Upper Circuit Alert: Bajaj Consumer Care Reports Stellar Quarterly & Nine-Month Results; PAT jumps 83.2 per cent in Q3FY26

Bajaj Consumer Care reported a standout performance for the third quarter ended December 2025, with net profit skyrocketing 83.4 per cent year-on-year to Rs 46.4 crore. This significant bottom-line growth was mirrored by a robust 30.5 per cent increase in revenue from operations, which reached Rs 306 crore compared to Rs 234.4 crore in the same period last year. The company attributed this success to a combination of improved volume growth, strategic pricing, and a general recovery in demand across its primary product categories.

The domestic business acted as the primary engine of growth, fueled by the strong performance of the flagship Bajaj Almond Drops Hair Oil (ADHO). The brand achieved double-digit volume expansion, reaching its highest volume market share in the last eight quarters. This momentum was particularly visible in the recovery of rural markets and the continued success of Low Unit Price (LUP) packs and sachets. Beyond the flagship, the coconut portfolio and the Banjara brand also registered healthy value growth, contributing to a diversified domestic success story.

A key highlight of the Q3 results was the sharp expansion in operating efficiency. EBITDA nearly doubled, surging 95 per cent to Rs 56 crore, while EBITDA margins expanded remarkably from 12.2 per cent to 18.3 per cent. This margin improvement was driven by easing inflation, better gross margins—which stood at 60 per cent—and effective cost management. The company is currently on a trajectory to reach long-term operating margins in the low-to-mid 20 per cent range under the leadership of Managing Director Naveen Pandey.

While domestic operations thrived, the international business faced challenges, with revenues declining in the mid-single digits. Demand remained weak in Africa, the GCC, and the Rest of the World due to an unstable go-to-market environment. However, there were signs of recovery as Nepal returned to growth following previous geopolitical hurdles. Additionally, the company completed a distributor transition in Saudi Arabia, which is expected to yield sequential improvements in the coming quarters.

The stock surged by 20 per cent to hit the Upper Circuit at Rs 296.90 per share with a Spurt in Volume by more than 65 times. The company has a market cap of Rs 3,895 crore with promoters holding 42.97 per cent stake.  

Disclaimer: The article is for informational purposes only and not investment advice.