Honasa Consumer Limited · NSE:HONASA
Honasa Consumer — Q1 FY27 Earnings Presentation
26 slides from Honasa Consumer's earnings presentation, Aug 13, 2026
Slide 1: Cover letter to stock exchanges
August 13, 2026 Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Symbol: HONASA Scrip Code: 544014 Sub.: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please f
Slide 2: Investor Communication
STRICTLY PRIVATE AND CONFIDENTIAL Q2 & H1 FY25 Q1FY25 Q4 & FY24 Results Investor Communication Q2 & H1 FY24
Slide 3: Disclaimer
Disclaimer By accessing, viewing or attending this presentation, you accept and agree to be bound as follows: This Presentation is prepared by Honasa Consumer Limited (“Company”) and contains certain forward-looking statements including those describing Company’s strategies, strategic direction, obj
Slide 4: Table of Contents
Table of Contents 1 Crystal-Gazing the Future of I-Beauty 2 Financial Snapshot 3 Business Highlights 3
Slide 5: Crystal-Gazing the Future of I-Beauty
1 2 3 Crystal-Gazing the Future of I-Beauty PREVIOUSLY EXPLORED Nutraceuticals Nutraceuticals moving from niche to mainstream Men’s Skin Care Heightened awareness & evolving selfcare mindset driving core categories Oral Beauty Teeth whitening turning oral care into a beauty category Fragrance: Large
Slide 6: Fragrance: Large Globally, India's Fastest-Growing
1 2 3 4 THE SCENT ECONOMY Fragrance: Large Globally, India's Fastest-Growing Already one of the largest engine of global beauty growth — India's fastest- growing category over the next decade ~37% ~3% INR 7,000 Cr+ of US prestige beauty’s fragrance share of India’s perfume market in 2026, growing gr
Slide 7: Financial Snapshot: FY26 in review
02 F I N A N C I A L FY26 in review S N A P S H O T 6
Slide 8: Q1FY27 ~32% growth with EBITDA growing ~2X+ to INR 110 Cr
1 2 3 Q1FY27 witnessed ~32% growth with EBITDA growing ~2X+ to INR 110 Cr The Company witnessed the highest ever quarterly revenue and profit REVENUE FROM GROSS PROFIT MARGIN EBITDA OPERATIONS INR 785 Cr 70.8% INR 110 Cr 31.8% YoY Improvement Continued 70%+ GM Profile 14.1% EBITDA Margin UNDERLYING
Slide 9: EBITDA Margin improved led by mix impact and leverage
1 2 3 EBITDA Margin improved led by mix impact and leverage +636 bps 3 - - 2 150 bps - 1 - 100-150 bps 300-350 3.8%bps - 14.1% 7.7% Q1FY26 EBITDA Margin Mix Impact Leverage and Seasonality Non-recurring/One-Time Item Q1FY27 EBITDA Margin 1 2 1. Higher mix of more profitable B2B channels led by offli
Slide 10: Change in settlement by Flipkart group impacted revenue recognition
Change in settlement by Flipkart group impacted revenue recognition for Honasa 1 2 3 with no impact on bottom line ~INR 29 Cr revenue recognition impact in the topline with no effect on absolute profitability Revenue Recognition Update (Illustration) Net Revenue Growth (Q1FY27) 32% Particulars Earli
Slide 11: Business Highlights: FY26 in review
03 B U S I N E S S FY26 in review H I G H L I G H T S 10
Slide 12: Focus categories grew 35%+, driven by strength across key channels
Focus categories grew 35%+, driven by strength across key channels 1 2 3 Gaining traction across channels eCommerce General Trade Modern Trade 40%+ 20%+ Mamaearth Rice Dewy Bright Face Wash 40%+ YoY Secondary YoY Growth Sales Growth1 YoY Offtake Mirrored by Primary Growth Sales Growth The Derma Co 1
Slide 13: Mamaearth Accelerates to High-Teens Growth in Q1FY27
Mamaearth Accelerates to High-Teens Growth in Q1FY27… 1 2 3 Growth led by Focus categories Face Cleansers Shampoo Suncare Scaling and Gaining Share in Glow partition Rice Dewy Bright is now our #1 face cleanser Ubtan Natural Glow Rosemary in anti-hairfall partition, face cleanser scaled Uniquely bui
Slide 14: Strong consumer love — searches and share of shelf at highs
…on the back of strong consumer love — searches and share of shelf at highs 1 2 3 Strengthened brand relatability 1. Growing Brand Searches for brand Mamaearth1 2. Highest ever absolute through engaging content searches1 for Mamaearth 136 Face Cleansers 100 Q1FY26 Q1FY27 Market Share Gains and Growi
Slide 15: Younger Brands continued to grow at 40%+
Younger Brands1 continued to grow at 40%+ with strong growth momentum 1 2 3 Glow+ Dewy Sunscreen leading Cellular Skin Science - Growth powered by hair Innovation relevant for Simplifying men’s with Advanced Tan Protection building premium serums color GenZ skincare with Lightest Gel Texture Glow+ D
Slide 16: The Derma Co reaches INR 1,000 Cr NSV ARR
The Derma Co reaches INR 1,000 Cr NSV ARR 1 2 3 1 2 The brand recorded highest ever brand searches in Q1FY27 Face Cleansers cross INR 200 Cr ARR Indexed Searches for the brand1 134 100 3 Categories now above INR 200 Cr ARR including Serums, Sunscreen and Face Cleansers (New) Q1FY26 Q1FY27 Brand sear
Slide 17: BTM Ventures continues to exhibit strong growth post acquisition
BTM Ventures continues to exhibit strong growth post acquisition 1 2 3 INR 150 Cr+ 2x+ Annual Revenue Growth in revenue Run Rate1 since acquisition2 Unlocking Newer Unlocking Newer Unlocking Newer Geographies Categories Channels Retaining South India Building new categories Scaling existing channels
Slide 18: Strong growth continues in Offline — General Trade and Modern Trade
Strong growth continues in Offline — General Trade and Modern Trade both scaling 1 2 3 General Trade Modern Trade Healthy Secondary sales growth 40+% YoY Offtake growth in Modern trade in Q1FY27 1 40%+ Share gain led growth in Key Modern YoY Secondary sales growth in General Trade in Q1FY271 Trade a
Slide 19: eCommerce channel grew at 20%+ indicating strong momentum
eCommerce channel grew at 20%+ indicating strong momentum 1 2 3 Growth driven by Honasa’s double-digit market share in focus categories on key eCommerce platforms1 AREAS OF FOCUS TO SUSTAIN MOMENTUM 01 02 03 Focus categories Gaining Share in Q-commerce Tier 2 markets & beyond Continuing to build sha
Slide 20: Our innovation capability continues to strengthen our portfolio
Our innovation capability continues to strengthen our portfolio across brands 1 2 3 Key Innovations for the Quarter Centella & Niacinamide Oil- Flaxseed Damage 1% Hyaluronic Moisturizing Free Matte Sunscreen Repair Shampoo Sunscreen Body Lotion Refresh+ Perfume Body Mist - Salted Caramel Crush Mung
Slide 21: India's first Elixir fragrance launch
1 2 3 4 THE PRODUCT — INDIA’S FIRST ELIXIR THE CONSUMER — THE F/KN MAN Elixir format: 30%+ oil concentration 20–35 years, metro and Tier 1 India Up to 24 hours of longevity Premium lifestyle seeker Built on French fragrance oils Culture-led and experience-driven 15K+ waitlist sign-ups, pre-reveal 48
Slide 22: Beauty inspired by Goodness – 1,100,000+ trees planted till date
Beauty inspired by Goodness – 1,100,000+ trees planted till date 1 2 3 1,550+ 1,158,300+ 50,000+ Students empowered Rural households by providing them with impacted with Trees planted till date high-quality practical provision of clean, safe under science education drinking water for them Planted a
Slide 23: Thank You
Thank You 22
Slide 24: Financials Summary
Financials Summary 23
Slide 25: P&L Summary
P&L Summary 1 2 3 All figures in INR Cr Particulars Q1 FY 27 Q1 FY 26 Q4 FY 26 YoY Growth QoQ Growth Revenue from operations 756 595 657 27.0% 15.0% Cost of Goods Sold 229 171 195 GROSS PROFIT 527 424 462 GROSS PROFIT Margin % 69.7% 71.2% 70.3% Employee benefit expense 66 60 71 9.9% -7.0% % of Reven
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