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Copra price volatility
View Risks →Bajaj Consumer Care Limited — Q3 FY26
Bajaj Consumer Care delivered a standout Q3 FY26, with consolidated revenue surging 32.7% YoY to ₹306 crore, driven by strong volume growth in flagship brand Almond Drops Hair Oil (ADHO) and distribution expansion.
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Bajaj Consumer Care delivered a standout Q3 FY26, with consolidated revenue surging 32.7% YoY to ₹306 crore, driven by strong volume growth in flagship brand Almond Drops Hair Oil (ADHO) and distribution expansion. EBITDA margin expanded 600 bps YoY to 18.6%, aided by pricing actions and mix improvement. ADHO posted double-digit volume growth, while coconut oil grew mid-single digits after price corrections. Rural channel revived after H1 weakness. International business remained weak, declining mid-single digits. Management guided for sustained double-digit growth and gradual margin improvement, with 10% annual direct outlet expansion. Risks include copra price volatility and slower-than-expected rural recovery.
बजाज कंज्यूमर केयर ने तीसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल कमाई पिछले साल की तुलना में 32.7% बढ़कर ₹306 करोड़ हो गई। इसकी मुख्य वजह इसका लोकप्रिय हेयर ऑयल 'अल्मोंड ड्रॉप्स' की जबरदस्त बिक्री और दुकानों तक पहुंच बढ़ाना रहा। कंपनी का मुनाफा भी 18.6% तक पहुंच गया, जो पिछले साल से 6% ज्यादा है। गांवों में बिक्री पहले की कमजोरी के बाद अब सुधर रही है। हालांकि, अंतरराष्ट्रीय कारोबार में थोड़ी गिरावट आई। कंपनी का कहना है कि आने वाले समय में अच्छी बढ़त जारी रहेगी और मुनाफा धीरे-धीरे बढ़ेगा। लेकिन नारियल तेल के दाम में उतार-चढ़ाव और गांवों में सुधार धीमा रहने से जोखिम है।
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ADHO Volume Growth
Double-digit
Strong acceleration
ADHO delivered double-digit volume growth, driving overall revenue outperformance.
Direct Outlet Coverage Increase
10%+
10% YoY target achieved
Direct outlet coverage expanded over 10% this fiscal, with 25-40% increase in some states.
ASP Spend Growth
37%
+37% YoY
Advertising and promotion spends increased 37% YoY, with 100 bps higher ad-to-sales ratio.
Gross Margin Expansion
59.8%
+800 bps YoY
Standalone gross margin improved 800 bps YoY to 59.8% due to pricing and mix actions.
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Guidance and risk preview
Management expects to maintain a higher growth trajectory than historical levels, driven by brand investment and distribution expansion.
Copra prices have softened but remain unpredictable; further easing is expected but not guaranteed.
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