Bajaj Consumer Care Limited (533229) Earnings Call Transcripts

Bajaj Consumer Care Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Bajaj Consumer Care Limited reported a significant revenue of INR 1,153 crores, marking a 21% increase year-over-year, with standalone revenue growth of 28% to INR 308 crores. The company achieved a consolidated EBITDA of INR 77 crores, reflecting a 135% increase, and maintained a gross margin of 63% for the quarter. Management expressed confidence in sustaining margins despite rising input costs and indicated a strategic focus on brand building and channel diversification, setting the stage for continued growth in FY '27.

Reported metrics

Guidance from management

Management maintained a focus on sustaining margins in the low to mid-20% range and emphasized continued investment in brand building and channel diversification. They aim to grow the non-ADHO portfolio significantly over the next three years.

What management said

All I'll tell you is the full year basis, GT has grown high teens, Binay. And if you were to look at urban, which is the combination of direct retail and wholesale has performed higher for us as compared to rural. So if you take a high teen number, we are nearly 20 is in terms of when it comes to retail and rural is basically a bit lower mid-teens kind of a number. I think that is what I'm comfortable sharing.

See, if you were to look at it, what we've experienced, this is around anywhere we give it to 2% to 3% improvement delta performance for us. in places where we have done 1 versus places where we have not done our own. So I think that is the kind of benefit which [indiscernible] is yielding up, and that is what we should keep on expecting from the new states where we will go and deliver ROI. .

What analysts pressed on

Analysts expressed concerns regarding the sustainability of margins amid rising input costs and potential pricing pressures. There were also questions about the performance of the international business and its impact on overall growth.

Main topics on the call

• Strong Revenue Growth — Bajaj Consumer Care achieved a revenue of INR 1,153 crores for FY '26, a 21% increase year-over-year. In Q4 alone, revenue grew by 28% year-on-year to INR 308 crores on a standalone basis, indicating robust demand across...
• Margin Expansion — The company reported a gross margin of 63% for Q4, an improvement of 650 basis points year-over-year. Management stated, "We feel extremely confident in the place where we have reached with respect to our gross margins a...
• EBITDA Growth — Bajaj Consumer Care's EBITDA for Q4 grew by 135% to INR 77 crores, translating to an EBITDA margin of 23%. This growth was attributed to a combination of revenue growth and margin improvements.
• Channel Performance — The general trade channel showed strong recovery, outpacing other channels with high single-digit growth. Management noted that organized trade contributed 30% to overall sales, enhancing their ability to innovate and pr...

Read the full Bajaj Consumer Care Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Bajaj Consumer Care Limited earnings call transcripts on record, spanning June 19, 2020 to July 13, 2026. Based on this history, Bajaj Consumer Care Limited reports quarterly. The most recent call on file is dated July 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

533229

Exchange

BSE

Country

IN

Sector

Consumer Staples

Industry

Personal Care Products

Calls on record

23

First call

June 19, 2020

Most recent

July 13, 2026

Reporting cadence

quarterly