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Bajaj Consumer Care Limited Q2 FY27 earnings call summary

NSE: BAJAJCON · BSE: 533229

Earnings call of 15 Oct 2026, summarised by AI from the filing.

Bajaj Consumer Care reported Q2 FY27 revenue of ₹233 cr, up 2.7%, and expects high teens revenue growth for the year.

Key takeaways

  1. Q2 revenue Revenue ₹233 cr, up 2.7% against the same quarter last year, with EBITDA of ₹53 cr and PAT of ₹70 cr.
  2. FY27 growth Management expects high teens revenue growth for the year, with long-term aspiration of double-digit growth.
  3. Price increase Another round in Q3: approximately 5% consumer price increase, split between 2% to 3% frontal price and ml-age reduction.
  4. Distribution Aarohan 2.0 targets 10% direct reach expansion in urban and more in rural over the next six quarters.
  5. Raw material Volatile key raw material prices from the West Asia war and edible oil inflation; gross margin fell to 59.9% in the quarter.

Original filing on BSE

Bajaj Consumer Care Limited Q2 FY27 results

As filed: Revenue ₹333 cr (+26% year on year), EBITDA ₹82.3 cr (+75% year on year), PAT ₹70.2 cr (+67% year on year), EBITDA margin 24.7% (+700 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: Revenue ₹342 cr (+28% year on year), EBITDA ₹83.4 cr (+108% year on year), PAT ₹70.8 cr (+86% year on year), EBITDA margin 24.4% (+943 bps). Score 82 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 943 bps year on year. Share price after the results: −19.7% in 30 days (Nifty 500: +1.4%).
  • Q4 FY26: Revenue ₹327 cr (+31% year on year), EBITDA ₹76.5 cr (+132% year on year), PAT ₹63.6 cr (+105% year on year), EBITDA margin 23.4% (+1,000 bps). Score 92 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Share price after the results: +25.3% in 28 days (Nifty 500: −0.6%).
  • Q3 FY26: Revenue ₹306 cr (+31% year on year), EBITDA ₹56.1 cr (+116% year on year), PAT ₹46.4 cr (+85% year on year), EBITDA margin 18.3% (+721 bps). Score 100 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 721 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +67.5% in 30 days (Nifty 500: +2.5%).
  • Q2 FY26: Revenue ₹265 cr (+13% year on year), EBITDA ₹47.0 cr (+42% year on year), PAT ₹42.0 cr (+31% year on year), EBITDA margin 17.7% (+363 bps). Score 92 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 363 bps year on year. Share price after the results: −13.6% in 30 days (Nifty 500: −0.8%).
  • Q1 FY26: Revenue ₹267 cr (+9% year on year), EBITDA ₹40.0 cr (+11% year on year), PAT ₹38.0 cr (+3% year on year), EBITDA margin 15.0% (+35 bps). Score 72 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was above it; profit growth was in line with it. EBITDA margin rose 35 bps year on year. Share price after the results: −2.7% in 30 days (Nifty 500: +2.8%).
  • Q4 FY25: Revenue ₹250 cr (+4% year on year), EBITDA ₹33.0 cr (−6% year on year), PAT ₹31.0 cr (−14% year on year), EBITDA margin 13.2% (−138 bps). Score 50 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 138 bps year on year. Share price after the results: +4.1% in 30 days (Nifty 500: +2.8%).
  • Q3 FY25: Revenue ₹234 cr (−2% year on year), EBITDA ₹26.0 cr (−28% year on year), PAT ₹25.0 cr (−31% year on year), EBITDA margin 11.1% (−395 bps). Score 14 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 395 bps year on year. Other income 26% of PBT. Profit fell 22% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Bajaj Consumer Care Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.