Bajaj Consumer Care Ltd (BAJAJCON) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management is planning another round of price hikes of approximately 5% in Q3, split between frontal price increases and grammage reductions.
- The company is launching 'Aarohan 2.0', a national program aiming to expand direct distribution reach by over 10% in the next six quarters.
- The growth portfolio, particularly Banjara's, is being expanded into large adjacent categories like color shampoos and lip balms via test marketing in Southern India.
Performance Overview
- Delivered strong revenue growth of 27% year-over-year, driven by robust performance across channels and brands.
- Almond Drops hair oil continued its strong momentum, achieving double-digit unit volume growth, particularly led by small and medium-sized packs.
- Successfully executed distribution expansion under Project Aarohan, adding over 1 lakh outlets and 1,000+ distribution points, while reducing fixed S&D costs.
- International business maintained its rebound from Q1, growing ahead of the company average for the first half of the year with improved profitability.
- Despite raw material volatility, the company delivered a near-term high EBITDA margin of 25% through savings in fixed and employee costs.
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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Tone & Disclosure
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