Bajaj Consumer Care Limited — Investor Meet, 12-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Consumer Care reported Q4 sales of Rs. 247 Cr, up 5.4% YoY and 7.1% QoQ, while FY25 sales slipped slightly to Rs. 950 Cr. Q4 EBITDA was Rs. 33.8 Cr (14.1%), with PAT at Rs. 31.5 Cr (13.1%). Growth was driven by recovery in general trade, 30% YoY jumps in modern trade and e-commerce, and 30% international expansion. Almond Drops Hair Oil grew 3% YoY; the brand's hair and skin range surged 73% YoY in Q4. Cost cuts saved Rs. 6 Cr in FY25. Integration of Vishal Personal Care is underway. Management expects FY26 top-line growth backed by trade recovery, portfolio diversification, margin expansion to 16-18%, and demand revival in value-added oils.