Q3 2026 Bajaj Consumer Care Ltd Earnings Call Transcript
Key Points
- Bajaj Consumer Care Ltd (BOM:533229) reported a strong revenue growth of 27% on a stand-alone basis and 32.7% on a consolidated basis for Q3 FY26.
- The company's gross margin improved significantly by 800 basis points year-over-year, reaching 59.8% for the quarter.
- EBITDA on a stand-alone basis grew by 99%, translating into an EBITDA margin of 20.4%, while consolidated EBITDA grew by 109%, with a margin of 18.6%.
- The Almond Drop Hair Oil brand delivered strong value growth, supported by double-digit volume growth.
- The company has successfully expanded its direct distribution reach by over 10% this year, contributing to its growth strategy.
- The international business segment continues to face challenges, with a mid-single-digit decline year-over-year.
- The rural business, although showing signs of recovery, remains weaker compared to urban growth.
- CSD and CPC channels within organized trade were muted, impacting overall performance in these segments.
- The company has taken a strategic correction in pricing for its coconut oil segment, which temporarily impacted volumes.
- Despite improvements, the company acknowledges that further margin enhancements will be gradual and not immediate.
Ladies and gentlemen, good day, and welcome to the Bajaj Consumer Q3 FY26 Earnings Conference Call hosted by ICICI Securities Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. [Ashutosh Jotirditha] from ICICI Securities Limited. Thank you, and over to you, sir.
Thank you, [Sagar]. Hello, and good evening, everyone present on the call. I, on behalf of ICICI Securities, welcome you on Bajaj Consumer Care's 3Q FY26 Earnings Call. I would like to thank the management to give this opportunity of hosting the call. We have with us Mr.
Naveen Pandey, Managing Director; Mr. Dilip Kumar Maloo, CFO; and Mr. Aakash Gupta, Head of Finance. I now hand the call over to Naveen for his opening remarks. Thank you.
Thank you, Ashutosh. Good afternoon, everyone. As we are aware, at Bajaj Consumer Care, we operate primarily most of our business in the coconut oil
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