Bajaj Consumer Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.
Published 25 Aug 2026 | Market Cap: ₹6.2K Cr
Bajaj Consumer Care aspires for consistent year-on-year double-digit growth, targeting low to mid-teens over the medium to longer term (Naveen Pandey, Q1 FY27 call). The company aspires to deliver consistent double-digit to low teens year-on-year growth in revenue and operating earnings.
From Bajaj Consumer's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Price
₹456
Market Cap
₹6.2K Cr
P/E Ratio
28.0
Bajaj Consumer — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹327 Cr, net profit ₹64 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Bajaj Consumer Care aspires for consistent year-on-year double-digit growth, targeting low to mid-teens over the medium to longer term (Naveen Pandey, Q1 FY27 call).
- →Recent quarters saw exponential growth: 20% YoY in FY26 and 28% YoY in Q1 FY27, partly due to prior price corrections and strategic actions (Nishita Shanklesha query).
- →Growth is expected to normalize to a slightly lower rate as the company laps the high base but remain in the double-digit range.
- →Volume growth, especially in the Almond Drop Hair Oil (ADHO) portfolio, has been driven by wider distribution and traction in smaller unit price points, with mid-single-digit volume growth in recent quarters rising to low teens in Q1.
- →The non-ADHO "growth portfolio" (including coconut oil and Banjara’s) aims for high 20% growth long term, contributing meaningfully to the overall mix.
- →Expansion efforts like Project Aarohan are expected to deliver sustainable multi-year benefits in distribution and sales growth.
- →No forward-looking guidance on exact numbers is provided; growth expectations are aspirational.
See what Bajaj Consumer said on profitability & margins — free account, 30 seconds.
🏗️ Capital Expenditure Plans
Yes- →No specific disclosures on current or future acquisitions; management stated "Nothing to disclose" regarding acquisitions in the growth portfolio (Page 13).
- →Strategic focus on expanding distribution and investing in digital marketing, including influencer-led campaigns (Page 4).
- →Continued implementation of Project Aarohan for distribution expansion, seen as a multi-year exercise with ongoing benefits (Pages 7-8).
- →No detailed guidance or committed timelines for capital expenditure or strategic investments were provided.
- →Management emphasizes prudent financial management and continued brand strengthening through advertising and innovation without mentioning explicit capex plans (Pages 4, 7, 12).
See what Bajaj Consumer said on fundraising & capital structure — free account, 30 seconds.
📋 Order Book & Pipeline
No informationKey Metrics
1 of 5 growth signals positive in the Q1 FY27 call.
Revenue
Margin
Capex
Fundraise
Order Book
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What Bajaj Consumer Care Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Bajaj Consumer Q1 FY27 results?
Bajaj Consumer Care aspires for consistent year-on-year double-digit growth, targeting low to mid-teens over the medium to longer term (Naveen Pandey, Q1 FY27 call). The company aspires to deliver consistent double-digit to low teens year-on-year growth in revenue and operating earnings.
What is Bajaj Consumer share price analysis?
Bajaj Consumer currently shows a below-average growth signal. The stock trades at a P/E of 28.0 with a market cap of ₹6,248 Cr. Investors should review the full earnings analysis for detailed insights.
Is Bajaj Consumer planning capital expenditure?
No specific disclosures on current or future acquisitions; management stated "Nothing to disclose" regarding acquisitions in the growth portfolio (Page 13).
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.