Bajaj Consumer Care Limited — Investor Meet, 23-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Consumer Care delivered a robust Q3 FY'26, with standalone revenue up 27% to ₹287 Cr and consolidated revenue rising 32.7% to ₹306 Cr. Standalone EBITDA jumped 99% to ₹58.4 Cr, with margins expanding 740 bps YoY to 20.4%. Standalone PAT stood at ₹47.6 Cr.

Almond Drop Hair Oil (ADHO) was a key driver, seeing double-digit volume growth and overall value growth in the 20s, backed by a 37% increase in advertising spends. Bajaj Coconut registered mid-single-digit growth after strategic pricing corrections. The company's direct distribution (Aarohan) is expanding, already exceeding its 10% annual coverage target for the fiscal year.

Management cited a buoyant hair oil category, favorable macroeconomic tailwinds, and successful execution of brand and distribution strategies. Input costs like Copra are softening. The company is committed to sustained growth through brand strengthening, distribution depth, and calibrated innovation.