Bajaj Consumer Care Limited · NSE:BAJAJCON
Bajaj Consumer Care — Q4 FY26 Earnings Presentation
24 slides from Bajaj Consumer Care's earnings presentation, Apr 17, 2026
Slide 1: Bajaj Consumer Care filing letter to stock exchanges
bajaj coNsuMrn cAnE April 17, 2026 To: To: DCS-CRD Listing Compliance BSE Limited National Stock Exchange of India Ltd. First Floor, New Trade Wing Exchange Plaza, 5th Floor Rotunda Building, Plot No. C/1, ‘G’ Block Phiroze Jeejeebhoy Towers Bandra- Kurla Complex Dalal Street, Fort, Mumbai 400 023 B
Slide 2: Investor Presentation Q4 FY26
► Investor Presentation Q4 FY26
Slide 3: Safe Harbour Statement
bajaj CONSUMER CARE Safe Harbour Statement This presentation has been prepared by Bajaj Consumer Care Limited (“BCCL”) solely for informational purposes. It does not constitute, and should not be construed as, an offer, recommendation, or invitation to purchase, subscribe to, or otherwise deal in an
Slide 4: Executive Summary
Executive Summary b~~ CONSUMER CARE
Slide 5: Executive Summary Q4 FY26 - Consolidated
bajaj CONSUMER CARE Executive Summary Q4 FY26- Consolidated GROSS PROFIT AFTER TOPLINE MARGIN EBITDA TAX INR 326.5 Crs INR 207.8 Crs INR 77.4 Crs INR 63.6 Crs % to Sales 63.6% 23.7% 19.5% YoY +32.3% +966 bps +135.2% +105.2%
Slide 6: Executive Summary FY 2026 - Consolidated
bajaj CONSUMER CARE Executive Summary FY 2026- Consolidated GROSS PROFIT AFTER TOPLINE MARGIN EBITDA TAX INR 1,153.4 Crs INR 693.7 Crs INR 224.4 Crs INR 190.2 Crs % to Sales 60.1% 19.5% 16.5% YoY +21.4% +664 bps +70.9% +51.8%
Slide 7: Portfolio Performance
Portfolio Performance b~~ CONSUMER CARE
Slide 8: ADHO continues its strong run
b~aj CONSUMER CARE ADHO continues it’s strong run !! Domestic business recorded a strong growth in quarter and the full year. On a full year basis, the brand grew in the twenties. The brand recorded a near double digit volume growth in the quarter after accounting for ml-age reductions. LUPs (
Slide 9: Growth Portfolio crosses 200 Cr
Growth Portfolio crosses 200 Cr !! bajaj CONSUMER CARE Portfolio now contributes annual sales of INR 225 Cr This portfolio is net contribution positive, with margins in single digit Within this the Coconut portfolio is the largest, followed by Banjara’s We would aspire to take this portfolio
Slide 10: Channel Performance
Channel Performance b~~ CONSUMER CARE
Slide 11: Channel Performance Highlights
bajaj coNsuMER CARE Channel Performance Highlights • GT outperformed OT, delivering high teen growth on a full year basis. • Rural continued its recovery, with momentum sustained into Q4, registering a strong General Trade twenties growth for a quarter, and double digit growth on a full year basis.
Slide 12: Aarohan Extended to Phase now
International Business Performance bajaj coNsuMER cARE Aarohan Extended to Phase 3 now .. IGAAP (INR Crore) Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 (Jan – Mar) (Apr – Jun) (Jul – Sept) (Oct – Dec) (Jan – Mar) Q3 Q2 Q3 Growth Growth Consolidate d Design FY25 Design for DL, FY26 FY26 YoY % QoQ % Desig
Slide 13: Key Commodity Trends
Key Commodity Trends b~~ CONSUMER CARE
Slide 14: Key Raw Materials - Price Trends
International Business Performance bajaj CONSUMER CARE Key Raw Materials- Price Trends LLP MARKET PRICE PER KG IGAAP (INR Crore) Light Liquid Paraffin (LLP) Q4 25-26 price is significantly higher Q3 Q2 Q3 Growththan Q3, however Growth at consumption Consolidated level our prices were same due to FY2
Slide 15: Financials
Financials b~~ CONSUMER CARE
Slide 16: Standalone - Margin & Expenses to Sales Trend Q4
International Business Performance bajaj CONSUMER CARE Standalone – Margin & Expenses to Sales Trend Q4 IGAAP (INR Crore) Gross Margin (in %) ASP (in %) 63.6 15.8 Q3 59.8 Q2 Q3 15.3 Growth 15.6 Growth Consolidated 54.2 FY25 FY26 FY26 YoY % QoQ % GCC & Africa 6.9 6.3 6.5 -6% 2% Q4 FY25 Q3 FY26 Q4 FY2
Slide 17: Standalone - Margin & Expenses to Sales Trend 12M
International Business Performance bajaj CONSUMER CARE Standalone – Margin & Expenses to Sales Trend 12M ASP (in %) IGAAP (INR Crore) Gross Margin (in %) 15.6 60.0 14.9 Q3 Q2 Q3 Growth Growth 53.4 Consolidated FY25 FY26 FY26 YoY % QoQ % GCC & Africa 6.9 6.3 6.5 -6% 2% FY25 FY26 FY25 FY26 Nepal 2.3 1
Slide 18: Financial Performance - Standalone
International Business Performance bajaj CONSUMER CARE Financial Performance - Standalone (in INR Crore) Particulars Q4 FY25 Q4 FY26 YoY% FY25 IGAAP (INRYoY% FY26 Crore) Net Sales Value 239.8 308.1 28.5% 927.7 1,080.9 16.5% Other Operating Income Q3 Q2 3.8 0.2 Q3 Growth 15.1 11.2 Growth Consolidated
Slide 19: Standalone Balance Sheet as at 31st March 26
International Business Performance bajaj CONSUMER CARE Standalone Balance Sheet as at 31st March 2026 (in INR Crore) ASSETS FY25 FY26 EQUITY AND LIABILITIES IGAAP (INR Crore) FY26 FY25 1. Non-Current Assets 1. Equity (a) Property, Plant & Equipment 45.2 71.5 (a) Share Capital 13.7 13.1 Q3 Q2 1.4 - Q
Slide 20: Consolidated - Margin & Expenses to Sales Trend Q4
International Business Performance bajaj CONSUMER CARE Consolidated – Margin & Expenses to Sales Trend Q4 IGAAP (INR Crore) Gross Margin (in %) ASP (in %) 15.3 15.1 63.6 15.0 Q3 60.0 Q2 Q3 Growth Growth Consolidated 54.0 FY25 FY26 FY26 YoY % QoQ % GCC & Africa 6.9 6.3 6.5 -6% 2% Q4 FY25 Q3 FY26 Q4 F
Slide 21: Consolidated - Margin & Expenses to Sales Trend 12M
International Business Performance bajaj CONSUMER CARE Consolidated – Margin & Expenses to Sales Trend 12M ASP (in %) IGAAP (INR Crore) Gross Margin (in %) 60.1 14.9 15.1 Q3 Q2 Q3 Growth Growth 53.5 Consolidated FY25 FY26 FY26 YoY % QoQ % GCC & Africa 6.9 6.3 6.5 -6% 2% FY25 FY26 FY25 FY26 Nepal 2.3
Slide 22: Financial Performance - Consolidated
International Business Performance bajaj coNsuMER cARE Financial Performance - Consolidated (in INR Crore) Particulars Q4 FY25 Q4 FY26 YoY% FY25 FY26 IGAAP YoY% (INR Crore) Net Sales Value 246.7 326.5 32.3% 949.7 1,153.4 21.4% Other Operating Income 3.8 0.2 15.1 11.3 Q3 Q2 Q3 Growth Growth Total Ope
Slide 23: Consolidated Balance Sheet as at 31st March 2026
International Business Performance bajaj CONSUMER CARE Consolidated Balance Sheet as at 31st March 2026 (in INR Crore) ASSETS FY25 FY26 EQUITY AND LIABILITIES FY25 FY26 1. Non-Current Assets IGAAP (INR Crore) 1. Equity (a) Property, Plant & Equipment 106.6 137.3 (a) Share Capital 13.7 13.1 (b) Capit
Slide 24: Thank You
bajaj coNsuMER CARE Thank You