Bajaj Consumer Care Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 17 Jul 2026 | Market Cap: ₹6.9K Cr

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.

Price

₹478

Market Cap

₹6.9K Cr

P/E Ratio

31.1

Bajaj Consumer Care Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹327 Cr, net profit ₹64 Cr.

Full financials →

📊 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.
→Project Aarohan is expected to contribute a 2-3% growth delta in states where implemented; the next phase covers five new states.
→Overall, the company anticipates sustaining growth through improved mix, pricing actions, distribution expansion, and new launches, aiming to continue the upward trajectory for at least another two quarters before tapering.

📈 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.
→Given the volatile input cost environment, the company will dynamically manage pricing and costs to protect margins.
→No formal earnings guidance is given due to volatility, but overall outlook is positive based on current strategies and margin expansion.

🏗️ 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.
→Continued focus on brand building, distribution expansion (e.g., Project Aarohan), and capability building are strategic priorities to support growth.
→There is no specific mention of capex figures, but investments are implied in brand building, marketing, distribution enhancements, and portfolio augmentation.

💰 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. - No indication of plans for acquisitions funded by new equity or debt in the near term. - Aspiration to grow the non-ADHO portfolio to INR 500 crores is based on current assets, with any acquisitions considered additive but not planned fundraises. In summary, there is no explicit mention or guidance about fundraising through debt or equity.

📋 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. - Market penetration and expansion strategies (Project Aarohan). - Financial performance and margin expansion drivers. There is no specific information disclosed about order books or pending orders in the supplied document segment.

Key Metrics

What Bajaj Consumer's management said in earlier quarters

Q1 FY27 earnings call analysis →

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Frequently Asked Questions

What were Bajaj Consumer Care Ltd Q4 FY26 results?

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 concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.