Bajaj Consumer Care Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Consumer Care reported strong Q2 FY'26 results with consolidated sales up 13.3% to INR 261.4 Cr and consolidated EBITDA up 45% to an 18.6% margin. Standalone PAT reached INR 43 Cr. Gross margins significantly improved by 680 basis points to 59.3%. The ADHO brand achieved double-digit revenue growth, driven by pricing and mix changes, despite flat volumes. Urban general trade and organized trade showed strong recovery, aided by Project Aarohan's distribution expansion. However, international business declined 26% and rural business remains a 'work in progress'. Management is confident in strategic initiatives to drive double-digit revenue growth and long-term margin improvement, acknowledging temporary GST-related destocking impact.