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Bajaj Consumer Care Ltd

Q4 FY26

Bajaj Consumer Care Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹478

Market cap₹6.9K Cr

P/E31.1

Updated23 Aug 2026

Read4 min read

The short version

The company aims for a double-digit volume growth in Almond Drop Hair Oil (ADHO), with Q4 volume growth (MLH adjusted) around double digits and mid-single digit unadjusted growth. The company aspires to maintain EBITDA margins between the low to mid-20% range over the medium term, indicating steady profitability.

From Bajaj Consumer Care Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

The company aims for a double-digit volume growth in Almond Drop Hair Oil (ADHO), with Q4 volume growth (MLH adjusted) around double digits and mid-single digit unadjusted growth.
They aspire to maintain a revenue CAGR in the core brands around double digits.
The non-ADHO portfolio targets reaching close to INR 500 crores over the next 3 years, implying a high 30% CAGR.
Growth levers include doubling down on ADHO, scaling up Banjaras portfolio, focusing on coconut products, and new product launches.

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Profitability & Margins

The company aspires to maintain EBITDA margins between the low to mid-20% range over the medium term, indicating steady profitability.
Revenue growth momentum is strong, with a 21% increase for the full year FY26 and a 30% top-line growth noted in Q4.
The non-ADHO (value-added hair oil) portfolio aims to grow to approximately INR 500 crores over the next 3 years, targeting a ~30% CAGR.
Scale-up of acquired brands like Banjara and Vishal Personal Care is expected to contribute to margin expansion and revenue growth.
The company plans continued investment in advertising and selective portfolio bets to drive growth.
Project Aarohan is expected to yield around 2-3% growth delta in regions where implemented.

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Capital Expenditure Plans

Bajaj Consumer Care Limited plans to achieve a non-ADHO portfolio size of close to INR 500 crores over the next 3 years, targeting a 30% CAGR.
The company is actively investing in portfolio diversification, including doubling down on the Banjaras portfolio and scaling up coconut-based products.
New product launches are planned within the year to contribute to this growth aspiration.
The INR 500 crore target for the growth portfolio is based on current assets and businesses; any future acquisitions would be additive.

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Fundraising & Capital Structure

The transcript on page 17 (and surrounding pages) of the Bajaj Consumer Care Limited document dated April 17, 2026, does not mention any current or future plans for fundraising through debt or equity. Key points noted: - No discussion or announcement relating to raising new debt or equity capital. - Focus remains on diversification, brand building, and market execution. - The company is concentrating on organic growth and scaling existing portfolios.

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Order Book & Pipeline

The provided pages from the Bajaj Consumer Care Limited transcript dated April 17, 2026, do not mention any details regarding the company's current or expected order book or pending orders. The discussion primarily focuses on: - Growth strategies including diversification beyond Almond Drop Hair Oil (ADHO). - Advertising and sales promotion plans. - Margin outlook and raw material cost inflation. - Distribution channel dynamics. - Performance of specific business units like Banjara and Vishal Personal Care.

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Bajaj Consumer Care Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024Q3 FY25

Mar 2025Q4 FY25

Jun 2025Q1 FY26

Sep 2025Q2 FY26

Dec 2025Q3 FY26

Mar 2026Q4 FY26

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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Frequently Asked Questions

What were Bajaj Consumer Care Ltd Q4 FY26 results?

The company aims for a double-digit volume growth in Almond Drop Hair Oil (ADHO), with Q4 volume growth (MLH adjusted) around double digits and mid-single digit unadjusted growth. The company aspires to maintain EBITDA margins between the low to mid-20% range over the medium term, indicating steady profitability.

What is Bajaj Consumer Care Ltd share price analysis?

Bajaj Consumer Care Ltd currently shows a neutral. The stock trades at a P/E of 31.1 with a market cap of ₹6,928 Cr. Investors should review the full earnings analysis for detailed insights.

Is Bajaj Consumer Care Ltd planning capital expenditure?

Bajaj Consumer Care Limited plans to achieve a non-ADHO portfolio size of close to INR 500 crores over the next 3 years, targeting a 30% CAGR.

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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.