Bajaj Consumer
Bajaj Consumer Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
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The short version
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.
Revenue & Sales Performance
- 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.
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Profitability & Margins
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Capital Expenditure Plans
- 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).
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Fundraising & Capital Structure
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Order Book & Pipeline
Bajaj Consumer — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹327 Cr, net profit ₹64 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Bajaj Consumer's management said in earlier quarters
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The company remains confident about maintaining 14%-15% PAT (profit after tax) growth at consolidated level if double-digit top-line growth continues. Key…
- Colgate-Palmolive (India) Ltd (Q1 FY27)
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- Emami Ltd (Q1 FY27)
Domestic core business grew ~6% in Q1 FY27; hair care at 11%, skin care at 3% (Rajesh Sharma, pg 13). Key concall takeaways from Emami's Q1 FY27 earnings call…
- Godrej Consumer Products Ltd (Q1 FY27)
The company reported strong broad-based revenue growth of 19% YoY and volume growth of 9%, reflecting healthy demand. Key concall takeaways from Godrej…
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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.