Bajaj Consumer Care Limited — Investor Meet, 19-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bajaj Consumer Care reported a strong Q4 FY26, with consolidated revenue up 32% and EBITDA up 135%, reaching a 23.7% margin. Full-year revenue crossed ₹1,153 Cr (up 21%), marking a significant turnaround. Robust ADHO growth, effective distribution via Project Aarohan, and strategic pricing drove performance. The non-ADHO portfolio achieved ₹225 Cr revenue, targeting ₹500 Cr in three years. Management acknowledged input cost volatility but remains confident in maintaining margins through pricing adjustments and cost optimization. The company is focused on brand building and execution to unlock further growth.