Bajaj Consumer Care Ltd (BAJAJCON) Q1FY26 Concall Summary - Jun-2025 Qtr
Performance Overview
- Standalone sales reached INR 244.5 crores, a 3.2% YoY growth, while consolidated sales were INR 259.5 crores, up 7.4% YoY. Excluding Vishal Personal Care, consolidated revenue grew by 3.7%.
- Gross margin improved to 56.6%, up 140 bps YoY and 240 bps sequentially, driven by improved product mix, SKU mix, and price increases in the oil portfolio.
- Standalone EBITDA grew by 11.6% to INR 42.8 crores with a margin of 17.5%, up 130 bps YoY and 340 bps sequentially. Consolidated EBITDA margin improved by 30 bps YoY (100 bps like-to-like).
- Standalone PAT reached INR 39 crores with a 16% margin, while consolidated PAT was INR 37.9 crores with a 14.6% margin.
- General trade channel returned to growth, driven by the urban segment and Almond Drop hair oil.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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