Any current/future capex/capital investment/strategic investment?

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 Aaroh

Future growth expectations in sales/revenue/volumes?

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

Future growth expectations in earnings/operating earnings/profits/EPS?

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 b

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Bajaj Consumer Care LtdQ1 FY26Personal Products

Bajaj Consumer Care Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹578P/E: 36.9Market Cap: ₹7.0K CrSector: Personal Products

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3

→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.

Margin guidance

Category 3

→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.

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Fundraise plans

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

Yes

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.

Capex plans

Yes

→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.

How does Bajaj Consumer Care Ltd rank vs peers in Personal Products?

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1Bajaj Consumer Care Ltd

Rev 3Mar 3

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