Q3 2025 Bajaj Consumer Care Ltd Earnings Call Transcript
Key Points
- Bajaj Consumer Care Ltd (BOM:533229) reported a robust growth in its e-commerce channel, witnessing a 39% year-on-year increase in Q3 and 28% for the nine months of FY25.
- The company's international business registered a growth of 23% in the quarter and 19% for the nine months FY25, with significant contributions from Bangladesh, GCC, and Africa.
- The organized trade business continues to register a robust growth of 22% year-on-year in Q3 and 14% for nine months FY25.
- Bajaj Consumer Care Ltd (BOM:533229) has made significant progress in its Project Aarohan, expanding its direct reach in UP and MP, which is expected to increase sales significantly in the near to medium-term.
- The acquisition of Vishal Personal Care Private Limited, with its flagship brand Banjara's, is expected to enhance Bajaj Consumer Care Ltd (BOM:533229)'s distribution reach in Southern India and leverage its expertise in organized trade and international markets.
- Consolidated sales for Bajaj Consumer Care Ltd (BOM:533229) declined by 2.4% in the quarter and 4.2% for the nine months ended FY25.
- Gross margin for Q3 FY25 on a stand-alone basis stood at 61.8%, lower by 150 basis points year-on-year, impacted by lower margins in the coconut oil portfolio.
- The EBITDA margin for the quarter was impacted year-on-year due to gross margin dilution, investments in Project Aarohan, and one-time IT infrastructure costs.
- The GT channel registered a single-digit decline in Q3 FY25 and nine months FY25, indicating challenges in the general trade segment.
- The value-added hair oil segment, particularly Almond Drops, faced headwinds, impacting overall sales growth.
Ladies and gentlemen, good day and welcome to the Q3 and nine months FY25 results conference call of Bajaj Consumer hosted by ICICI Securities Limited. (Operator Instructions) Please note that this conference 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, Larika. Good evening, everyone. It's our pleasure at ICICI Securities to host Q3 FY25 results conference call of Bajaj Consumer call. From the management, we have Mr. Jaideep Nandi, Managing Director; Mr. Dilip Kumar Maloo, Chief Financial Officer; and Mr. Richard Dsouza, AVP Finance. I'll hand over the call to management for the opening remarks, post which we can open for Q&A. Thank you, sir.
So thank you, Karan, and good afternoon, everyone, and thank you for participating in this Q3 FY25 earnings call. First, let me apologize for
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