Bajaj Consumer Care Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Consumer Care saw Q1 FY'26 consolidated sales at INR 259.5 Cr (+7.4% YoY) and standalone PAT at INR 39 Cr (16% margin), with gross margin improving to 56.6%. Almond Drop Hair Oil (ADHO) grew 4%, halting volume decline, supported by advertising. International business faced a 20% decline due to external issues. Newly acquired Vishal Personal Care contributed INR 15.5 Cr revenue (+10%). Management aims for double-digit growth, strengthening ADHO, and improving operating margins from 17.5% towards sectoral averages through product mix, pricing, and expanded distribution via Project Aarohan. Leadership is focused on agility and sustainable, profitable growth.