Q4 2026 Bajaj Consumer Care Ltd Earnings Call Transcript
Key Points
- Bajaj Consumer Care Ltd (BOM:533229) reported a strong revenue growth of 21% for the full year, crossing the INR1,000 crore mark for the first time.
- The company achieved a significant improvement in gross margins, reaching 63% for the quarter and 60% for the full year, marking a 650 basis point increase from the previous year.
- EBITDA grew by 131% on a stand-alone basis and 135% on a consolidated basis, with margins improving to 25% and 23% respectively.
- The general trade channel showed strong recovery, with urban and rural channels performing well, particularly in retail and wholesale sub-channels.
- The company plans to grow its non-ADHO portfolio to INR500 crore over the next three years, indicating a strategic focus on diversification and growth.
- The international business faced challenges, with declines in key markets like Nepal and Bangladesh, although there was a breakeven in Bangladesh.
- Input costs have been volatile due to geopolitical tensions, affecting prices of LLP and packaging materials, which may necessitate pricing adjustments.
- The CSBCPC channel performance was muted, indicating potential areas of concern in channel-specific growth.
- Despite strong performance, the company faces hyperinflation challenges, impacting raw material costs and necessitating strategic pricing actions.
- The company is cautious about future margin sustainability due to ongoing cost inflation and market volatility.
(technical difficulty) back here to share the update of quarter four FY26. In an extremely volatile environment, we've been able to deliver an extremely solid quarter.
In this quarter, we registered a strong growth across all segments, channels and markets, building the confidence behind our brands and the strategy chosen by us.
Before I get into the details of the quarterly results, I would like to highlight that we have ended this year delivering a net revenue of INR1,153 crore at a growth of 21%.
This is special for us as this is the first time we crossed INR1,000 crore more. Further, we have delivered a gross margin of 16% and a full year EBITDA of INR224 crore at a margin of 19.5% and a full year PAT of INR190 crore at a PAT margin of 16.5%.
It has been a year of turnaround for us and sets the base for the company to March. Coming back to the quarter. In quarter four, on a stand-alone basis, the revenue of the company stood at INR308 crore, a growth of 28% year-on-year.
On a consolidated basis,
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