Bajaj Consumer Care Ltd., a leading player in the personal care segment, reported consolidated revenue from operations of ₹2.67 billion for the quarter ended June 2025. The company also posted a consolidated net profit of ₹379.3 million, reflecting a steady recovery in rural demand and sustained traction in its flagship hair oil portfolio.
The June-quarter performance underscores Bajaj Consumer’s resilience amid volatile input costs and competitive pressures. With a sharp focus on brand equity, distribution expansion, and product innovation, the company continues to strengthen its position in the fast-moving consumer goods (FMCG) space.
Key Highlights From Q1 FY26 Financials
- Revenue from operations stood at ₹2.67 billion, up 9.6 percent year-on-year
- Net profit rose to ₹379.3 million, compared to ₹342.1 million in the same quarter last year
- EBITDA margin improved to 22.4 percent, supported by cost optimization and better product mix
- Earnings per share increased to ₹2.56 from ₹2.31 year-on-year
- No dividend was declared for the quarter
Segment-Wise Performance Overview
1. Hair Oils
- Bajaj Almond Drops continued to lead the category with strong urban and semi-urban demand
- Premium variants with vitamin E and non-sticky formulations gained market share
- Distribution expansion in Tier 2 and Tier 3 towns supported volume growth
2. Skin Care and Other Personal Care
- Nomarks cream and body lotion portfolio showed moderate growth
- Seasonal demand for anti-blemish products remained stable
- The company is exploring new launches in the herbal and ayurvedic segments
3. Digital and E-Commerce Channels
- Online sales contributed 14 percent of total revenue, up from 10 percent last year
- Strategic tie-ups with e-commerce platforms improved visibility and reach
- Digital campaigns focused on younger demographics and influencer-led promotions
Operational Updates and Strategic Developments
- Raw material costs, especially for light liquid paraffin and packaging, were managed through strategic sourcing
- Advertising and promotion expenses were calibrated to maintain profitability
- The company launched a new SKU of Almond Drops Hair Oil targeting value-conscious consumers
- Manufacturing units operated at optimal capacity with improved supply chain efficiency
Market Position and Competitive Landscape
- Bajaj Consumer Care holds a leading position in the light hair oil segment with over 60 percent market share
- The company competes with Marico, Emami, and Dabur in both hair and skin care categories
- Promoter holding stood at 38.1 percent, with no pledged shares
- Stock performance remained stable, with a 12-month return of 14.7 percent
- The company maintains a debt-free balance sheet, supporting financial flexibility
Outlook for FY26
Bajaj Consumer Care is optimistic about sustained growth in the second half of FY26, driven by festive season demand, rural recovery, and new product launches. The company aims to deepen its presence in underpenetrated markets, enhance brand engagement, and invest in innovation across personal care categories.
While inflationary pressures and competitive intensity remain challenges, Bajaj Consumer’s strong brand portfolio, disciplined execution, and consumer-centric approach position it well for consistent performance.
Sources: Moneycontrol, Business Standard, Screener.in.
