Bajaj Consumer Care Posts Strong Quarter: Revenue Up 28.5% to Rs 308 Cr, Profit Doubles
Amid a heavy Q1 earnings day featuring 15+ companies including HCL Tech and ICICI Prudential AMC, FMCG player Bajaj Consumer Care stood out with revenue up 28.5% YoY to Rs 308 cr, net profit doubling to Rs 64 cr, and EBITDA margin expanding to 25.3%.
What happened
Q1FY27 earnings day features 15+ companies. Consumer brand Bajaj Consumer Care posted strong Q4FY26 results—revenue up 28.5% to Rs 308 cr, profit doubling to Rs
Key facts
- Bajaj Consumer Care revenue Rs 308 cr, up 28.5% YoY
- Bajaj net profit Rs 64 cr
- Bajaj EBIDTA margin 25.3%
Why this matters
The combination of 28.5% top-line growth and expanding margins makes Bajaj Consumer Care a stronger valuation candidate for consolidation plays in the fragmented Indian personal-care space.
What to watch
- Q2 guidance and whether 25%+ margin is reiterated
- Crude/LLP input cost trajectory feeding gross margins
- Volume growth disclosure vs price-led growth
- Ad-spend ratio changes that could pressure future margins
- Peer FMCG prints (Marico, Dabur) confirming or contradicting sector demand
- Screen for volume-vs-value growth split in the management commentary to test durability of the beat
- Compare Bajaj Consumer margin against Marico, Dabur, Emami on input-cost sensitivity
- Position for modest intraday pop but avoid chasing given base-effect risk
- Track distributor/channel commentary on ADHO pricing and rural demand recovery