Bajaj Consumer Care
Logotype for Bajaj Consumer Care Limited

Bajaj Consumer Care (BAJAJCON) investor relations material

Bajaj Consumer Care Q3 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Bajaj Consumer Care Limited
Q3 25/26 earnings summary21 Jan, 2026

Executive summary

  • Consolidated Q3 FY26 revenue reached INR 306.1 Cr, up 32.7% year-over-year, with standalone revenue at INR 286.7 Cr, up 27.1% year-over-year; gross margin improved to 60.0% and PAT rose 83.2% year-over-year.

  • Standalone and consolidated unaudited financial results for the quarter and nine months ended December 31, 2025, were reviewed and approved by the Board on January 21, 2026.

  • Statutory auditors issued unmodified (clean) review reports for both standalone and consolidated results.

  • Volume-led growth observed in both urban and rural segments, with urban channels and organized trade (modern trade, e-commerce) showing strong double-digit growth.

  • International business remained weak, declining mid-single digits year-over-year, but Nepal and Bangladesh showed sequential improvement.

Financial highlights

  • Standalone EBITDA for Q3 FY26 was INR 58.4 Cr, up 99.1% year-over-year, with margin at 20.4%; consolidated EBITDA was INR 56.9 Cr, up 109.5%, with margin at 18.6%.

  • Standalone revenue from operations for Q3 FY26 was ₹28,687 lakh, up from ₹22,928 lakh in Q3 FY25; consolidated revenue was ₹30,609 lakh, up from ₹23,442 lakh.

  • Standalone net profit for Q3 FY26 was ₹4,760 lakh, up from ₹2,752 lakh in Q3 FY25; consolidated net profit was ₹4,637 lakh, up from ₹2,706 lakh.

  • General trade channel recovered strongly, and modern trade/e-commerce continued robust growth.

  • Almond Drops Hair Oil (ADHO) delivered strong double-digit volume and value growth; A&SP spend increased 37% year-over-year.

Outlook and guidance

  • Management aspires to sustain higher growth rates than in the past, with gradual margin improvement expected.

  • Distribution expansion to continue, targeting 10% annual increase in direct coverage for the next 4-5 years.

  • Focus remains on core brands (ADHO and coconut oil), with innovation and portfolio optimization planned over the next 2-3 quarters.

  • Easing inflation, supportive policy, and strong agricultural outlook are expected to drive further consumption growth.

  • Rural demand, previously sluggish, is showing signs of recovery and is expected to improve sequentially.

Future portfolio focus beyond ADHO and coconut?
Aarohan's impact on rural growth?
What drives future margin expansion?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Bajaj Consumer Care earnings date

Logotype for Bajaj Consumer Care Limited
Q4 25/265 May, 2026
Bajaj Consumer Care
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Bajaj Consumer Care earnings date

Logotype for Bajaj Consumer Care Limited
Q4 25/265 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Bajaj Consumer Care Limited's principal products include cosmetics, toiletries, and other personal-care products that comprise color cosmetics and toiletries; medicated soaps and bath products; and fragrances. The company also provides health care products that include herbal formulations, essential oils and extracts, ayurvedic preparations, mineral-based compounds, antiseptics, and other products. Bajaj Consumer Care Limited was founded in 1953 and is based in Mumbai, India.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage