Bajaj Consumer Q1 profit jumps 84.8% but stock slides ~5% after 150% rally
Bajaj Consumer Care posted Q1 net profit of ₹70.7 crore, up 84.8% YoY, on 25% revenue growth to ₹341.6 crore. EBITDA margin expanded to 24.4% with gross margin at 64.2% and EPS of ₹5.37. Despite the strong print, shares fell nearly 5% from day's highs following a steep 150% YTD run-up.
What happened
Bajaj Consumer Care Q1 net profit rose 84.8% to ₹70.7 crore on 25% revenue growth, with EBITDA margin expanding to 24.4%. Despite strong results, shares fell
Key facts
- net profit ₹70.7 crore, up 84.8% YoY
- revenue ₹341.6 crore, up 25%
- EBITDA ₹83.4 crore
- EBITDA margin 24.4%
- gross margin 64.2%
- EPS ₹5.37
- stock down ~5% from day's highs
Why this matters
Robust margins and cash-generative FMCG fundamentals make Bajaj Consumer an attractive consolidation or partnership candidate, though the elevated valuation post-rally raises the entry cost for any inbound interest.
What to watch
- Management guidance on ADHO/hair-oil volume growth in commentary or calls
- Delivery volumes and F&O open-interest shifts signaling momentum exhaustion
- Peer FMCG results (Marico, Dabur, Emami) confirming category demand
- Any block/bulk deal disclosures or insider transactions
- Rural demand and monsoon data affecting FMCG discretionary spend
- Scrutinize volume vs. price-led growth split in the quarter to gauge revenue quality
- Watch for analyst target revisions and coverage initiations post-print
- Monitor promoter/institutional shareholding changes for signs of distribution
- Track gross-margin sustainability given commodity/palm-oil input trends