Q2 2026 Bajaj Consumer Care Ltd Earnings Call Transcript

Nov 10, 2025 / 05:30 AM GMT

Release Date Price: ₹281.45 (-4.96%)

Transcript

Key Points

Positve

Bajaj Consumer Care Ltd (BOM:533229) reported a 13.3% growth in consolidated sales, indicating strong performance.
The company achieved a significant improvement in gross margin by 680 basis points year-over-year.
EBITDA on a standalone basis grew by 42%, translating into a margin of 20.5%, a 500 basis point improvement.
The company added over 38,000 outlets to its direct coverage, enhancing its distribution network.
The ADHO brand delivered double-digit revenue growth in India, supported by strategic pricing and revenue management initiatives.

Negative

The rural business remains weak, with a 600 to 700 basis point gap in volume growth compared to urban areas.
International business revenues declined by 26% year-over-year due to distributor transition issues and external market challenges.
The company experienced a steep decline in the CSD and CPC subchannels due to GST transition issues.
There was a temporary revenue loss of approximately 3% for the quarter due to channel destocking related to GST changes.
The coconut hair oil segment saw only 3% revenue growth, impacted by reduced inputs and steep price hikes.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BACO.NS - Bajaj Consumer Care Ltd
Q2 2026 Bajaj Consumer Care Ltd Earnings Call
Nov 11, 2025 / 05:30AM GMT

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Presentation
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Operator [1]
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Ladies and gentlemen, good day and welcome to the Bajaj Consumer Q2 FY26 earnings conference call. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on a touchstone phone. I now hand the conference over to Mr. Theos Misty from ICICI Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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Hi, good morning, everyone. We

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