Bajaj Consumer Care Limited — PPTs, 11-08-2025: Investor Presentation

Here is the summary:

**1. Financial Highlights:**

Bajaj Consumer Care reported a standalone net sales value of INR 244.5 Cr, up 3.2% year-on-year, with profit after tax (PAT) at INR 39.0 Cr (+2.8% YoY). Gross margin expanded to 56.6%. Consolidated net sales reached INR 259.5 Cr, a 7.4% rise year-on-year (3.7% excluding VPCL), and PAT stood at INR 37.9 Cr (+2.2% YoY), with consolidated gross margin at 56.5%.

**2. Strategic Initiatives & Growth Drivers:**

The company saw overall ADHO growth of 4% YoY, with small packs showing mid-single digit and sachets high-teens growth. Bajaj 100% Pure Coconut Oil delivered strong 20%+ growth. Significant marketing campaigns for ADHO included a 46% increase in ad spend, extensive TV/digital outreach, and a new 'Hair Quality Index' digital innovation. Project Aarohan, a transformation journey, is expanding its implementation to additional states.

**3. Business Developments:**

Bajaj Consumer Care completed the acquisition of Vishal Personal Care Ltd (VPCL), making it a wholly-owned subsidiary. A leading consultant has been engaged for post-merger operational integration, and the VPCL portfolio continues to perform well with high single-digit growth. The company also announced a share buyback program totaling INR 186.6 Cr at INR 290 per share.

**4. Market Position & Competitive Advantage:**

Bajaj 100% Pure Coconut Oil is seeing steady market share growth. Organized Trade channels, including Modern Trade and E-Commerce, achieved over 20% growth. While international business faced headwinds leading to a double-digit decline, key markets like Nepal and Bangladesh grew strongly. Urban General Trade saw recovery, though rural remained sluggish.

**5. Investor Implications:**

The results indicate consistent financial performance with margin improvements. Strategic moves like the VPCL acquisition and Project Aarohan suggest a focus on portfolio diversification and operational efficiency, signaling positive growth potential. Continued investments in key brands and expansion in organized trade are encouraging, though international business and rural market recovery will be areas to monitor. The share buyback highlights a capital return focus for investors.