Honasa Consumer Ltd (NSE:HONASA)

Q1 2026 Honasa Consumer Ltd Earnings Call Transcript

Aug 12, 2025 / 12:00 PM GMT

Release Date Price: ₹269.3 (+1.11%)

Transcript

Key Points

Positve

Honasa Consumer Ltd (NSE:HONASA) reported its highest ever quarterly revenue, marking a significant milestone in its 8.5-year history.
The company achieved a sequential revenue growth of 11.6% and improved gross margins by 48 basis points.
Focus categories, contributing to 80% of revenues, have shown double-digit growth, indicating a successful strategic shift.
The company has seen a 50% increase in direct outlet reach and a 20% growth in distribution numbers, reflecting strong distribution expansion.
Innovation remains a strong pillar, with new product launches and technology advancements like anti-pollution factors in sunscreens.

Negative

The early onset of monsoon negatively impacted the sunscreen category, which is a significant segment for the company.
Young brands, which previously grew at 30% plus, have slowed to 20% growth, partly due to increased competitive intensity.
The profitability of younger brands remains a challenge, with many still in the investment phase and not yet profitable.
There is a need for better leverage in the South Indian market, as the company acknowledges underperformance in this region.
Despite improvements, the company continues to face challenges in aligning its assortments and driving the right portfolio in certain channels.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HONA.NS - Honasa Consumer Ltd
Q1 2026 Honasa Consumer Ltd Earnings Call
Aug 12, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, Good day and welcome to the Honasa Consumer Limited Q1 F 526 earnings conference call.

As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Buja Kubadia.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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