Makes and sells personal care products in India, primarily hair oils under the flagship Almond Drops Hair Oil (ADHO) brand, which the FY26 BRSR filing says make up 98 percent of turnover. A "growth portfolio" of non-ADHO brands, including the Banjara's brand at ~5 percent of revenue, delivered INR225 crore in FY26, with management targeting INR500 crore over three years. Distribution is being widened through Project Aarohan into new states; the company says this delivers a 200-300 bps growth delta in those markets and organised trade is now 30 percent of total sales. Q1 FY27 consolidated revenue was INR341 crore, with EBITDA at INR84.4 crore (24.7 percent margin) on a 61.8 percent gross margin. International sales span Nepal, Bangladesh, MENA, GCC and Africa, and the company merged with Vishal Personal Care Ltd effective May 1, 2026. The biggest cost line is materials (28.4 percent of FY26 revenue), followed by other operating expenses (29.5 percent) and employee costs (12.1 percent); management flags petroleum-related inputs (LLP, packaging) and edible oils (almond, mustard, copra) as volatile. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. ADHO (Almond Drops Hair Oil), Non-ADHO growth portfolio, International business. FMCG personal care, hair-oil-led brand business with growing non-ADHO and international extensions.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 880 | 961 | 984 | 965 | 1,165 |
| EBITDA (ex other income) | 174 | 141 | 155 | 128 | 221 |
| margin % | 19.8 | 14.7 | 15.8 | 13.3 | 19.0 |
| Owners' profit | 170 | 0 | 0 | 125 | 0 |
| EPS, as reported (₹) | 11.50 | 9.48 | 10.89 | 9.03 | 14.21 |
| ROE % · ROCE % | 21.0 · 25.5 | 17.6 · 21.2 | 18.7 · 22.6 | 16.7 · 20.3 | 25.2 · 30.2 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 129 | 101 | 116 | 65 | 197 |
| Capex | (11) | (6) | (4) | (5) | (33) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 234 | 234 | 250 | 267 | 265 | 306 | 327 | 342 |
| Profit before tax | 39 | 31 | 38 | 46 | 51 | 56 | 78 | 87 |
| Net profit | 32 | 25 | 31 | 38 | 42 | 46 | 64 | 71 |
| EPS (₹) | 2.27 | 1.82 | 2.23 | 2.77 | 3.09 | 3.44 | 4.75 | 5.42 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| GODREJ CONSUMER PRODUCTS | 88,507 | 46.2 | 6.99 | 28.7 | 14.7 | 19.0 | 6.6 | 19.8 |
| DABUR INDIA LTD | 66,702 | 33.8 | 5.65 | 22.3 | 15.8 | 19.8 | 6.6 | 24.3 |
| COLGATE PALMOLIVE LTD. | 48,889 | 36.3 | 30.86 | — | 83.7 | 107.1 | — | 31.3 |
| CUPID LIMITED | 37,644 | 102.9 | 83.50 | 249.5 | 24.0 | 30.3 | — | 40.3 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 8 Sept 2026 · Bajaj Consumer Care FY26 Annual Report and 20th AGM Notice | results | high | — | — |
| 2 Sept 2026 · Bajaj Consumer Care to attend Avendus Spark INDX Conference 2026 | board shareholder meetings | low | — | — |
| 22 Aug 2026 · Bajaj Consumer Care notifies one-year physical-share transfer window | compliance | minimal | — | — |
| 21 Aug 2026 · Head of Supply Chain, Operations and IT resigns at Bajaj Consumer Care | management changes | medium | — | — |
| 21 Aug 2026 · Head of Supply Chain, Operations and IT resigns | management changes | medium | — | — |
| 5 Aug 2026 · Bajaj Consumer Care 20th AGM voting results: All 3 resolutions passed | compliance | low | — | — |
| 5 Aug 2026 · 20th AGM held; all 3 resolutions passed including director remuneration | board shareholder meetings | medium | — | — |
| 15 Jul 2026 · Bajaj Consumer Care Q1 FY27 Earnings Call Transcript | investor communications | medium | — | — |
| 14 Jul 2026 · Q1FY27 results published in newspapers; PAT rises 85% YoY | compliance | minimal | — | — |
| 13 Jul 2026 · Audio link of Q1FY27 earnings call submitted to exchanges | investor communications | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| P&G HYGIENE & HEALTH CARE |
| 24,410 |
| 30.9 |
| 32.40 |
| — |
| 113.7 |
| 134.4 |
| — |
| 20.1 |
| GILLETTE INDIA LTD | 23,807 | 35.6 | 25.15 | — | 69.1 | 83.4 | — | 29.8 |
| EMAMI LIMITED | 15,893 | 21.2 | 5.44 | 15.3 | 26.5 | 28.4 | 5.6 | 23.5 |
| HONASA CONSUMER LIMITED | 15,331 | 52.9 | 10.86 | 48.3 | 14.2 | 16.9 | — | 17.6 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 31.3 | 36.3 | 5 of 15 | 71% |
| P/B | 9.0 | 8.7 | 8 of 13 | 42% |
| ROCE | 30.0 | 19.4 | 6 of 16 | 67% |
| ROE | 25.2 | 15.8 | 5 of 13 | 67% |
| Debt / Equity | 0.0 | 0.0 | 1 of 13 | 50% |
| EBITDA margin | 26.8 | 23.5 | 4 of 13 | 75% |
| Revenue growth | 28.1 | 13.4 | 4 of 14 | 77% |
| Profit growth | 86.5 | 9.4 | 3 of 13 | 83% |
| Market cap | 6825 | 11078 | 9 of 16 | 47% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
