion signals sustainable profitable growth. The maiden dividend and negative working capital cycle demonstrate robust cash generation, making the stock attractive for growth and income investors.