Quarter Ended: March 2026
Bajaj Consumer Care Ltd – Q4 FY26 Results Analysis
NSE
bajajcon
BSE
533229
Bajaj Consumer delivered solid growth in both revenue and profitability, supported by improved operational efficiency and stable FMCG demand
key financial highlights
- Revenue from Operations:
- Q4 FY26 Revenue: ₹32,665.89 Lakhs
- QoQ Change: +6.7% (from ₹30,608.34 Lakhs)
- YoY Change: +30.4% (from ₹25,049.16 Lakhs)
- Strong YoY growth reflects demand recovery and distribution strength
- Profit After Tax (PAT):
- Q4 FY26 PAT: ₹6,359.57 Lakhs
- QoQ Change: +37.1% (from ₹4,637.06 Lakhs)
- YoY Change: +105.3% (from ₹3,098.44 Lakhs)
- Profit more than doubled YoY, indicating strong margin expansion
- QoQ Trend Insight:
- Revenue Trend: Growth
- Profit Trend: Strong Growth
Margin Analysis
- Strong revenue growth vs controlled expenses
- Lower inventory impact vs previous periods
- Stable input costs
Key Signal: Margins are expanding significantly, indicating strong operational leverage
Segment performance
Segment Insight:
- Core business: Hair oil & personal care products
- Domestic-focused FMCG model
Characteristics:
- Brand-driven demand
- High distribution dependency
- Moderate margin FMCG business
Earning quality check
Drivers:
- Core operating profit growth
- No exceptional items
- Stable demand-driven business
Interpretation: Earnings quality is strong and sustainable
balance sheet analysis
- Total Assets: ₹94,513 Lakhs
- Total Liabilities: ₹19,015 Lakhs (approx.)
Indicates: Strong balance sheet with low leverage and healthy equity base
key risks
- Competition in FMCG segment
- Raw material price volatility
- Rural demand fluctuations
- Brand dependency
management strategy
- Strengthening core brand portfolio
- Expanding distribution network
- Cost efficiency
Financial Metrics
| Particular | In ₹ Lakhs | Q.O.Q (%) | Y.O.Y(%) |
|---|---|---|---|
| Total Income | 33,282.03 | +6.9 | +28.7 |
| PBT | 7,773.04 | +37.9 | +108.9 |
| PAT | 6,359.57 | +37.1 | +105.3 |
| EPS | 4.75 | +38.1 | +113.0 |
Bajaj Consumer Care delivered a strong and improving quarter, with robust revenue growth and significant margin expansion. The company appears to be entering a stable growth phase with improving profitability metrics.
Official Exchange Filing: Bajaj Consumer Ltd
Quarterly Performance Context
REVENUE ACHIEVMENT
100%
COST OF OPERATIONS
78%
NET PROFIT
19.5%
FISCAL YEAR
2025-2026
AUDIT STATUS
REVIEWED