Honasa Consumer Ltd
Honasa Consumer Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Honasa Consumer Limited expects to grow at a high-teens CAGR over the next 5 years. Honasa plans a high-teens CAGR growth over the next 5 years. - The company aims to improve its EBITDA margin by 500 basis points over the same period. - Annual EBITDA expansion target is about 100 basis points per year. - Mamaearth is expected to grow at a double-digit CAGR over the next 5 years. - Younger brands are growing strongly, with growth rates near 40% including acquisitions. - The focus categories, receiving over 90% of investment, are expected to continue driving growth. - Margins for core brands like Mamaearth and Derma Co.
From Honasa Consumer Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Honasa Consumer Limited expects to grow at a high-teens CAGR over the next 5 years.
- Annual EBITDA margin improvement target is approximately 100 basis points per year, totaling a 500 basis points expansion over 5 years.
- Young brands are expected to continue driving strong growth at high levels.
- Focus categories receive over 90% of investment and are anticipated to be key growth drivers.
- Mamaearth aims for a double-digit CAGR over the next 5 years, with potential to increase distribution from 200,000 to 0.5 million outlets.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Honasa Consumer Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is focused on investing in talent, as evidenced by recent key appointments including a CEO with cosmetics and makeup experience, a nutraceutical founder, and other experts to build new businesses and shape future growth horizons.
- Strategic investments are made in expanding distribution, especially for acquired brands like Reginald Men, where efforts to scale distribution across platforms like e-commerce channels (e.g., Nykaa) and new geographies (such as Maharashtra) are underway.
- There is a focus on category expansion and innovation, investing in R&D and new product launches to enter new partitions and take structural market share.
2 more points management made on capital expenditure plans
Top-ranked in Personal Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Honasa Consumer Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Honasa Consumer Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹608 Cr, net profit ₹64 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Honasa Consumer Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Honasa Consumer Ltd Q4 FY26 results?
Honasa Consumer Limited expects to grow at a high-teens CAGR over the next 5 years. Honasa plans a high-teens CAGR growth over the next 5 years. - The company aims to improve its EBITDA margin by 500 basis points over the same period. - Annual EBITDA expansion target is about 100 basis points per year. - Mamaearth is expected to grow at a double-digit CAGR over the next 5 years. - Younger brands are growing strongly, with growth rates near 40% including acquisitions. - The focus categories, receiving over 90% of investment, are expected to continue driving growth. - Margins for core brands like Mamaearth and Derma Co.
What is Honasa Consumer Ltd share price analysis?
Honasa Consumer Ltd currently shows a neutral. The stock trades at a P/E of 73.6 with a market cap of ₹14,986 Cr. Investors should review the full earnings analysis for detailed insights.
Is Honasa Consumer Ltd planning capital expenditure?
The company is focused on investing in talent, as evidenced by recent key appointments including a CEO with cosmetics and makeup experience, a nutraceutical founder, and other experts to build new businesses and shape future growth horizons.
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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.