Bajaj Consumer Care Q1 profit jumps 85% as domestic business grows nearly 30%
Bajaj Consumer Care posted Q1FY27 revenue of Rs 341.57 crore, up 24.94% YoY, while net profit surged 84.82% to Rs 70.75 crore. Growth was led by nearly 30% domestic expansion driven by Almond Drops hair oil, with EBITDA margin at 24.7% and gross margin at 61.8%.
What happened
Bajaj Consumer Care's Q1FY27 revenue rose 24.94% YoY to Rs 341.57 crore and profit jumped 85% to Rs 70.75 crore, driven by nearly 30% domestic growth led by
Key facts
- revenue Rs 341.57 crore
- revenue up 24.94% YoY
- profit Rs 70.75 crore
- profit up 84.82% YoY
- domestic growth ~30%
- EBITDA margin 24.7%
- gross margin 61.8%
Why this matters
The 30% domestic expansion validates the Almond Drops franchise as a platform for bolt-on hair and personal-care acquisitions to diversify beyond a single hero product.
What to watch
- Copra and LLP (light liquid paraffin) input cost trends over next quarter
- Volume vs value growth split — whether pricing or true volume drove the 25% revenue
- Rural demand indicators and monsoon progress
- International/exports segment performance which lagged domestic
- Q2FY27 print to confirm base effect vs structural momentum
- Analyst upgrades on FY27 EPS following the profit beat; look for revised target prices within 1-2 weeks
- Management commentary on sustainability of domestic growth and margin guidance in earnings call
- Possible A&P (advertising) spend ramp-up to defend Almond Drops share, pressuring near-term margins
- Peer read-through to Marico, Dabur, Emami on hair oil category demand