Q2 2025 Bajaj Consumer Care Ltd Earnings Call Transcript
Key Points
- Bajaj Consumer Care Ltd (BOM:533229) reported a consolidated volume growth of 1.1% in Q2 FY25, indicating some resilience in demand.
- The company's retail loyalty program for top urban retailers delivered strong results, achieving a 27% growth in Q2 FY25.
- E-commerce sales registered a robust growth of 32% year-on-year, contributing to about 13% of the company's top line.
- The international business showed strong performance with a 36% year-on-year growth, particularly in Bangladesh and Africa.
- Bajaj 100% pure coconut oil continues to deliver strong double-digit growth, nearing double-digit market shares in traditional stronghold states.
- Consolidated sales for Q2 FY25 declined by 0.4% year-on-year, with a stand-alone sales decline of 1.4%.
- Gross margins declined due to adverse product mix and higher raw material costs, particularly copra prices.
- The General Trade business registered a mid-single-digit decline in Q2 year-on-year, with sluggish demand in urban areas.
- The EBITDA margin stood at 15.5%, reflecting pressure on profitability.
- Despite investments in new products and channels, overall revenue growth remains stagnant, with concerns about the effectiveness of these investments.
Ladies and gentlemen, good day, and welcome to the Bajaj Consumer Q2 FY25 results conference call hosted by ICICI Securities. (Operator Instructions) Please note that this conference call is being recorded.
I now hand the conference over to Mr. Karan Bhuwania from ICICI Securities. Thank you, and over to you, sir.
Thank you, Siddharth. Good morning, everyone. It's our pleasure that I set to host Q2 FY25 results conference call for Bajaj Consumer Care. From the management, we have Mr. Jaideep Nandi, Managing Director; Mr. Dilip Kumar Maloo, Chief Financial Officer; Mr. Richard Dsouza, EVP Finance.
Now I'll hand over the call to Mr. Jaideep Nandi sir for his opening remarks. Post that, we'll open for the Q&A session. Over to you, sir.
Thank you so much, Karan. Good morning, everybody, and thank you all for participating in this Q2 FY25 earnings call. Let me take you
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