On this page
Bajaj Consumer Care Q2 FY27 profit jumps 65.9% to Rs 70.2 crore as coconut portfolio lifts revenue 25.5%
Our read
Bajaj Consumer Care's coconut-led growth probably continues, but the 24.7% Ebitda margin is likely to face pressure from raw material costs over the next two quarters.
For operators
Bajaj Consumer Care's coconut portfolio lifted Q2 FY27 revenue 25.5% to Rs 333 crore, a sign of strong coconut-product demand, though elevated raw material prices could bring cost pressure and pricing changes to the shelf.
Watch
Revenue growth versus the 25.5% reported for Q2
The report,
Bajaj Consumer Care's revenue reached Rs 333 crore in the quarter ended September, while its Ebitda margin widened to 24.7% from 18%. Elevated raw material prices, including light liquid paraffin, mustard oil and copra, remain a margin concern.
up 65.9%
One email each morning: the day’s top moves in Indian retail, why each matters and what to watch. Free. Stop any time.
Reported figures
From the report. Source details below
| Q2 Ebitda: | Rs 82.3 crore |
|---|---|
| Ebitda margin improvement: | 670 basis points |
| Year-ago net profit: | Rs 42.3 crore |
Why it matters to operators and investors
Bajaj Consumer Care's coconut-led 25.5% revenue growth to Rs 333 crore and 24.7% Ebitda margin show a focused portfolio can scale profitably, a useful benchmark for similar targets, with raw material costs the main caveat.
What to watch next
- Ebitda margin above Q2's 24.7% at the Q3 FY27 results would mean pricing is outrunning raw material costs and the 670 bps gain is durable.
- Coconut and copra price trend before the Q3 FY27 results
- Management split of growth between price and volume
- Rival coconut oil pricing or promotion moves
Likely next moves
Our read of what comes next — analysis, not reported by the source.
- Bajaj Consumer Care is likely to keep the coconut portfolio at the centre of its growth plans and push distribution and marketing behind it.
- Expect Bajaj Consumer Care to take selective price increases or adjust pack sizes to defend margin against elevated raw material prices.
- Rival coconut oil makers may respond with promotions or pricing moves to defend share against Bajaj Consumer Care's coconut growth.
- Bajaj Consumer Care is likely to tell analysts that the 24.7% Ebitda margin is hard to sustain if input costs stay high.
- Suppliers of coconut and other inputs are likely to push for higher prices from Bajaj Consumer Care in the next buying cycle.
The source
First seen