)
Honasa Consumer (HONASA) investor relations material
Honasa Consumer Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved highest-ever quarterly revenue in Q3FY26, with 21.7% year-over-year growth, led by strong volume, highest-ever EBITDA and PAT, and robust performance across all key channels and focus categories.
Core and young brands returned to double-digit and 25%+ growth, respectively, with focus categories outpacing overall company growth.
Acquisition of Reginald Men strengthened the men's skincare portfolio and expanded regional presence.
Offline channel execution improved, with direct distribution contributing 80% of revenue and optimized inventory holding days.
Continued investment in product innovation, community initiatives, and expansion, including multiple blind test wins against leading brands.
Financial highlights
Q3FY26 consolidated revenue from operations was Rs 6,015.41 million (INR 602 crore), up from Rs 5,175.10 million in Q3 FY25; EBITDA margin improved to 10.9% (INR 66 crore).
Consolidated profit after tax for Q3 FY26 was Rs 502.00 million, nearly doubled year-over-year, marking the highest-ever profit.
Gross margin maintained in the 68.5%-77%+ range year-over-year.
Working capital cycle remained negative, supporting cash flow and efficient capital management.
Revenue recognition change due to Flipkart Group impacted reported revenue by INR 28 crore, but did not affect bottom line.
Outlook and guidance
Confident in sustaining strong growth and margin improvement, targeting 100 basis points margin expansion annually.
Focus on scaling core and young brands, deepening distribution, and maintaining profitability.
Continued premiumization and innovation in product offerings, especially in men's skincare and sun care.
Expect focus categories to reach 85%-87% of business in three years, with hero SKUs increasing in contribution.
Monitoring impact of new Labour Codes on employee benefit liabilities.
Next Honasa Consumer earnings date
Next Honasa Consumer earnings date
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.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)