BAJAJ CONSUMER CARE LTD

Bajaj Consumer Care Limited reported a revenue of INR 341 crores for Q1 FY27, reflecting a growth of over 28% compared to the previous year. Management noted that the quarter faced challenges due to volatility in raw material prices, particularly influenced by geopolitical events. Despite a drop in gross margins from 63% to 61.8% sequentially, there was a significant improvement of 510 basis points year-on-year. The company maintained advertising spends at 14.6% and achieved an EBITDA of INR 84.4 crores, doubling from the previous year. The general trade channel and rural business showed strong growth, while international markets also rebounded. Management emphasized ongoing investments in brand strength and digital initiatives, alongside a focus on operational efficiency. The discussion included insights on the coconut portfolio and the Aarohan initiative aimed at enhancing distribution. Management expressed a commitment to double-digit growth aspirations in the long term.

Management highlighted strong revenue growth and effective cost management despite challenges.