Q4 2025 Bajaj Consumer Care Ltd Earnings Call Transcript
Key Points
- Bajaj Consumer Care Ltd (BOM:533229) reported a 5.4% year-on-year growth in Q4 sales and a 7.1% sequential growth, indicating a positive sales trajectory.
- The company's gross margin improved by 290 basis points quarter-on-quarter in Q4, driven by price increases and improved product saliency.
- The retail loyalty program registered a growth of 17% in Q4 and 31% for the full year, contributing to increased customer engagement.
- E-commerce sales grew by 33% year-on-year in Q4, with the company achieving a 25% market share for coconut oil on Flipkart.
- International business recorded a robust growth of 30% year-on-year in Q4, with strong performances in markets like Qatar, Kuwait, Oman, and Bangladesh.
- The company experienced a low single-digit decline in sales for the 12 months ended FY25, indicating challenges in maintaining consistent growth.
- Gross margins for the full year FY25 were lower by 80 basis points compared to the previous year, affected by inflation in copra prices and product mix.
- The wholesale channel, although showing signs of recovery, had been an area of concern in past quarters, impacting overall sales performance.
- Reliance Retail saw a slowdown in Q4 due to store consolidation, resulting in a decline in full-year sales.
- The INR1 sachets of ADHO saw a 10% decline in Q4 year-on-year, as consumers upgraded to larger SKUs, indicating potential challenges in the small pack segment.
Ladies and gentlemen, good day and welcome to the Bajaj Consumer Q4 and FY25 earning conference call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Dhiraj Mistry. Thank you and over to you, sir.
Thank you and good evening, everyone. I would like to thank the management of Bajaj Consumer to give us an opportunity to host this call. From the management, we have with us Mr. Jaideep Nandi, Managing Director; Dilip Maloo, CFO; and Mr. Richard D'Souza, AVP Finance.
Over to you, sir. Thank you.
Good evening, everyone, and thank you for participating in this Q4 FY25 earnings call. So straight away, let me take you through the company's performance for the fourth quarter and 12 months ended March 31, 2025, before we open the floor for questions.
The consolidated sales for the company stood at INR247 crores for
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