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Latest filing: 2026-07-15 13:51
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13 announcements match the current filters (relevance ≥ 5).
28% Revenue Growth and Doubled EBITDA in Q1 FY27; Margins Reach 24.7%
Bajaj Consumer Care reported a strong Q1 FY27 with revenue increasing 28% YoY to ₹341 crore, driven by low-teen volume growth in its flagship Almond Drop Hair Oil (ADHO). EBITDA doubled to ₹84.4 crore, reflecting a 24.7% margin, which is significantly higher than the TTM OPM of 19%. While gross margins dipped sequentially to 61.8% due to raw material volatility, they improved by 510 bps compared to the same quarter last year. The company remains focused on its FY29 target of 40% non-ADHO revenue, supported by the ₹120 crore Banjara's acquisition.
Confidence: HIGH
What changedThe company has moved from mid-single-digit volume growth to low-teen volume growth in its core brand while significantly expanding operating margins through operating leverage.
Why it mattersThe results demonstrate strong pricing power and efficiency, with EBITDA margins now exceeding historical levels despite volatility in crude-linked raw materials like LLP.
Q1 Revenue: ₹341 crEBITDA Margin: 24.7%PAT: ₹70.7 crBanjara's Acquisition vs Net Worth: ~15.1%Ad Spend as % of Revenue: 14.6%
📅 Short termThe stock is likely to react positively to the doubling of EBITDA and the strong rebound in international business and rural demand.
📈 Long termThe structural shift towards a diversified personal care portfolio (targeting 40% non-ADHO by FY29) is critical to reducing dependence on a single product line.
⚠ Risk flags
- High dependence on ADHO (approx 80% of revenue)
- Raw material volatility (LLP and packaging costs)
- Intense competition in the non-ADHO segments like coconut oil
Key Highlights
Revenue grew 28% YoY to ₹341 crore, representing approximately 29% of TTM revenue.
EBITDA doubled to ₹84.4 crore with a margin of 24.7%, up from 19% TTM average.
ADHO volume growth accelerated to low teens on an MLH adjusted basis.
Gross margins improved by 510 basis points YoY to 61.8% despite sequential raw material pressure.
Advertising and promotion spends were maintained at 14.6% of revenue to support brand growth.
👀 What to Watch
Watch for the sustainability of low-teen volume growth in ADHO and the execution of the 'non-ADHO' diversification strategy, which aims for a 40% revenue share by FY29.
84.8% PAT Growth: Bajaj Consumer Care Reports Strong Q1 FY27 Performance
Bajaj Consumer Care reported a robust Q1 FY27 with consolidated net sales growing 28.3% YoY to ₹341.4 Cr. Profitability saw a significant jump, with EBITDA doubling to ₹84.4 Cr and PAT rising 84.8% to ₹70.7 Cr, driven by gross margin expansion to 61.8%. The core Almond Drop Hair Oil (ADHO) brand achieved early-teens volume growth, while the international business returned to double-digit EBITDA margins. The company successfully integrated the Banjara's acquisition, contributing to the non-ADHO portfolio growth.
Confidence: HIGH
What changedThe company reported a sharp recovery in margins and volume growth in its core brand, alongside the successful financial integration of the Banjara's acquisition.
Why it mattersHigh dependence on a single product (ADHO) has been a historical risk; strong growth in the 'Growth Portfolio' and international markets suggests successful diversification and improved operational efficiency.
Net Sales (Q1 FY27): ₹341.4 CrYoY Sales Growth: 28.3%EBITDA Margin: 24.7%PAT (Q1 FY27): ₹70.7 CrLLP Price Change (QoQ): >40%Copra Price Change (QoQ): -20%
📅 Short termPositive reaction expected due to the significant margin expansion and high double-digit profit growth exceeding historical quarterly averages.
📈 Long termStructural improvement in product mix and distribution (Aarohan project) could lead to a re-rating if the company successfully reduces ADHO dependence to 60% by FY29.
⚠ Risk flags
- High sensitivity to crude-linked LLP prices (up 40% QoQ)
- Intense competition in the hair oil segment
- Rural demand recovery pace
Key Highlights
Consolidated Net Sales increased 28.3% YoY to ₹341.4 Cr, representing ~29% of TTM revenue.
EBITDA surged 101.2% YoY to ₹84.4 Cr, with margins expanding significantly to 24.7% from 15.8% YoY.
Profit After Tax (PAT) grew 84.8% YoY to ₹70.7 Cr, contributing ~37% of the TTM PAT in a single quarter.
Gross margins improved to 61.8% from 56.7% YoY, despite a 40% QoQ spike in Light Liquid Paraffin (LLP) prices.
International business registered a strong comeback with double-digit EBITDA margins and double-digit topline growth in Nepal and Bangladesh.
👀 What to Watch
Monitor the sustainability of the 24.7% EBITDA margin given the reported 40% QoQ spike in crude-linked LLP prices. Watch for the continued execution of the 'Aarohan Phase 3' distribution expansion and the growth of the non-ADHO portfolio towards the 40% revenue target by FY29.
84.8% YoY PAT Growth: Bajaj Consumer Care Reports Strong Q1 FY27 Results
Bajaj Consumer Care reported a robust performance for Q1 FY27, with consolidated revenue increasing 25.4% YoY to ₹335.11 cr. Consolidated PAT surged 84.8% YoY to ₹70.75 cr, significantly aided by the integration of Vishal Personal Care (Banjara's). The company maintained high marketing intensity with advertising spends at ₹50.01 cr, roughly 15% of revenue. Additionally, the board appointed Mr. Jignesh Nagda as the new Company Secretary and Compliance Officer effective July 24, 2026.
Confidence: HIGH
What changedThe company reported its first full quarter of results post the integration of the Banjara's acquisition and appointed a new Key Managerial Personnel (KMP) for compliance.
Why it mattersThe significant jump in PAT and revenue suggests the acquisition of Vishal Personal Care is contributing positively to the bottom line, helping the company diversify away from its core Almond Drops Hair Oil (ADHO) dependency.
Consolidated Revenue (Q1 FY27): ₹335.11 crConsolidated PAT (Q1 FY27): ₹70.75 crQ1 Revenue vs TTM Revenue: 28.8%YoY PAT Growth: 84.8%Advertising Spend: ₹50.01 cr
📅 Short termThe stock is likely to react positively to the sharp earnings beat and margin expansion, reflecting the benefits of the recent merger.
📈 Long termStructural growth depends on the company's ability to scale the Banjara's brand and new product developments (NPDs) to reach its FY29 diversification targets.
⚠ Risk flags
- High advertising intensity required to maintain market share
- Dependence on raw material costs (LLP/HDPE)
- Integration risks of the newly merged entity
Key Highlights
Consolidated Revenue from operations grew 25.4% YoY to ₹335.11 cr from ₹267.24 cr (restated).
Consolidated Net Profit (PAT) increased 84.8% YoY to ₹70.75 cr compared to ₹38.28 cr in the previous year's quarter.
Earnings Per Share (EPS) rose to ₹5.42 from ₹2.79 in Q1 FY26.
Advertising and Sales Promotion expenses remained high at ₹50.01 cr to support brand growth.
Financials restated to include Vishal Personal Care Limited following the NCLT-approved merger effective May 1, 2026.
👀 What to Watch
Investors should monitor the sustainability of these higher margins and the execution of the 'non-ADHO' diversification strategy, which aims for 40% revenue from non-almond oil products by FY29.
Bajaj Consumer Care Completes Scheme of Arrangement with Vishal Personal Care Effective May 1, 2026
Bajaj Consumer Care Limited (BCCL) has announced that its Scheme of Arrangement with Vishal Personal Care Limited (VPCL) has become effective as of May 1, 2026. This follows the receipt of a certified order from the NCLT Jaipur Bench on April 22, 2026, and subsequent Board approval on April 29, 2026. The company has completed the regulatory process by filing Form INC-28 with the Registrar of Companies. This restructuring is part of a process that was initiated with intimations dating back to April and July 2025.
Key Highlights
Scheme of Arrangement between VPCL and BCCL became legally effective on May 1, 2026.
Received certified NCLT Jaipur Bench order on April 22, 2026, sanctioning the scheme.
Board of Directors approved the filing of requisite documents via circular resolution on April 29, 2026.
Form INC-28 successfully filed with the Registrar of Companies (RoC), Jaipur.
The restructuring concludes a regulatory process that began with initial filings in 2025.
👀 What to Watch
Investors should view this as a positive step toward corporate simplification and operational synergy. Monitor upcoming quarterly reports for any impact on margins or consolidated financial performance resulting from this arrangement.
Bajaj Consumer Q4 FY26: Revenue Surges 32%, EBITDA Jumps 135% as Annual Sales Cross ₹1,000 Cr
Bajaj Consumer Care reported a stellar Q4 FY26 with consolidated revenue growing 32% YoY to ₹327 crores, driven by strong performance in the ADHO brand and the growth portfolio. For the first time, the company crossed the ₹1,000 crore annual revenue milestone, ending FY26 at ₹1,153 crores. Profitability saw a massive boost with Q4 EBITDA rising 135% to ₹77 crores and gross margins expanding to 63%. Management has set a target for the non-ADHO growth portfolio to reach ₹500 crores within three years, up from the current ₹225 crores.
Key Highlights
Consolidated Q4 revenue grew 32% YoY to ₹327 crores; full-year revenue rose 21% to ₹1,153 crores.
Q4 EBITDA surged 135% YoY to ₹77 crores with margins expanding to 23.7%.
Gross margins improved by 650 basis points over the full year to reach 60%, hitting 63% in Q4.
The non-ADHO 'growth portfolio' contributed ₹225 crores in FY26 with a target to reach ₹500 crores in 3 years.
Organized trade now contributes 30% of total sales, growing in the 20s% range during Q4.
👀 What to Watch
Investors should take note of the significant margin expansion and the successful diversification into non-almond oil categories. While raw material inflation remains a watchpoint, the company's ability to cross the ₹1,000 crore revenue mark suggests a strong turnaround and improved scale.
Bajaj Consumer Q4 FY26 PAT Doubles to ₹63.6 Cr; Revenue Up 32% YoY with Strong Margin Expansion
Bajaj Consumer Care delivered a robust performance in Q4 FY26, with consolidated revenue growing 32.3% YoY to ₹326.5 crore. Profitability saw a massive surge as PAT rose 105.2% to ₹63.6 crore, supported by a significant gross margin expansion of 966 bps to 63.6%. The company's diversification strategy is yielding results, with the non-ADHO 'Growth Portfolio' crossing ₹225 crore in annual sales and rural markets showing a strong recovery with 20%+ growth during the quarter.
Key Highlights
Consolidated PAT for Q4 FY26 surged 105.2% YoY to ₹63.6 crore, while full-year FY26 PAT reached ₹190.2 crore.
Gross margins expanded by 966 bps YoY to 63.6% in Q4, aided by a 16% QoQ decline in Copra prices.
The 'Growth Portfolio' (Coconut and Banjara's) reached ₹225 crore in annual sales, with a management target of ₹500 crore in 3 years.
Rural markets sustained recovery momentum with 20%+ growth in Q4, while Organized Trade now contributes nearly 30% of total revenue.
Consolidated EBITDA for the quarter grew by 135.2% YoY to ₹77.4 crore, with EBITDA margins improving to 23.7%.
👀 What to Watch
The significant margin expansion and successful diversification into the growth portfolio reduce the company's single-product dependency. Investors should monitor the sustainability of these margins and the scale-up of the international business under new leadership.
Bajaj Consumer Care Q4 FY26 Net Profit Surges 103% YoY to ₹64.07 Crore
Bajaj Consumer Care reported a robust performance for Q4 FY26, with standalone revenue from operations growing 26.6% YoY to ₹308.32 crore. The net profit for the quarter saw a massive jump of 103.5% YoY, reaching ₹64.07 crore compared to ₹31.48 crore in the same period last year. For the full financial year 2026, the company achieved a net profit of ₹193.73 crore, a significant increase from ₹130.14 crore in FY25. This growth was achieved despite a higher spend on advertising and sales promotion, which totaled ₹168.27 crore for the year.
Key Highlights
Standalone Q4 revenue from operations increased 26.6% YoY to ₹308.32 crore.
Net profit for Q4 FY26 doubled to ₹64.07 crore from ₹31.48 crore in Q4 FY25.
Full-year FY26 Earnings Per Share (EPS) rose to ₹14.48 from ₹9.38 in FY25.
Advertising and sales promotion expenses for FY26 stood at ₹168.27 crore vs ₹137.81 crore in FY25.
Standalone Profit Before Tax (PBT) for FY26 grew by 48.9% to reach ₹234.80 crore.
👀 What to Watch
The significant jump in profitability and EPS suggests strong operational leverage and successful brand management. Investors should monitor if this growth momentum continues into the next fiscal year, as the stock may undergo a valuation re-rating.
Bajaj Consumer Care Receives NCLT Sanction for Scheme of Arrangement with Vishal Personal Care
Bajaj Consumer Care Limited (BCCL) has received the certified copy of the final order from the NCLT Jaipur Bench sanctioning its Scheme of Arrangement with Vishal Personal Care Limited (VPCL). This legal milestone follows the initial proposal announced in July 2025, marking the final stages of the corporate restructuring. The scheme involves VPCL as the demerged entity and BCCL as the resulting company. The arrangement will officially become effective once the company files the certified order with the Registrar of Companies (ROC) via Form INC-28.
Key Highlights
NCLT Jaipur Bench sanctioned the Scheme of Arrangement between VPCL and BCCL via order received April 13, 2026.
The restructuring process has been in progress since the initial regulatory intimation on July 24, 2025.
The scheme will be made effective upon the filing of Form INC-28 with the Registrar of Companies.
Vishal Personal Care Limited is the Demerged Company, while Bajaj Consumer Care is the Resulting Company.
👀 What to Watch
Investors should view this as a positive regulatory clearance that brings the company closer to completing its planned corporate restructuring. Monitor for the official 'Effective Date' announcement and subsequent disclosures regarding operational synergies.
Bajaj Consumer Care Appoints New International & Banjaras Heads; Deepak Himan Resigns
Bajaj Consumer Care (BAJAJCON) has announced a transition in its senior management team following the resignation of Mr. Deepak Himan, Head of Strategy & International Business, effective February 28, 2026. To lead its global expansion, the company appointed Mr. Abhishek Bhattacharya, who brings over 20 years of FMCG experience from firms like CavinKare and Adani Wilmar. Additionally, Mr. K.G. Mallikeswaran, a specialist in P&L turnarounds with 20+ years of experience, has been appointed as AVP for the Banjaras brand. These strategic appointments, effective early March 2026, signal a focus on strengthening international presence and brand-specific profitability.
Key Highlights
Mr. Deepak Himan resigned as Head-Strategy & International Business effective February 28, 2026.
Mr. Abhishek Bhattacharya appointed as Head - International Business (ROW, MEA & Nepal) effective March 1, 2026.
Mr. K.G. Mallikeswaran appointed as Associate Vice President (Banjaras) effective March 3, 2026.
Both new appointees bring over 20 years of extensive FMCG industry experience to the company.
Mr. Mallikeswaran has a proven track record of turning loss-making units into PBT-positive operations.
👀 What to Watch
Investors should monitor the performance of the international business and the Banjaras brand in upcoming quarters to evaluate the effectiveness of the new leadership. No immediate portfolio changes are recommended based solely on these management transitions.
Bajaj Consumer Q3 FY26: Consolidated Revenue Jumps 32.7%, EBITDA Surges 109% YoY
Bajaj Consumer Care reported a robust Q3 FY26 with consolidated revenue growing 32.7% YoY to ₹306 crores, driven by strong performance in the Almond Drop Hair Oil (ADHO) segment. Standalone gross margins expanded significantly by 800 bps to 59.8%, while consolidated EBITDA more than doubled with a 109% YoY increase. The company saw a recovery in general trade and rural markets, alongside 15% growth in the acquired Banjara brand. Management highlighted aggressive digital spending and a strategic focus on sustainable margins in the coconut oil category.
Key Highlights
Consolidated revenue reached ₹306 crores, marking a 32.7% YoY growth.
Standalone EBITDA grew by 99% to ₹58.4 crores, with margins improving by 740 bps to 20.4%.
Almond Drop Hair Oil (ADHO) delivered double-digit volume growth supported by a 37% increase in ASP spends.
Gross margins improved by 800 bps YoY to 59.8% due to strategic pricing and better product mix.
The acquired Banjara brand registered 15% YoY growth with stable mid-teen operating margins.
👀 What to Watch
Investors should view the significant margin expansion and volume-led growth in the core ADHO brand as a strong sign of operational turnaround. Monitor the sustainability of rural recovery and the integration of the Banjara brand in Southern markets.
Bajaj Consumer Q3 FY26 PAT Jumps 83% YoY to ₹46.4 Cr; Gross Margins Expand to 60%
Bajaj Consumer Care delivered a robust Q3 FY26 performance with consolidated revenue rising 32.7% YoY to ₹306.1 crore. Profit After Tax (PAT) surged 83.2% YoY to ₹46.4 crore, supported by a massive 802 bps expansion in gross margins to 60%. The flagship Almond Drops Hair Oil (ADHO) recorded double-digit volume growth, while rural markets showed a sequential recovery. Despite a 3% YoY dip in international business, the company's domestic momentum and lower commodity prices for Copra and Mustard Oil drove significant bottom-line growth.
Key Highlights
Consolidated Revenue grew 32.7% YoY to ₹306.1 crore, while EBITDA surged 109.5% to ₹56.9 crore.
Gross margins improved significantly to 60.0% from 52.0% YoY, aided by lower input costs for Copra (-14% QoQ).
Flagship ADHO brand achieved double-digit volume growth and its highest market share in 8 quarters.
Rural demand recovered in Q3 YoY, supported by the 'Aarohan' GTM transformation and easing inflation.
International business revenue declined 3% YoY to ₹16.3 crore, though Nepal showed a strong 32% YoY recovery.
👀 What to Watch
The stock is likely to react positively to the strong margin expansion and volume growth in the core portfolio. Investors should monitor the sustainability of rural demand recovery and the stabilization of the international business segment.
Bajaj Consumer Care Q3 FY26 Standalone Net Profit Jumps 73% YoY to ₹47.6 Crore
Bajaj Consumer Care reported a robust performance for the quarter ended December 31, 2025, with standalone revenue from operations growing 25.1% YoY to ₹286.87 crore. Net profit for the quarter surged significantly by 72.9% to ₹47.60 crore compared to ₹27.52 crore in the corresponding quarter of the previous year. The company maintained aggressive brand-building efforts, with advertising and sales promotion expenses rising to ₹45.36 crore. Additionally, the integration of Vishal Personal Care as a 100% subsidiary is complete, with a demerger scheme currently pending NCLT approval.
Key Highlights
Standalone revenue from operations increased 25.1% YoY to ₹286.87 crore in Q3 FY26.
Standalone Net Profit surged 72.9% YoY to ₹47.60 crore from ₹27.52 crore.
Earnings Per Share (EPS) improved significantly to ₹3.53 from ₹1.98 YoY.
Advertising and Sales Promotion expenses grew to ₹45.36 crore, reflecting a 37% increase YoY to drive growth.
Completed 100% acquisition of Vishal Personal Care Limited for ₹62.10 crore during the current fiscal year.
👀 What to Watch
Investors should take note of the strong double-digit revenue growth and significant margin expansion. The stock is likely to react positively to the sharp increase in profitability and successful integration of recent acquisitions.
Bajaj Consumer Appoints Marico Veteran Aditya Singh as CMO; Sanath Pulikkal Resigns
Bajaj Consumer Care has appointed Mr. Aditya Singh as its new Chief Marketing Officer (CMO) effective December 22, 2025. Mr. Singh joins from Marico Limited, where he served as Executive Vice President and Head of Marketing, bringing over 20 years of FMCG experience. He succeeds Mr. Sanath Pulikkal, who resigned for personal reasons and will stay until March 31, 2026, to ensure a smooth transition. This leadership change is a strategic move to leverage deep industry expertise for brand building and portfolio transformation.
Key Highlights
Mr. Aditya Singh appointed as Chief Marketing Officer effective December 22, 2025
Incoming CMO brings over 20 years of experience from top FMCG firms including Marico, Kellogg's, and L'Oréal
Outgoing CMO Sanath Pulikkal will remain with the company until March 31, 2026, for a structured handover
Mr. Singh previously served as EVP & Head of Marketing at Marico, managing large food and personal care portfolios
👀 What to Watch
Investors should monitor how the new CMO's experience at Marico translates into improved market share and brand positioning for Bajaj Consumer. This high-profile hire is a positive signal regarding the company's growth and innovation ambitions.
